OIA vs GUT
Comparison between Invesco Municipal Income Opportunities Trust (OIA, ETF) and Gabelli Utility Trust (GUT, ETF).
5-Year PerformanceGUT has outperformed OIA, delivering a return of +6.5% compared to -0.7%
OIA vs GUT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OIA vs GUT - Historical Returns
Returns include dividend reinvestment.
OIA vs GUT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OIA | GUT |
|---|---|---|
| 2026 | +3.24% | +7.10% |
| 2025 | +6.44% | +31.06% |
| 2024 | -4.20% | +4.26% |
| 2023 | +7.17% | -22.49% |
| 2022 | -17.71% | -1.07% |
| 2021 | +6.09% | +11.29% |
| 2020 | +4.68% | +13.94% |
| 2019 | +17.64% | +42.58% |
| 2018 | -8.99% | -8.15% |
| 2017 | +17.32% | +22.38% |
| 2016 | +3.43% | +21.28% |
| 2015 | +10.72% | -14.62% |
| 2014 | +18.25% | +25.25% |
| 2013 | -12.44% | +11.09% |
| 2012 | +16.13% | -12.76% |
| 2011 | +16.63% | +33.98% |
| 2010 | +6.34% | -20.95% |
| 2009 | +37.16% | +59.59% |
| 2008 | -32.05% | -32.37% |
| 2007 | -21.12% | +4.06% |
| 2006 | +20.62% | +18.22% |
| 2005 | +21.06% | +5.52% |
| 2004 | +12.12% | +5.46% |
| 2003 | +3.36% | +20.15% |
| 2002 | -0.03% | -0.73% |
| 2001 | -0.47% | +12.68% |
| 2000 | +8.10% | +23.64% |
| 1999 | -5.35% | -3.17% |
OIA vs GUT Drawdown Comparison
The maximum drawdown for OIA was -55.23%, occurring on Oct 10, 2008. Recovery took 1283 trading sessions.
The maximum drawdown for GUT was -52.79%, occurring on Oct 10, 2008. Recovery took 304 trading sessions.
The current OIA drawdown is -7.89%. The current GUT drawdown is -1.42%.
| Rank | OIA | GUT |
|---|---|---|
| #1 | -55.23% May 11, 2007 - Jun 13, 2012 | -52.79% Sep 11, 2008 - Nov 24, 2009 |
| #2 | -34.85% Aug 30, 2021 - Oct 27, 2023 | -42.14% Feb 12, 2020 - Aug 4, 2020 |
| #3 | -31.78% Feb 24, 2020 - Dec 31, 2020 | -35.57% Dec 14, 2009 - Dec 16, 2011 |
| #4 | -22.39% Nov 26, 2012 - Jan 12, 2015 | -33.94% Jan 9, 2023 - Jul 9, 2025 |
| #5 | -19.90% Sep 6, 2000 - Feb 12, 2001 | -25.63% May 9, 2002 - May 15, 2003 |
| #6 | -14.09% Sep 30, 2016 - May 31, 2017 | -24.25% Aug 14, 2012 - May 23, 2014 |
| #7 | -13.06% Sep 10, 2018 - Mar 21, 2019 | -21.24% Jul 10, 2003 - Jan 12, 2004 |
| #8 | -11.94% Oct 7, 2002 - Jun 11, 2003 | -20.72% Jan 29, 2015 - May 24, 2016 |
| #9 | -11.02% Nov 5, 1999 - Jul 19, 2000 | -19.94% Jan 11, 2022 - Aug 16, 2022 |
| #10 | -11.02% Mar 9, 2004 - Oct 6, 2004 | -17.75% Feb 16, 2018 - Feb 8, 2019 |
| #11 | -10.80% Aug 31, 2001 - Sep 3, 2002 | -17.63% Sep 19, 2005 - Oct 31, 2006 |
| #12 | -9.53% Nov 7, 2005 - Jan 5, 2006 | -17.13% Sep 12, 2022 - Jan 6, 2023 |
| #13 | -9.10% Jun 16, 2003 - Mar 8, 2004 | -16.27% Feb 10, 2021 - Jun 24, 2021 |
| #14 | -8.65% Dec 27, 2017 - Aug 29, 2018 | -14.70% Mar 29, 2004 - Aug 3, 2004 |
| #15 | -7.54% Apr 12, 2019 - Aug 6, 2019 | -13.14% Apr 16, 2007 - Jul 9, 2008 |
Correlation
Correlation between OIA and GUT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
OIA vs GUT dividend yield comparison.
| Year | OIA | GUT |
|---|---|---|
| 2026 | 2.41% | 4.01% |
| 2025 | 5.81% | 9.95% |
| 2024 | 5.87% | 11.72% |
| 2023 | 5.09% | 11.06% |
| 2022 | 5.68% | 7.98% |
| 2021 | 4.69% | 7.28% |
| 2020 | 4.81% | 7.38% |
| 2019 | 4.88% | 7.72% |
| 2018 | 5.84% | 10.09% |
| 2017 | 5.16% | 8.44% |
| 2016 | 5.58% | 9.52% |
| 2015 | 5.40% | 10.52% |
| 2014 | 5.85% | 8.19% |
| 2013 | 6.77% | 9.38% |
| 2012 | 5.74% | 9.53% |
| 2011 | 6.31% | 7.69% |
| 2010 | 6.80% | 11.27% |
| 2009 | 6.98% | 8.05% |
| 2008 | 10.17% | 12.20% |
| 2007 | 7.22% | 7.58% |
| 2006 | 5.61% | 7.24% |
| 2005 | 6.07% | 7.77% |
| 2004 | 6.46% | 7.74% |
| 2003 | 7.31% | 7.50% |
| 2002 | 7.50% | 8.26% |
| 2001 | 7.31% | 7.29% |
| 2000 | 3.07% | 7.43% |
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