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SIVR vs UTG

Comparison between abrdn Physical Silver Shares ETF (SIVR, ETF) and Reaves Utility Income Fund (UTG, ETF).

5-Year PerformanceSIVR has outperformed UTG, delivering a return of +20.8% compared to +9.6%

SIVR vs UTG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SIVR
$3.90B
Winner
UTG
$4B
Expense Ratio
SIVR
0.30%
UTG
N/A
Max Drawdown
SIVR
75.85%
Winner
UTG
71.97%
Sharpe Ratio
Winner
SIVR
1.11
UTG
0.30
5Y Beta
SIVR
0.80
Winner
UTG
0.53
5Y Dividends CAGR
SIVR
N/A
UTG
3.86%

SIVR vs UTG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SIVR
+5.57%
UTG
-1.01%
3M
SIVR
-19.65%
Winner
UTG
-7.75%
6M
SIVR
-17.93%
Winner
UTG
+7.13%
1Y
Winner
SIVR
+65.83%
UTG
+7.77%
5Y(CAGR)
Winner
SIVR
+20.85%
UTG
+9.62%
10Y(CAGR)
Winner
SIVR
+12.09%
UTG
+9.80%
Max(CAGR)
SIVR
+9.00%
Winner
UTG
+10.86%

SIVR vs UTG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSIVRUTG
2026-12.41%+8.98%
2025+139.69%+22.37%
2024+21.78%+26.78%
2023-1.09%+1.15%
2022+4.22%-13.56%
2021-15.05%+14.73%
2020+46.33%-5.97%
2019+14.85%+34.02%
2018-10.21%+2.33%
2017+3.64%+5.13%
2016+14.97%+29.83%
2015-12.68%-13.79%
2014-21.75%+39.83%
2013-37.32%+10.08%
2012+2.14%+1.56%
2011-9.98%+23.57%
2010+75.20%+24.97%
2009+21.19%+61.39%
2008N/A-48.71%
2007N/A+13.03%
2006N/A+31.94%
2005N/A+3.28%
2004N/A+5.01%

SIVR vs UTG Drawdown Comparison

The maximum drawdown for SIVR was -75.85%, occurring on Mar 18, 2020. Recovery took 3636 trading sessions.

The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.

The current SIVR drawdown is -45.47%. The current UTG drawdown is -8.76%.

RankSIVRUTG
#1-75.85%
Apr 28, 2011 - Oct 13, 2025
-67.75%
Jan 11, 2008 - Jul 30, 2010
#2-52.27%
Jan 28, 2026 - Jul 16, 2026
-47.96%
Feb 12, 2020 - Sep 2, 2021
#3-21.85%
Dec 2, 2009 - May 11, 2010
-26.50%
Apr 20, 2022 - Aug 15, 2024
#4-13.63%
Oct 16, 2025 - Nov 28, 2025
-22.66%
Feb 3, 2015 - May 12, 2016
#5-13.02%
Dec 31, 2010 - Feb 17, 2011
-22.28%
Aug 24, 2017 - Mar 18, 2019
#6-10.92%
May 12, 2010 - Sep 2, 2010
-21.31%
Jul 25, 2011 - Sep 20, 2011
#7-9.68%
Oct 14, 2009 - Nov 16, 2009
-20.10%
Mar 17, 2004 - Dec 22, 2004
#8-9.40%
Dec 26, 2025 - Jan 6, 2026
-15.96%
Jul 3, 2012 - Mar 13, 2013
#9-8.18%
Nov 8, 2010 - Nov 22, 2010
-15.30%
May 21, 2007 - Oct 31, 2007
#10-8.17%
Aug 13, 2009 - Sep 2, 2009
-14.94%
Nov 27, 2024 - May 15, 2025
#11-8.08%
Sep 16, 2009 - Oct 7, 2009
-14.92%
Sep 7, 2005 - Jul 26, 2006
#12-6.37%
Dec 6, 2010 - Dec 29, 2010
-13.54%
May 17, 2013 - Feb 11, 2014
#13-5.98%
Oct 14, 2010 - Oct 29, 2010
-12.48%
May 6, 2026 - Jul 29, 2026
#14-5.41%
Jan 6, 2026 - Jan 12, 2026
-11.66%
Jul 11, 2016 - Dec 27, 2016
#15-5.40%
Mar 9, 2011 - Mar 21, 2011
-11.57%
Oct 15, 2025 - Feb 17, 2026

Correlation

Correlation between SIVR and UTG is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52
-101

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