LONZ vs DPG
Comparison between PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF) and Duff & Phelps Utility and Infrastructure Fund Inc (DPG, ETF).
LONZ vs DPG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LONZ
$585M
DPG
$583M
Expense Ratio
LONZ
0.63%
DPG
N/A
Max Drawdown
Winner
LONZ
6.03%
DPG
76.01%
Sharpe Ratio
LONZ
0.55
Winner
DPG
1.28
5Y Beta
Winner
LONZ
0.10
DPG
0.38
5Y Dividends CAGR
LONZ
N/A
DPG
-8.15%
LONZ vs DPG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LONZ
+0.99%
DPG
-0.91%
3M
LONZ
+1.67%
Winner
DPG
+2.33%
6M
Winner
LONZ
+4.77%
DPG
+1.28%
1Y
LONZ
+5.10%
Winner
DPG
+20.91%
5Y(CAGR)
LONZ
+7.45%
Winner
DPG
+8.92%
10Y(CAGR)
LONZ
N/A
DPG
+7.83%
Max(CAGR)
Winner
LONZ
+7.45%
DPG
+6.76%
LONZ vs DPG - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | LONZ | DPG |
|---|---|---|
| 2026 | +3.40% | +17.14% |
| 2025 | +5.09% | +16.48% |
| 2024 | +9.42% | +35.56% |
| 2023 | +12.26% | -24.87% |
| 2022 | +0.79% | +3.83% |
| 2021 | N/A | +32.46% |
| 2020 | N/A | -10.01% |
| 2019 | N/A | +38.67% |
| 2018 | N/A | -17.04% |
| 2017 | N/A | +8.80% |
| 2016 | N/A | +14.72% |
| 2015 | N/A | -25.08% |
| 2014 | N/A | +22.62% |
| 2013 | N/A | +19.06% |
| 2012 | N/A | +1.16% |
| 2011 | N/A | -6.38% |
LONZ vs DPG Drawdown Comparison
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The maximum drawdown for DPG was -64.61%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.
The current DPG drawdown is -2.43%.
| Rank | LONZ | DPG |
|---|---|---|
| #1 | -4.19% Feb 14, 2025 - May 12, 2025 | -64.61% Jan 29, 2020 - Mar 11, 2021 |
| #2 | -4.05% Aug 12, 2022 - Jan 6, 2023 | -41.98% Dec 3, 2014 - Apr 9, 2019 |
| #3 | -3.91% Jun 9, 2022 - Aug 5, 2022 | -41.18% Sep 12, 2022 - Nov 27, 2024 |
| #4 | -2.03% Dec 26, 2025 - Apr 17, 2026 | -17.61% May 27, 2022 - Aug 16, 2022 |
| #5 | -2.03% Mar 8, 2023 - Apr 17, 2023 | -14.70% Aug 16, 2011 - Feb 23, 2012 |
| #6 | -1.41% Jul 23, 2024 - Aug 28, 2024 | -13.54% Feb 23, 2012 - Aug 3, 2012 |
| #7 | -0.70% Oct 16, 2023 - Nov 6, 2023 | -12.69% Apr 2, 2025 - Apr 29, 2025 |
| #8 | -0.69% Jan 19, 2024 - Feb 14, 2024 | -11.16% Aug 29, 2014 - Nov 17, 2014 |
| #9 | -0.57% Oct 7, 2025 - Oct 27, 2025 | -10.99% May 21, 2013 - Oct 22, 2013 |
| #10 | -0.54% Sep 28, 2023 - Oct 12, 2023 | -10.68% Aug 20, 2012 - Feb 1, 2013 |
| #11 | -0.52% Dec 16, 2024 - Dec 31, 2024 | -10.66% Nov 29, 2024 - Mar 31, 2025 |
| #12 | -0.44% Feb 14, 2023 - Mar 3, 2023 | -9.71% Jun 14, 2021 - Dec 31, 2021 |
| #13 | -0.39% Jun 2, 2026 - Jun 15, 2026 | -7.90% Apr 20, 2022 - May 27, 2022 |
| #14 | -0.38% Jan 23, 2025 - Feb 14, 2025 | -7.55% Sep 30, 2019 - Jan 13, 2020 |
| #15 | -0.34% May 14, 2026 - Jun 1, 2026 | -6.89% Mar 11, 2021 - Apr 8, 2021 |
Correlation
Correlation between LONZ and DPG is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2011 - 2026)
LONZ vs DPG dividend yield comparison.
| Year | LONZ | DPG |
|---|---|---|
| 2026 | 5.14% | 3.40% |
| 2025 | 6.60% | 6.61% |
| 2024 | 8.16% | 7.19% |
| 2023 | 8.29% | 12.21% |
| 2022 | 3.33% | 10.36% |
| 2021 | 0.00% | 9.70% |
| 2020 | 0.00% | 11.48% |
| 2019 | 0.00% | 9.21% |
| 2018 | 0.00% | 11.81% |
| 2017 | 0.00% | 9.02% |
| 2016 | 0.00% | 9.03% |
| 2015 | 0.00% | 9.50% |
| 2014 | 0.00% | 6.47% |
| 2013 | 0.00% | 7.34% |
| 2012 | 0.00% | 8.30% |
| 2011 | 0.00% | 3.87% |
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