IGRO vs UTES
Comparison between ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed IGRO, delivering a return of +13.8% compared to +9.4%
IGRO vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGRO
$1.30B
UTES
$1.30B
Expense Ratio
Winner
IGRO
0.15%
UTES
0.49%
Max Drawdown
IGRO
37.05%
Winner
UTES
35.71%
Sharpe Ratio
Winner
IGRO
1.43
UTES
-0.36
5Y Beta
Winner
IGRO
0.53
UTES
0.69
P/E Ratio
IGRO
N/A
UTES
25.28
Forward P/E
IGRO
N/A
UTES
18.73
PEG Ratio
IGRO
N/A
UTES
1.04
5Y Dividends CAGR
Winner
IGRO
9.33%
UTES
1.74%
5Y EPS CAGR
IGRO
N/A
UTES
7.26%
Debt to Equity
IGRO
N/A
UTES
209.82%
P/S Ratio
IGRO
N/A
UTES
2.81
P/B Ratio
IGRO
N/A
UTES
2.93
IGRO vs UTES - Holdings Comparison
IGRO and UTES have 0 common holdings. Overlap is 0.00%
IGRO's top 25 holdings weight is 44.73%. UTES's top 25 holdings weight is 99.93%.
| Rank | IGRO | UTES |
|---|---|---|
| #1 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.89% | CONSTELLATION ENERGY CORP (CEG) - 11.53% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.88% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.86% |
| #3 | NESTLE SA (n/a) - 2.88% | VISTRA CORP (VST) - 9.69% |
| #4 | n/a (n/a) - 2.83% | XCEL ENERGY INC (XEL) - 7.16% |
| #5 | ROYAL BANK OF CANADA (n/a) - 2.81% | CENTERPOINT ENERGY INC (CNP) - 6.59% |
| #6 | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.78% | NISOURCE INC (NI) - 5.26% |
| #7 | NOVO NORDISK AS CLASS B (n/a) - 2.62% | ALLIANT ENERGY CORP (LNT) - 4.84% |
| #8 | TOYOTA MOTOR CORP (n/a) - 2.36% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.82% |
| #9 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.26% | ENTERGY CORP (ETR) - 4.78% |
| #10 | THE TORONTO-DOMINION BANK (n/a) - 2.20% | IDACORP INC (IDA) - 4.77% |
| #11 | SANOFI SA (n/a) - 2.10% | WEC ENERGY GROUP INC (WEC) - 4.37% |
| #12 | AXA SA (n/a) - 2.02% | AMEREN CORP (AEE) - 4.08% |
| #13 | IBERDROLA SA (n/a) - 2.00% | NEXTERA ENERGY INC (NEE) - 4.07% |
| #14 | ENEL SPA (n/a) - 1.80% | NRG ENERGY INC (NRG) - 4.06% |
| #15 | NATIONAL AUSTRALIA BANK LTD (n/a) - 1.71% | DTE ENERGY CO (DTE) - 3.99% |
| #16 | WESTPAC BANKING CORP (n/a) - 1.67% | CMS ENERGY CORP (CMS) - 3.68% |
| #17 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.48% | PINNACLE WEST CAPITAL CORP (PNW) - 3.02% |
| #18 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.34% | SEMPRA (SRE) - 1.94% |
| #19 | SAP SE (n/a) - 1.27% | EVERGY INC (EVRG) - 0.42% |
| #20 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.20% | N/A |
| #21 | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 0.34% | N/A |
| #22 | GIVAUDAN SA (n/a) - 0.33% | N/A |
| #23 | SONY GROUP CORP (n/a) - 0.32% | N/A |
| #24 | n/a (BAM) - 0.32% | N/A |
| #25 | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 0.32% | N/A |
| Total Holdings | 542 | 19 |
IGRO vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGRO
+3.71%
UTES
-7.05%
3M
Winner
IGRO
+6.79%
UTES
-6.93%
6M
Winner
IGRO
+5.73%
UTES
-3.34%
1Y
Winner
IGRO
+23.30%
UTES
-4.81%
5Y(CAGR)
IGRO
+9.36%
Winner
UTES
+13.80%
10Y(CAGR)
IGRO
+9.17%
Winner
UTES
+11.74%
Max(CAGR)
IGRO
+9.51%
Winner
UTES
+13.18%
IGRO vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IGRO | UTES |
|---|---|---|
| 2026 | +12.90% | -5.31% |
| 2025 | +24.75% | +22.66% |
| 2024 | +8.96% | +43.95% |
| 2023 | +14.74% | -1.97% |
| 2022 | -12.77% | +1.90% |
| 2021 | +9.19% | +23.82% |
| 2020 | +6.63% | +1.59% |
| 2019 | +26.09% | +27.65% |
| 2018 | -13.77% | +6.28% |
| 2017 | +24.28% | +14.80% |
| 2016 | +3.36% | +16.95% |
| 2015 | N/A | +5.54% |
IGRO vs UTES Drawdown Comparison
The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current IGRO drawdown is -0.72%. The current UTES drawdown is -12.37%.
| Rank | IGRO | UTES |
|---|---|---|
| #1 | -36.25% Jan 2, 2020 - Nov 11, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -26.02% Jun 15, 2021 - Feb 1, 2024 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -19.99% Jan 24, 2018 - Nov 6, 2019 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -11.12% Sep 26, 2024 - Apr 28, 2025 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -10.00% Feb 26, 2026 - Jul 2, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -9.96% Sep 6, 2016 - Feb 23, 2017 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -9.33% Jun 8, 2016 - Aug 1, 2016 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -5.57% Jul 31, 2024 - Aug 16, 2024 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -5.10% Mar 8, 2024 - May 9, 2024 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -4.54% Jul 23, 2025 - Aug 22, 2025 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -4.34% Aug 1, 2016 - Sep 6, 2016 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -3.72% Jun 6, 2024 - Jul 10, 2024 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -3.64% Feb 16, 2021 - Mar 11, 2021 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -3.41% Jan 8, 2021 - Feb 16, 2021 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -3.35% Nov 12, 2025 - Nov 28, 2025 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between IGRO and UTES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
IGRO vs UTES dividend yield comparison.
| Year | IGRO | UTES |
|---|---|---|
| 2026 | 1.61% | 0.75% |
| 2025 | 2.51% | 1.42% |
| 2024 | 2.44% | 1.51% |
| 2023 | 2.79% | 2.44% |
| 2022 | 2.69% | 2.13% |
| 2021 | 2.27% | 1.94% |
| 2020 | 2.41% | 2.09% |
| 2019 | 2.65% | 1.84% |
| 2018 | 2.97% | 2.09% |
| 2017 | 2.43% | 3.44% |
| 2016 | 1.18% | 3.53% |
| 2015 | 0.00% | 0.61% |
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