IXJ vs UTG

Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and Reaves Utility Income Fund (UTG, ETF).

5-Year PerformanceUTG has outperformed IXJ, delivering a return of +11.9% compared to +3.8%

IXJ vs UTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXJ(ETF)	UTG(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.40%	N/A
Max Drawdown	42.81%	71.97%
Sharpe Ratio	0.31	1.67
5Y Beta	0.49	0.49
P/E Ratio	27.07	N/A
Forward P/E	17.27	N/A
5Y Dividends CAGR	6.37%	3.54%
5Y EPS CAGR	13.77%	N/A
Debt to Equity	-113.63%	N/A
P/S Ratio	1.43	N/A
P/B Ratio	4.31	N/A

Net Assets

IXJ

$3.60B

UTG

$3.60B

Expense Ratio

IXJ

0.40%

UTG

N/A

Max Drawdown

Winner

IXJ

42.81%

UTG

71.97%

Sharpe Ratio

IXJ

0.31

Winner

UTG

1.67

5Y Beta

Winner

IXJ

0.49

UTG

0.49

P/E Ratio

IXJ

27.07

UTG

N/A

Forward P/E

IXJ

17.27

UTG

N/A

5Y Dividends CAGR

Winner

IXJ

6.37%

UTG

3.54%

5Y EPS CAGR

IXJ

13.77%

UTG

N/A

Debt to Equity

IXJ

-113.63%

UTG

N/A

P/S Ratio

IXJ

1.43

UTG

N/A

P/B Ratio

IXJ

4.31

UTG

N/A

IXJ vs UTG - Historical Returns

Returns include dividend reinvestment.

Period	IXJ	UTG
1 month	-4.24%	+4.87%
3 months	-8.24%	+11.70%
6 months	+0.13%	+17.48%
1 year	+8.85%	+34.99%
5 years(CAGR)	+3.80%	+11.92%
10 years(CAGR)	+7.93%	+11.10%
Max(CAGR)	+7.01%	+11.31%

IXJ

-4.24%

Winner

UTG

+4.87%

IXJ

-8.24%

Winner

UTG

+11.70%

IXJ

+0.13%

Winner

UTG

+17.48%

IXJ

+8.85%

Winner

UTG

+34.99%

5Y(CAGR)

IXJ

+3.80%

Winner

UTG

+11.92%

10Y(CAGR)

IXJ

+7.93%

Winner

UTG

+11.10%

Max(CAGR)

IXJ

+7.01%

Winner

UTG

+11.31%

IXJ vs UTG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXJ	UTG
2026	-6.27%	+16.22%
2025	+14.95%	+22.37%
2024	-0.69%	+26.78%
2023	+3.59%	+1.15%
2022	-3.93%	-13.56%
2021	+19.74%	+14.73%
2020	+12.39%	-5.97%
2019	+24.67%	+34.02%
2018	+1.74%	+2.33%
2017	+19.02%	+5.13%
2016	-4.37%	+29.83%
2015	+5.69%	-13.79%
2014	+18.07%	+39.83%
2013	+33.83%	+10.08%
2012	+15.83%	+1.56%
2011	+9.85%	+23.57%
2010	+0.65%	+24.97%
2009	+16.29%	+61.39%
2008	-19.96%	-48.71%
2007	+2.96%	+13.03%
2006	+8.49%	+31.94%
2005	+7.27%	+3.28%
2004	+3.72%	+5.01%
2003	+16.34%	N/A
2002	-17.01%	N/A
2001	-2.47%	N/A

IXJ vs UTG Drawdown Comparison

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

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

The current IXJ drawdown is -9.94%. The current UTG drawdown is -2.70%.

Rank	IXJ	UTG
#1	-40.60% May 7, 2007 - Apr 26, 2011	-67.75% Jan 11, 2008 - Jul 30, 2010
#2	-31.87% Nov 26, 2001 - Apr 13, 2005	-47.96% Feb 12, 2020 - Sep 2, 2021
#3	-27.35% Feb 12, 2020 - Jul 14, 2020	-26.50% Apr 20, 2022 - Aug 15, 2024
#4	-18.80% Aug 5, 2015 - Jun 19, 2017	-22.66% Feb 3, 2015 - May 12, 2016
#5	-18.14% Aug 30, 2024 - Jan 6, 2026	-22.28% Aug 24, 2017 - Mar 18, 2019
#6	-17.48% Apr 8, 2022 - Jan 8, 2024	-21.31% Jul 25, 2011 - Sep 20, 2011
#7	-16.52% May 31, 2011 - Mar 13, 2012	-20.10% Mar 17, 2004 - Dec 22, 2004
#8	-14.45% Oct 1, 2018 - Jul 2, 2019	-15.96% Jul 3, 2012 - Mar 13, 2013
#9	-11.65% Jan 26, 2018 - Aug 21, 2018	-15.30% May 21, 2007 - Oct 31, 2007
#10	-10.78% Feb 27, 2026 - Apr 29, 2026	-14.94% Nov 27, 2024 - May 15, 2025
#11	-10.59% Dec 29, 2021 - Apr 7, 2022	-14.92% Sep 7, 2005 - Jul 26, 2006
#12	-8.47% Sep 24, 2014 - Oct 30, 2014	-13.54% May 17, 2013 - Feb 11, 2014
#13	-7.78% Sep 3, 2021 - Dec 23, 2021	-11.66% Jul 11, 2016 - Dec 27, 2016
#14	-7.77% Jan 25, 2021 - Apr 16, 2021	-11.57% Oct 15, 2025 - Feb 17, 2026
#15	-7.76% Sep 2, 2020 - Nov 5, 2020	-11.30% Sep 3, 2021 - Apr 20, 2022

Correlation

Correlation between IXJ and UTG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2001 - 2026)

IXJ vs UTG dividend yield comparison.

Year	IXJ	UTG
2026	0.00%	1.41%
2025	1.40%	6.42%
2024	1.50%	7.19%
2023	1.38%	8.53%
2022	1.17%	8.07%
2021	1.12%	6.35%
2020	1.27%	6.59%
2019	1.42%	5.69%
2018	2.11%	6.86%
2017	1.46%	6.21%
2016	1.73%	9.02%
2015	2.85%	6.86%
2014	1.38%	5.06%
2013	1.51%	6.31%
2012	2.28%	6.30%
2011	2.17%	6.49%
2010	2.20%	6.17%
2009	1.97%	7.78%
2008	2.25%	13.58%
2007	1.72%	8.08%
2006	0.85%	5.47%
2005	0.70%	7.65%
2004	0.74%	4.88%
2003	0.63%	0.00%
2002	0.61%	0.00%
2001	0.03%	0.00%