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PCY vs UTES

Comparison between INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF (PCY, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

5-Year PerformanceUTES has outperformed PCY, delivering a return of +17.2% compared to +1.4%

PCY vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PCY
$1.40B
UTES
$1.40B
Expense Ratio
PCY
0.50%
Winner
UTES
0.49%
Max Drawdown
PCY
49.44%
Winner
UTES
35.71%
Sharpe Ratio
Winner
PCY
1.34
UTES
0.51
5Y Beta
Winner
PCY
0.38
UTES
0.72
P/E Ratio
PCY
N/A
UTES
27.29
Forward P/E
PCY
N/A
UTES
19.98
PEG Ratio
PCY
N/A
UTES
1.05
5Y Dividends CAGR
PCY
0.77%
Winner
UTES
1.74%
5Y EPS CAGR
PCY
N/A
UTES
8.87%
Debt to Equity
PCY
N/A
UTES
219.65%
P/S Ratio
PCY
N/A
UTES
3.09
P/B Ratio
PCY
N/A
UTES
3.07

PCY vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PCY
+2.38%
UTES
+1.25%
3M
PCY
+5.08%
Winner
UTES
+5.63%
6M
PCY
+2.60%
Winner
UTES
+4.75%
1Y
Winner
PCY
+14.04%
UTES
+11.50%
5Y(CAGR)
PCY
+1.43%
Winner
UTES
+17.20%
10Y(CAGR)
PCY
+2.62%
Winner
UTES
+12.80%
Max(CAGR)
PCY
+4.70%
Winner
UTES
+14.23%

PCY vs UTES - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPCYUTES
2026+2.55%+2.92%
2025+15.67%+22.66%
2024+3.76%+43.95%
2023+17.40%-1.97%
2022-23.63%+1.90%
2021-3.69%+23.82%
2020+2.04%+1.59%
2019+17.66%+27.65%
2018-6.44%+6.28%
2017+9.62%+14.80%
2016+9.16%+16.95%
2015+2.68%+5.54%
2014+9.04%N/A
2013-10.55%N/A
2012+21.91%N/A
2011+8.04%N/A
2010+11.15%N/A
2009+28.92%N/A
2008-17.73%N/A
2007+4.15%N/A

PCY vs UTES Drawdown Comparison

The maximum drawdown for PCY was -49.13%, occurring on Oct 27, 2008. Recovery took 231 trading sessions.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current PCY drawdown is -0.67%. The current UTES drawdown is -4.76%.

RankPCYUTES
#1-49.13%
Sep 29, 2008 - Aug 28, 2009
-35.37%
Feb 18, 2020 - Apr 20, 2021
#2-37.76%
Feb 21, 2020 - Oct 1, 2025
-20.39%
Sep 12, 2022 - Apr 25, 2024
#3-21.74%
May 21, 2008 - Sep 29, 2008
-17.62%
Jan 24, 2025 - May 19, 2025
#4-16.57%
May 2, 2013 - Aug 27, 2014
-15.99%
Apr 8, 2022 - Aug 12, 2022
#5-10.16%
Jan 8, 2018 - Mar 21, 2019
-13.88%
Oct 15, 2025 - Feb 4, 2026
#6-9.22%
Sep 7, 2016 - Jun 2, 2017
-13.20%
Nov 27, 2017 - Jul 6, 2018
#7-7.45%
Nov 4, 2010 - Jul 29, 2011
-12.43%
Jul 6, 2016 - Mar 24, 2017
#8-6.78%
Aug 27, 2014 - Feb 3, 2015
-10.42%
Nov 26, 2024 - Jan 16, 2025
#9-6.77%
Sep 8, 2011 - Nov 8, 2011
-9.80%
Dec 31, 2021 - Mar 24, 2022
#10-5.93%
Apr 24, 2015 - Oct 16, 2015
-8.97%
Dec 13, 2018 - Feb 21, 2019
#11-5.91%
Feb 25, 2026 - Jun 12, 2026
-8.59%
Sep 2, 2021 - Dec 6, 2021
#12-4.83%
Apr 15, 2010 - Jul 7, 2010
-7.78%
Oct 4, 2024 - Nov 18, 2024
#13-4.77%
Jan 2, 2013 - May 2, 2013
-6.74%
Aug 4, 2025 - Oct 1, 2025
#14-4.48%
Oct 16, 2015 - Mar 1, 2016
-6.63%
Sep 30, 2019 - Jan 15, 2020
#15-4.45%
Oct 14, 2009 - Mar 9, 2010
-6.45%
May 31, 2024 - Aug 15, 2024

Correlation

Correlation between PCY and UTES is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (2007 - 2026)

PCY vs UTES dividend yield comparison.

YearPCYUTES
20262.92%0.69%
20255.93%1.42%
20246.65%1.51%
20236.48%2.44%
20226.81%2.13%
20214.80%1.94%
20204.45%2.09%
20194.78%1.84%
20184.93%2.09%
20174.80%3.44%
20165.19%3.53%
20155.46%0.61%
20144.58%0.00%
20134.69%0.00%
20124.62%0.00%
20115.46%0.00%
20105.90%0.00%
20096.29%0.00%
20087.13%0.00%
20071.17%0.00%

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