SCMB vs UTG
Comparison between SCHWAB MUNICIPAL BOND ETF (SCMB, ETF) and Reaves Utility Income Fund (UTG, ETF).
SCMB vs UTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCMB
$3.90B
Winner
UTG
$4B
Expense Ratio
SCMB
0.03%
UTG
N/A
Max Drawdown
Winner
SCMB
7.77%
UTG
71.97%
Sharpe Ratio
SCMB
0.94
Winner
UTG
1.33
5Y Beta
Winner
SCMB
0.03
UTG
0.51
5Y Dividends CAGR
SCMB
N/A
UTG
2.05%
SCMB vs UTG - Historical Returns
Returns include dividend reinvestment.
1M
SCMB
+1.51%
Winner
UTG
+3.61%
3M
SCMB
+1.15%
Winner
UTG
+5.10%
6M
SCMB
+1.75%
Winner
UTG
+20.31%
1Y
SCMB
+6.55%
Winner
UTG
+29.19%
5Y(CAGR)
SCMB
N/A
UTG
+11.93%
10Y(CAGR)
SCMB
N/A
UTG
+10.61%
Max(CAGR)
SCMB
+5.87%
Winner
UTG
+11.45%
SCMB vs UTG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCMB | UTG |
|---|---|---|
| 2026 | +1.42% | +16.31% |
| 2025 | +3.34% | +22.37% |
| 2024 | +3.66% | +26.78% |
| 2023 | +9.10% | +1.15% |
| 2022 | +3.65% | -13.56% |
| 2021 | N/A | +14.73% |
| 2020 | N/A | -5.97% |
| 2019 | N/A | +34.02% |
| 2018 | N/A | +2.33% |
| 2017 | N/A | +5.13% |
| 2016 | N/A | +29.83% |
| 2015 | N/A | -13.69% |
| 2014 | N/A | +40.00% |
| 2013 | N/A | +10.23% |
| 2012 | N/A | +1.80% |
| 2011 | N/A | +24.05% |
| 2010 | N/A | +25.45% |
| 2009 | N/A | +62.35% |
| 2008 | N/A | -48.44% |
| 2007 | N/A | +13.55% |
| 2006 | N/A | +32.40% |
| 2005 | N/A | +3.71% |
| 2004 | N/A | +5.34% |
SCMB vs UTG Drawdown Comparison
The maximum drawdown for SCMB was -4.80%, occurring on Oct 30, 2023. Recovery took 86 trading sessions.
The maximum drawdown for UTG was -67.57%, occurring on Mar 9, 2009. Recovery took 637 trading sessions.
The current SCMB drawdown is -0.48%. The current UTG drawdown is -2.63%.
| Rank | SCMB | UTG |
|---|---|---|
| #1 | -4.80% Jul 24, 2023 - Nov 22, 2023 | -67.57% Jan 11, 2008 - Jul 23, 2010 |
| #2 | -4.75% Dec 4, 2024 - Sep 11, 2025 | -47.96% Feb 12, 2020 - Sep 2, 2021 |
| #3 | -3.18% Feb 2, 2023 - Apr 4, 2023 | -26.50% Apr 20, 2022 - Aug 15, 2024 |
| #4 | -2.92% Feb 27, 2026 - Mar 24, 2026 | -22.57% Feb 3, 2015 - May 4, 2016 |
| #5 | -2.83% Apr 12, 2023 - Jul 19, 2023 | -22.28% Aug 24, 2017 - Mar 18, 2019 |
| #6 | -2.55% Oct 1, 2024 - Dec 3, 2024 | -21.31% Jul 25, 2011 - Sep 20, 2011 |
| #7 | -2.09% Oct 12, 2022 - Nov 10, 2022 | -20.03% Mar 17, 2004 - Dec 22, 2004 |
| #8 | -1.68% May 15, 2024 - Jun 12, 2024 | -15.92% Jul 3, 2012 - Mar 13, 2013 |
| #9 | -1.67% Mar 8, 2024 - May 15, 2024 | -15.24% May 21, 2007 - Oct 31, 2007 |
| #10 | -1.25% Dec 29, 2023 - Feb 1, 2024 | -14.94% Nov 27, 2024 - May 15, 2025 |
| #11 | -1.14% Feb 1, 2024 - Mar 7, 2024 | -14.87% Sep 7, 2005 - Jul 25, 2006 |
| #12 | -0.94% Aug 5, 2024 - Sep 4, 2024 | -13.51% May 17, 2013 - Feb 11, 2014 |
| #13 | -0.85% Dec 14, 2022 - Jan 6, 2023 | -11.66% Jul 11, 2016 - Dec 27, 2016 |
| #14 | -0.77% Jun 14, 2024 - Jul 3, 2024 | -11.57% Oct 15, 2025 - Feb 17, 2026 |
| #15 | -0.58% Sep 17, 2025 - Oct 10, 2025 | -11.30% Sep 3, 2021 - Apr 20, 2022 |
Correlation
Correlation between SCMB and UTG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2004 - 2026)
SCMB vs UTG dividend yield comparison.
| Year | SCMB | UTG |
|---|---|---|
| 2026 | 1.45% | 2.38% |
| 2025 | 3.36% | 6.42% |
| 2024 | 5.87% | 7.19% |
| 2023 | 6.19% | 8.53% |
| 2022 | 1.18% | 8.07% |
| 2021 | 0.00% | 6.35% |
| 2020 | 0.00% | 6.59% |
| 2019 | 0.00% | 5.69% |
| 2018 | 0.00% | 6.86% |
| 2017 | 0.00% | 6.21% |
| 2016 | 0.00% | 9.02% |
| 2015 | 0.00% | 6.99% |
| 2014 | 0.00% | 5.18% |
| 2013 | 0.00% | 6.44% |
| 2012 | 0.00% | 6.54% |
| 2011 | 0.00% | 6.85% |
| 2010 | 0.00% | 6.52% |
| 2009 | 0.00% | 8.23% |
| 2008 | 0.00% | 14.36% |
| 2007 | 0.00% | 8.54% |
| 2006 | 0.00% | 5.78% |
| 2005 | 0.00% | 8.09% |
| 2004 | 0.00% | 5.15% |
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