LDUR vs UTES
Comparison between PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND (LDUR, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed LDUR, delivering a return of +17.4% compared to +2.3%
LDUR vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LDUR vs UTES - Historical Returns
Returns include dividend reinvestment.
LDUR vs UTES - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LDUR | UTES |
|---|---|---|
| 2026 | +1.19% | +3.46% |
| 2025 | +5.80% | +22.66% |
| 2024 | +5.26% | +43.95% |
| 2023 | +4.82% | -1.97% |
| 2022 | -4.34% | +1.90% |
| 2021 | -0.50% | +23.82% |
| 2020 | +4.42% | +1.59% |
| 2019 | +4.29% | +27.65% |
| 2018 | +1.07% | +6.28% |
| 2017 | +2.13% | +14.80% |
| 2016 | +2.53% | +16.95% |
| 2015 | +2.27% | +5.54% |
| 2014 | +1.84% | N/A |
LDUR vs UTES Drawdown Comparison
The maximum drawdown for LDUR was -8.68%, occurring on Mar 26, 2020. Recovery took 76 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current LDUR drawdown is -0.03%. The current UTES drawdown is -4.27%.
| Rank | LDUR | UTES |
|---|---|---|
| #1 | -8.68% Mar 9, 2020 - Jun 25, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -6.75% Oct 1, 2021 - Jan 31, 2024 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -1.96% Nov 27, 2015 - Mar 23, 2016 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -1.17% Apr 3, 2025 - Apr 30, 2025 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -1.02% May 27, 2015 - Nov 5, 2015 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -0.93% Feb 27, 2026 - May 8, 2026 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -0.91% Oct 13, 2014 - Jan 27, 2015 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -0.84% Feb 2, 2015 - Feb 19, 2015 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -0.80% Nov 16, 2018 - Feb 5, 2019 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -0.77% Oct 24, 2016 - Jan 24, 2017 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.64% Nov 2, 2017 - May 23, 2018 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.61% Sep 27, 2024 - Nov 29, 2024 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.60% Feb 1, 2024 - Mar 8, 2024 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.59% May 9, 2014 - Aug 4, 2014 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.56% Apr 14, 2015 - Apr 21, 2015 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between LDUR and UTES is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2014 - 2026)
LDUR vs UTES dividend yield comparison.
| Year | LDUR | UTES |
|---|---|---|
| 2026 | 1.65% | 0.69% |
| 2025 | 4.60% | 1.42% |
| 2024 | 4.77% | 1.51% |
| 2023 | 4.11% | 2.44% |
| 2022 | 2.22% | 2.13% |
| 2021 | 0.90% | 1.94% |
| 2020 | 2.15% | 2.09% |
| 2019 | 3.14% | 1.84% |
| 2018 | 2.66% | 2.09% |
| 2017 | 2.08% | 3.44% |
| 2016 | 1.85% | 3.53% |
| 2015 | 2.92% | 0.61% |
| 2014 | 1.66% | 0.00% |
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