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GUT vs SHE

Comparison between Gabelli Utility Trust (GUT, ETF) and STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF).

5-Year PerformanceSHE has outperformed GUT, delivering a return of +10.3% compared to +6.5%

GUT vs SHE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GUT
$296M
Winner
SHE
$297M
Expense Ratio
GUT
N/A
SHE
0.20%
Max Drawdown
GUT
57.58%
Winner
SHE
36.16%
Sharpe Ratio
GUT
1.32
Winner
SHE
1.64
5Y Beta
Winner
GUT
0.39
SHE
0.88
P/E Ratio
GUT
N/A
SHE
24.14
Forward P/E
GUT
N/A
SHE
18.31
PEG Ratio
GUT
N/A
SHE
0.50
5Y Dividends CAGR
GUT
2.14%
Winner
SHE
13.48%
5Y EPS CAGR
GUT
N/A
SHE
21.82%
Debt to Equity
GUT
N/A
SHE
50.87%
P/S Ratio
GUT
N/A
SHE
2.91
P/B Ratio
GUT
N/A
SHE
4.49

GUT vs SHE - Historical Returns

Returns include dividend reinvestment.

1M
GUT
+1.94%
Winner
SHE
+5.25%
3M
GUT
+3.81%
Winner
SHE
+14.95%
6M
GUT
+8.53%
Winner
SHE
+16.90%
1Y
GUT
+23.78%
Winner
SHE
+27.85%
5Y(CAGR)
GUT
+6.46%
Winner
SHE
+10.25%
10Y(CAGR)
GUT
+9.18%
Winner
SHE
+12.52%
Max(CAGR)
GUT
+8.21%
Winner
SHE
+12.84%

GUT vs SHE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGUTSHE
2026+7.10%+15.65%
2025+31.06%+15.65%
2024+4.26%+24.08%
2023-22.49%+22.55%
2022-1.07%-21.67%
2021+11.29%+16.93%
2020+13.94%+17.20%
2019+42.58%+23.86%
2018-8.15%-3.64%
2017+22.38%+19.13%
2016+21.28%+12.03%
2015-14.62%N/A
2014+25.25%N/A
2013+11.09%N/A
2012-12.76%N/A
2011+33.98%N/A
2010-20.95%N/A
2009+59.59%N/A
2008-32.37%N/A
2007+4.06%N/A
2006+18.22%N/A
2005+5.52%N/A
2004+5.46%N/A
2003+20.15%N/A
2002-0.73%N/A
2001+12.68%N/A
2000+23.64%N/A
1999-3.17%N/A

GUT vs SHE Drawdown Comparison

The maximum drawdown for GUT was -52.79%, occurring on Oct 10, 2008. Recovery took 304 trading sessions.

The maximum drawdown for SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current GUT drawdown is -1.42%. The current SHE drawdown is -3.40%.

RankGUTSHE
#1-52.79%
Sep 11, 2008 - Nov 24, 2009
-35.78%
Feb 19, 2020 - Sep 2, 2020
#2-42.14%
Feb 12, 2020 - Aug 4, 2020
-31.69%
Nov 16, 2021 - Mar 7, 2024
#3-35.57%
Dec 14, 2009 - Dec 16, 2011
-18.17%
Sep 21, 2018 - Apr 30, 2019
#4-33.94%
Jan 9, 2023 - Jul 9, 2025
-17.07%
Feb 19, 2025 - Jun 26, 2025
#5-25.63%
May 9, 2002 - May 15, 2003
-10.28%
Jan 26, 2018 - Jul 25, 2018
#6-24.25%
Aug 14, 2012 - May 23, 2014
-8.74%
Jul 16, 2024 - Aug 30, 2024
#7-21.24%
Jul 10, 2003 - Jan 12, 2004
-8.54%
Jan 28, 2026 - Apr 15, 2026
#8-20.72%
Jan 29, 2015 - May 24, 2016
-8.16%
Sep 2, 2020 - Oct 9, 2020
#9-19.94%
Jan 11, 2022 - Aug 16, 2022
-7.79%
Oct 12, 2020 - Nov 9, 2020
#10-17.75%
Feb 16, 2018 - Feb 8, 2019
-6.56%
Jul 26, 2019 - Nov 14, 2019
#11-17.63%
Sep 19, 2005 - Oct 31, 2006
-5.83%
Aug 24, 2016 - Nov 22, 2016
#12-17.13%
Sep 12, 2022 - Jan 6, 2023
-5.70%
Apr 28, 2016 - Jul 8, 2016
#13-16.27%
Feb 10, 2021 - Jun 24, 2021
-5.68%
Nov 12, 2025 - Dec 11, 2025
#14-14.70%
Mar 29, 2004 - Aug 3, 2004
-5.34%
Mar 27, 2024 - May 15, 2024
#15-13.14%
Apr 16, 2007 - Jul 9, 2008
-5.24%
Dec 4, 2024 - Feb 5, 2025

Correlation

Correlation between GUT and SHE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2000 - 2026)

GUT vs SHE dividend yield comparison.

YearGUTSHE
20264.01%0.53%
20259.95%1.18%
202411.72%1.14%
202311.06%1.37%
20227.98%1.54%
20217.28%0.99%
20207.38%1.24%
20197.72%1.91%
201810.09%7.39%
20178.44%5.37%
20169.52%6.41%
201510.52%0.00%
20148.19%0.00%
20139.38%0.00%
20129.53%0.00%
20117.69%0.00%
201011.27%0.00%
20098.05%0.00%
200812.20%0.00%
20077.58%0.00%
20067.24%0.00%
20057.77%0.00%
20047.74%0.00%
20037.50%0.00%
20028.26%0.00%
20017.29%0.00%
20007.43%0.00%

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