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GUT vs SPY

Comparison between Gabelli Utility Trust (GUT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed GUT, delivering a return of +13.3% compared to +6.5%

GUT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GUT
$296M
Winner
SPY
$735B
Expense Ratio
GUT
N/A
SPY
0.09%
Max Drawdown
GUT
57.58%
Winner
SPY
56.47%
Sharpe Ratio
GUT
1.32
Winner
SPY
1.62
5Y Beta
Winner
GUT
0.39
SPY
1.00
P/E Ratio
GUT
N/A
SPY
28.99
Forward P/E
GUT
N/A
SPY
22.37
5Y Dividends CAGR
GUT
2.14%
Winner
SPY
5.43%
5Y EPS CAGR
GUT
N/A
SPY
26.05%
Debt to Equity
GUT
N/A
SPY
32.40%
P/S Ratio
GUT
N/A
SPY
3.74
P/B Ratio
GUT
N/A
SPY
5.61

GUT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GUT
+1.94%
SPY
+1.90%
3M
GUT
+3.81%
Winner
SPY
+8.55%
6M
Winner
GUT
+8.53%
SPY
+8.18%
1Y
GUT
+23.78%
Winner
SPY
+25.79%
5Y(CAGR)
GUT
+6.46%
Winner
SPY
+13.32%
10Y(CAGR)
GUT
+9.18%
Winner
SPY
+15.19%
Max(CAGR)
GUT
+8.21%
Winner
SPY
+8.47%

GUT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGUTSPY
2026+7.10%+8.26%
2025+31.06%+18.00%
2024+4.26%+25.59%
2023-22.49%+26.72%
2022-1.07%-18.64%
2021+11.29%+30.52%
2020+13.94%+17.28%
2019+42.58%+31.09%
2018-8.15%-5.24%
2017+22.38%+20.78%
2016+21.28%+13.59%
2015-14.62%+1.31%
2014+25.25%+14.56%
2013+11.09%+29.00%
2012-12.76%+14.17%
2011+33.98%+0.85%
2010-20.95%+13.14%
2009+59.59%+22.67%
2008-32.37%-36.25%
2007+4.06%+5.32%
2006+18.22%+13.85%
2005+5.52%+5.32%
2004+5.46%+10.75%
2003+20.15%+24.18%
2002-0.73%-22.42%
2001+12.68%-10.13%
2000+23.64%-8.84%
1999-3.17%+8.61%

GUT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current GUT drawdown is -1.42%. The current SPY drawdown is -2.90%.

RankGUTSPY
#1-52.79%
Sep 11, 2008 - Nov 24, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.14%
Feb 12, 2020 - Aug 4, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.57%
Dec 14, 2009 - Dec 16, 2011		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.94%
Jan 9, 2023 - Jul 9, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.63%
May 9, 2002 - May 15, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.25%
Aug 14, 2012 - May 23, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.24%
Jul 10, 2003 - Jan 12, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.72%
Jan 29, 2015 - May 24, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.94%
Jan 11, 2022 - Aug 16, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.75%
Feb 16, 2018 - Feb 8, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.63%
Sep 19, 2005 - Oct 31, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-17.13%
Sep 12, 2022 - Jan 6, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.27%
Feb 10, 2021 - Jun 24, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.70%
Mar 29, 2004 - Aug 3, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.14%
Apr 16, 2007 - Jul 9, 2008		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GUT and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

GUT vs SPY dividend yield comparison.

YearGUTSPY
20264.01%0.24%
20259.95%1.07%
202411.72%1.21%
202311.06%1.40%
20227.98%1.65%
20217.28%1.20%
20207.38%1.52%
20197.72%1.75%
201810.09%2.04%
20178.44%1.80%
20169.52%2.03%
201510.52%2.06%
20148.19%1.87%
20139.38%1.81%
20129.53%2.18%
20117.69%2.05%
201011.27%1.80%
20098.05%1.95%
200812.20%3.02%
20077.58%1.85%
20067.24%1.73%
20057.77%1.73%
20047.74%1.82%
20037.50%1.47%
20028.26%1.70%
20017.29%1.25%
20007.43%1.15%
19990.00%0.24%

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