IGEB vs UTES
Comparison between ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed IGEB, delivering a return of +17.2% compared to +1.0%
IGEB vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IGEB vs UTES - Historical Returns
Returns include dividend reinvestment.
IGEB vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IGEB | UTES |
|---|---|---|
| 2026 | +0.69% | +2.92% |
| 2025 | +8.14% | +22.66% |
| 2024 | +3.64% | +43.95% |
| 2023 | +9.01% | -1.97% |
| 2022 | -14.22% | +1.90% |
| 2021 | -0.76% | +23.82% |
| 2020 | +10.93% | +1.59% |
| 2019 | +15.54% | +27.65% |
| 2018 | -2.06% | +6.28% |
| 2017 | +1.53% | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
IGEB vs UTES Drawdown Comparison
The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current IGEB drawdown is -0.82%. The current UTES drawdown is -4.76%.
| Rank | IGEB | UTES |
|---|---|---|
| #1 | -21.13% Aug 4, 2021 - Aug 13, 2025 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -16.51% Mar 5, 2020 - Jun 8, 2020 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -5.02% Dec 31, 2020 - Jul 19, 2021 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -4.64% Dec 18, 2017 - Feb 26, 2019 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -2.88% Feb 23, 2026 - Mar 27, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -2.43% Sep 4, 2019 - Oct 4, 2019 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -2.24% Aug 6, 2020 - Nov 19, 2020 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -1.37% Oct 27, 2025 - Jan 14, 2026 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -1.36% Jul 3, 2019 - Aug 1, 2019 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -1.28% Oct 4, 2019 - Nov 25, 2019 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.84% Sep 15, 2025 - Oct 14, 2025 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.79% Nov 7, 2017 - Dec 5, 2017 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.79% Sep 6, 2017 - Nov 2, 2017 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.75% Jan 14, 2026 - Feb 5, 2026 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.68% Apr 10, 2019 - Apr 24, 2019 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between IGEB and UTES is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2015 - 2026)
IGEB vs UTES dividend yield comparison.
| Year | IGEB | UTES |
|---|---|---|
| 2026 | 2.12% | 0.69% |
| 2025 | 4.92% | 1.42% |
| 2024 | 5.09% | 1.51% |
| 2023 | 4.60% | 2.44% |
| 2022 | 3.63% | 2.13% |
| 2021 | 3.84% | 1.94% |
| 2020 | 3.78% | 2.09% |
| 2019 | 5.61% | 1.84% |
| 2018 | 3.59% | 2.09% |
| 2017 | 1.62% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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