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
Winner
SCMB
0.44
UTG
0.30
5Y Beta
Winner
SCMB
0.04
UTG
0.53
5Y Dividends CAGR
SCMB
N/A
UTG
3.86%
SCMB vs UTG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCMB
-0.96%
UTG
-1.01%
3M
Winner
SCMB
+0.00%
UTG
-7.75%
6M
SCMB
-0.31%
Winner
UTG
+7.13%
1Y
SCMB
+5.05%
Winner
UTG
+7.77%
5Y(CAGR)
SCMB
N/A
UTG
+9.62%
10Y(CAGR)
SCMB
N/A
UTG
+9.80%
Max(CAGR)
SCMB
+3.74%
Winner
UTG
+10.86%
SCMB vs UTG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCMB | UTG |
|---|---|---|
| 2026 | +0.66% | +8.98% |
| 2025 | +3.34% | +22.37% |
| 2024 | +1.10% | +26.78% |
| 2023 | +5.70% | +1.15% |
| 2022 | +3.05% | -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 | -13.79% |
| 2014 | N/A | +39.83% |
| 2013 | N/A | +10.08% |
| 2012 | N/A | +1.56% |
| 2011 | N/A | +23.57% |
| 2010 | N/A | +24.97% |
| 2009 | N/A | +61.39% |
| 2008 | N/A | -48.71% |
| 2007 | N/A | +13.03% |
| 2006 | N/A | +31.94% |
| 2005 | N/A | +3.28% |
| 2004 | N/A | +5.01% |
SCMB vs UTG Drawdown Comparison
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The current SCMB drawdown is -1.23%. The current UTG drawdown is -8.76%.
| Rank | SCMB | UTG |
|---|---|---|
| #1 | -6.13% Apr 12, 2023 - Dec 1, 2023 | -67.75% Jan 11, 2008 - Jul 30, 2010 |
| #2 | -4.75% Dec 4, 2024 - Sep 11, 2025 | -47.96% Feb 12, 2020 - Sep 2, 2021 |
| #3 | -3.23% Feb 2, 2023 - Apr 6, 2023 | -26.50% Apr 20, 2022 - Aug 15, 2024 |
| #4 | -2.92% Feb 27, 2026 - Jul 6, 2026 | -22.66% Feb 3, 2015 - May 12, 2016 |
| #5 | -2.55% Oct 1, 2024 - Dec 3, 2024 | -22.28% Aug 24, 2017 - Mar 18, 2019 |
| #6 | -2.27% Jul 6, 2026 - Jul 23, 2026 | -21.31% Jul 25, 2011 - Sep 20, 2011 |
| #7 | -2.25% Feb 1, 2024 - Jul 16, 2024 | -20.10% Mar 17, 2004 - Dec 22, 2004 |
| #8 | -2.09% Oct 12, 2022 - Nov 10, 2022 | -15.96% Jul 3, 2012 - Mar 13, 2013 |
| #9 | -1.25% Dec 29, 2023 - Feb 1, 2024 | -15.30% May 21, 2007 - Oct 31, 2007 |
| #10 | -1.05% Dec 14, 2022 - Jan 6, 2023 | -14.94% Nov 27, 2024 - May 15, 2025 |
| #11 | -0.94% Aug 5, 2024 - Sep 6, 2024 | -14.92% Sep 7, 2005 - Jul 26, 2006 |
| #12 | -0.58% Sep 17, 2025 - Oct 10, 2025 | -13.54% May 17, 2013 - Feb 11, 2014 |
| #13 | -0.50% Nov 11, 2025 - Dec 29, 2025 | -12.48% May 6, 2026 - Jul 29, 2026 |
| #14 | -0.50% Jan 16, 2026 - Feb 5, 2026 | -11.66% Jul 11, 2016 - Dec 27, 2016 |
| #15 | -0.38% Oct 24, 2025 - Nov 11, 2025 | -11.57% Oct 15, 2025 - Feb 17, 2026 |
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 | 2.09% | 3.08% |
| 2025 | 3.36% | 6.42% |
| 2024 | 3.34% | 7.19% |
| 2023 | 3.10% | 8.53% |
| 2022 | 0.59% | 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% | 6.86% |
| 2014 | 0.00% | 5.06% |
| 2013 | 0.00% | 6.31% |
| 2012 | 0.00% | 6.30% |
| 2011 | 0.00% | 6.49% |
| 2010 | 0.00% | 6.17% |
| 2009 | 0.00% | 7.78% |
| 2008 | 0.00% | 13.58% |
| 2007 | 0.00% | 8.08% |
| 2006 | 0.00% | 5.47% |
| 2005 | 0.00% | 7.65% |
| 2004 | 0.00% | 4.88% |
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