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IGOV vs UTES

Comparison between ISHARES INTERNATIONAL TREASURY BOND ETF (IGOV, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

5-Year PerformanceUTES has outperformed IGOV, delivering a return of +17.2% compared to -4.3%

IGOV vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGOV
$1.40B
UTES
$1.40B
Expense Ratio
Winner
IGOV
0.35%
UTES
0.49%
Max Drawdown
IGOV
36.13%
Winner
UTES
35.71%
Sharpe Ratio
IGOV
-0.62
Winner
UTES
0.51
5Y Beta
Winner
IGOV
0.05
UTES
0.72
P/E Ratio
IGOV
N/A
UTES
27.29
Forward P/E
IGOV
N/A
UTES
19.98
PEG Ratio
IGOV
N/A
UTES
1.05
5Y Dividends CAGR
Winner
IGOV
36.94%
UTES
1.74%
5Y EPS CAGR
IGOV
N/A
UTES
8.87%
Debt to Equity
IGOV
N/A
UTES
219.65%
P/S Ratio
IGOV
N/A
UTES
3.09
P/B Ratio
IGOV
N/A
UTES
3.07

IGOV vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
IGOV
-1.26%
Winner
UTES
+1.25%
3M
IGOV
-0.85%
Winner
UTES
+5.63%
6M
IGOV
-2.15%
Winner
UTES
+4.75%
1Y
IGOV
-2.12%
Winner
UTES
+11.50%
5Y(CAGR)
IGOV
-4.33%
Winner
UTES
+17.20%
10Y(CAGR)
IGOV
-1.51%
Winner
UTES
+12.80%
Max(CAGR)
IGOV
+0.87%
Winner
UTES
+14.23%

IGOV vs UTES - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIGOVUTES
2026-1.66%+2.92%
2025+10.63%+22.66%
2024-5.33%+43.95%
2023+5.84%-1.97%
2022-21.24%+1.90%
2021-9.40%+23.82%
2020+10.97%+1.59%
2019+3.91%+27.65%
2018-2.64%+6.28%
2017+13.11%+14.80%
2016+1.50%+16.95%
2015-6.94%+5.54%
2014-0.89%N/A
2013-0.26%N/A
2012+7.11%N/A
2011+5.58%N/A
2010+3.27%N/A
2009+11.93%N/A

IGOV vs UTES Drawdown Comparison

The maximum drawdown for IGOV was -35.88%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current IGOV drawdown is -24.99%. The current UTES drawdown is -4.76%.

RankIGOVUTES
#1-35.88%
Jan 5, 2021 - Oct 20, 2022
-35.37%
Feb 18, 2020 - Apr 20, 2021
#2-15.25%
Jul 1, 2014 - Jan 24, 2018
-20.39%
Sep 12, 2022 - Apr 25, 2024
#3-13.75%
Dec 1, 2009 - Oct 1, 2010
-17.62%
Jan 24, 2025 - May 19, 2025
#4-11.09%
Mar 9, 2020 - Jul 27, 2020
-15.99%
Apr 8, 2022 - Aug 12, 2022
#5-10.02%
Aug 17, 2011 - Sep 13, 2012
-13.88%
Oct 15, 2025 - Feb 4, 2026
#6-9.49%
Mar 26, 2018 - Mar 6, 2020
-13.20%
Nov 27, 2017 - Jul 6, 2018
#7-8.59%
Oct 14, 2010 - Apr 26, 2011
-12.43%
Jul 6, 2016 - Mar 24, 2017
#8-6.99%
Dec 28, 2012 - Oct 18, 2013
-10.42%
Nov 26, 2024 - Jan 16, 2025
#9-4.31%
Feb 9, 2009 - Mar 18, 2009
-9.80%
Dec 31, 2021 - Mar 24, 2022
#10-4.13%
Mar 19, 2009 - May 11, 2009
-8.97%
Dec 13, 2018 - Feb 21, 2019
#11-3.68%
Jun 3, 2011 - Jul 26, 2011
-8.59%
Sep 2, 2021 - Dec 6, 2021
#12-3.44%
May 4, 2011 - Jun 3, 2011
-7.78%
Oct 4, 2024 - Nov 18, 2024
#13-3.02%
Jun 2, 2009 - Jul 1, 2009
-6.74%
Aug 4, 2025 - Oct 1, 2025
#14-2.64%
Oct 25, 2013 - Feb 13, 2014
-6.63%
Sep 30, 2019 - Jan 15, 2020
#15-2.49%
Oct 31, 2012 - Dec 4, 2012
-6.45%
May 31, 2024 - Aug 15, 2024

Correlation

Correlation between IGOV and UTES is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48
-101

Dividend Comparison (2009 - 2026)

IGOV vs UTES dividend yield comparison.

YearIGOVUTES
20260.00%0.69%
20251.41%1.42%
20240.59%1.51%
20230.00%2.44%
20220.11%2.13%
20210.39%1.94%
20200.00%2.09%
20190.24%1.84%
20180.31%2.09%
20170.33%3.44%
20161.39%3.53%
20150.23%0.61%
20142.56%0.00%
20132.64%0.00%
20124.25%0.00%
20118.10%0.00%
20104.53%0.00%
20093.87%0.00%

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