IDMO vs UTG

Comparison between INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF) and Reaves Utility Income Fund (UTG, ETF).

5-Year PerformanceIDMO has outperformed UTG, delivering a return of +15.6% compared to +10.8%

IDMO vs UTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDMO(ETF)	UTG(ETF)
Net Assets	$3.90B	$4B
Expense Ratio	0.25%	N/A
Max Drawdown	40.58%	71.97%
Sharpe Ratio	1.02	0.84
5Y Beta	0.87	0.52
5Y Dividends CAGR	32.87%	2.05%

Net Assets

IDMO

$3.90B

Winner

UTG

$4B

Expense Ratio

IDMO

0.25%

UTG

N/A

Max Drawdown

Winner

IDMO

40.58%

UTG

71.97%

Sharpe Ratio

Winner

IDMO

1.02

UTG

0.84

5Y Beta

IDMO

0.87

Winner

UTG

0.52

5Y Dividends CAGR

Winner

IDMO

32.87%

UTG

2.05%

IDMO vs UTG - Historical Returns

Returns include dividend reinvestment.

Period	IDMO	UTG
1 month	+0.14%	-1.97%
3 months	+1.88%	-1.29%
6 months	+7.10%	+9.14%
1 year	+24.57%	+19.35%
5 years(CAGR)	+15.64%	+10.77%
10 years(CAGR)	+12.65%	+10.05%
Max(CAGR)	+9.03%	+11.04%

Winner

IDMO

+0.14%

UTG

-1.97%

Winner

IDMO

+1.88%

UTG

-1.29%

IDMO

+7.10%

Winner

UTG

+9.14%

Winner

IDMO

+24.57%

UTG

+19.35%

5Y(CAGR)

Winner

IDMO

+15.64%

UTG

+10.77%

10Y(CAGR)

Winner

IDMO

+12.65%

UTG

+10.05%

Max(CAGR)

IDMO

+9.03%

Winner

UTG

+11.04%

IDMO vs UTG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IDMO	UTG
2026	+8.66%	+12.41%
2025	+42.29%	+22.37%
2024	+14.02%	+26.78%
2023	+20.76%	+1.15%
2022	-12.23%	-13.56%
2021	+13.15%	+14.73%
2020	+21.38%	-5.97%
2019	+26.22%	+34.02%
2018	-16.01%	+2.33%
2017	+29.17%	+5.13%
2016	+2.38%	+29.83%
2015	-11.66%	-13.79%
2014	-4.53%	+39.83%
2013	+18.63%	+10.08%
2012	+1.88%	+1.56%
2011	N/A	+23.57%
2010	N/A	+24.97%
2009	N/A	+61.39%
2008	N/A	-48.71%
2007	N/A	+13.03%
2006	N/A	+31.94%
2005	N/A	+3.28%
2004	N/A	+5.01%

IDMO vs UTG Drawdown Comparison

The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.

The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.

The current IDMO drawdown is -2.38%. The current UTG drawdown is -5.89%.

Rank	IDMO	UTG
#1	-39.35% May 14, 2015 - Feb 6, 2020	-67.75% Jan 11, 2008 - Jul 30, 2010
#2	-31.32% Feb 19, 2020 - Jul 14, 2020	-47.96% Feb 12, 2020 - Sep 2, 2021
#3	-27.09% Nov 12, 2021 - Dec 1, 2023	-26.50% Apr 20, 2022 - Aug 15, 2024
#4	-25.56% Feb 24, 2012 - Dec 19, 2012	-22.66% Feb 3, 2015 - May 12, 2016
#5	-21.02% Jul 3, 2014 - Apr 24, 2015	-22.28% Aug 24, 2017 - Mar 18, 2019
#6	-13.64% Jan 30, 2013 - Aug 14, 2013	-21.31% Jul 25, 2011 - Sep 20, 2011
#7	-12.65% Mar 25, 2025 - Apr 23, 2025	-20.10% Mar 17, 2004 - Dec 22, 2004
#8	-12.52% Feb 16, 2021 - Aug 5, 2021	-15.96% Jul 3, 2012 - Mar 13, 2013
#9	-12.31% Feb 26, 2026 - Apr 14, 2026	-15.30% May 21, 2007 - Oct 31, 2007
#10	-11.40% Jul 16, 2024 - Aug 30, 2024	-14.94% Nov 27, 2024 - May 15, 2025
#11	-7.30% Jan 17, 2014 - Feb 18, 2014	-14.92% Sep 7, 2005 - Jul 26, 2006
#12	-7.22% May 13, 2026 - Jun 16, 2026	-13.54% May 17, 2013 - Feb 11, 2014
#13	-6.98% Dec 5, 2024 - Feb 6, 2025	-11.66% Jul 11, 2016 - Dec 27, 2016
#14	-6.92% Sep 15, 2021 - Nov 1, 2021	-11.57% Oct 15, 2025 - Feb 17, 2026
#15	-6.73% Oct 12, 2020 - Nov 5, 2020	-11.30% Sep 3, 2021 - Apr 20, 2022

Correlation

Correlation between IDMO and UTG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2004 - 2026)

IDMO vs UTG dividend yield comparison.

Year	IDMO	UTG
2026	1.30%	2.46%
2025	3.71%	6.42%
2024	2.24%	7.19%
2023	2.89%	8.53%
2022	3.66%	8.07%
2021	1.81%	6.35%
2020	1.63%	6.59%
2019	2.78%	5.69%
2018	3.27%	6.86%
2017	3.08%	6.21%
2016	2.18%	9.02%
2015	2.52%	6.86%
2014	2.19%	5.06%
2013	1.70%	6.31%
2012	2.07%	6.30%
2011	0.00%	6.49%
2010	0.00%	6.17%
2009	0.00%	7.78%
2008	0.00%	13.58%
2007	0.00%	8.08%
2006	0.00%	5.47%
2005	0.00%	7.65%
2004	0.00%	4.88%