RAVI vs UTES
Comparison between FLEXSHARES ULTRA-SHORT INCOME FUND (RAVI, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed RAVI, delivering a return of +17.2% compared to +3.5%
RAVI vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RAVI vs UTES - Historical Returns
Returns include dividend reinvestment.
RAVI vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | RAVI | UTES |
|---|---|---|
| 2026 | +1.69% | +2.92% |
| 2025 | +4.93% | +22.66% |
| 2024 | +5.66% | +43.95% |
| 2023 | +5.53% | -1.97% |
| 2022 | +0.16% | +1.90% |
| 2021 | -0.02% | +23.82% |
| 2020 | +2.02% | +1.59% |
| 2019 | +3.48% | +27.65% |
| 2018 | +1.72% | +6.28% |
| 2017 | +1.25% | +14.80% |
| 2016 | +1.69% | +16.95% |
| 2015 | N/A | +5.54% |
RAVI vs UTES Drawdown Comparison
The maximum drawdown for RAVI was -3.72%, occurring on Mar 20, 2020. Recovery took 56 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current UTES drawdown is -4.76%.
| Rank | RAVI | UTES |
|---|---|---|
| #1 | -3.72% Mar 3, 2020 - May 21, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -3.28% Sep 13, 2021 - Jan 12, 2023 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -0.77% Feb 11, 2016 - Jun 3, 2016 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -0.41% Oct 20, 2016 - Feb 6, 2017 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -0.37% Mar 13, 2023 - Apr 5, 2023 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -0.36% Apr 3, 2025 - Apr 25, 2025 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -0.33% Feb 6, 2017 - Mar 20, 2017 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -0.29% Nov 13, 2018 - Jan 9, 2019 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -0.29% Feb 8, 2016 - Feb 11, 2016 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -0.28% Jan 13, 2016 - Jan 19, 2016 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.25% Jan 22, 2016 - Feb 3, 2016 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.24% May 11, 2018 - May 17, 2018 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.20% Jan 6, 2016 - Jan 13, 2016 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.19% Feb 19, 2021 - May 6, 2021 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.19% Aug 1, 2017 - Aug 31, 2017 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between RAVI and UTES is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2015 - 2026)
RAVI vs UTES dividend yield comparison.
| Year | RAVI | UTES |
|---|---|---|
| 2026 | 1.71% | 0.69% |
| 2025 | 4.59% | 1.42% |
| 2024 | 5.34% | 1.51% |
| 2023 | 4.55% | 2.44% |
| 2022 | 1.70% | 2.13% |
| 2021 | 0.90% | 1.94% |
| 2020 | 1.29% | 2.09% |
| 2019 | 2.53% | 1.84% |
| 2018 | 2.22% | 2.09% |
| 2017 | 1.28% | 3.44% |
| 2016 | 0.90% | 3.53% |
| 2015 | 0.00% | 0.61% |
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