SPHD vs UTF
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and Cohen & Steers Infrastructure Fund Inc (UTF, ETF).
5-Year PerformanceUTF has outperformed SPHD, delivering a return of +7.5% compared to +6.4%
SPHD vs UTF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPHD vs UTF - Historical Returns
Returns include dividend reinvestment.
SPHD vs UTF - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | UTF |
|---|---|---|
| 2026 | +4.98% | +14.84% |
| 2025 | +3.29% | +9.02% |
| 2024 | +16.18% | +21.94% |
| 2023 | +0.93% | -4.37% |
| 2022 | +0.31% | -10.87% |
| 2021 | +26.77% | +18.88% |
| 2020 | -8.99% | +7.66% |
| 2019 | +20.89% | +38.37% |
| 2018 | -6.32% | -9.63% |
| 2017 | +10.79% | +33.83% |
| 2016 | +23.47% | +12.44% |
| 2015 | +4.85% | -9.81% |
| 2014 | +21.27% | +18.86% |
| 2013 | +18.33% | +16.92% |
| 2012 | -1.73% | +26.58% |
| 2011 | N/A | +4.00% |
| 2010 | N/A | +9.22% |
| 2009 | N/A | +55.69% |
| 2008 | N/A | -56.76% |
| 2007 | N/A | +25.13% |
| 2006 | N/A | +28.72% |
| 2005 | N/A | +9.43% |
| 2004 | N/A | +21.99% |
SPHD vs UTF Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for UTF was -72.50%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.
The current SPHD drawdown is -4.38%.
| Rank | SPHD | UTF |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -72.50% Jan 11, 2008 - Sep 12, 2012 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -52.53% Feb 18, 2020 - Nov 16, 2020 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -30.24% Apr 20, 2022 - Aug 8, 2024 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -27.26% Jul 1, 2014 - Jun 30, 2016 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -18.14% Aug 29, 2018 - Jan 25, 2019 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -17.85% May 21, 2007 - Oct 29, 2007 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -16.28% May 17, 2013 - Jan 16, 2014 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -13.18% Sep 7, 2005 - Jul 20, 2006 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -12.73% Jan 8, 2018 - Jul 31, 2018 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -11.99% Apr 2, 2025 - May 16, 2025 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -11.88% Aug 13, 2021 - Mar 28, 2022 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -11.18% Sep 8, 2016 - Feb 8, 2017 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -11.08% Nov 29, 2024 - Apr 1, 2025 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -10.32% Aug 22, 2025 - Jan 29, 2026 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -10.17% Nov 1, 2012 - Dec 31, 2012 |
Correlation
Correlation between SPHD and UTF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
SPHD vs UTF dividend yield comparison.
| Year | SPHD | UTF |
|---|---|---|
| 2026 | 1.66% | 2.92% |
| 2025 | 4.02% | 7.62% |
| 2024 | 3.41% | 7.74% |
| 2023 | 4.48% | 8.76% |
| 2022 | 3.89% | 7.75% |
| 2021 | 3.45% | 6.53% |
| 2020 | 4.89% | 7.20% |
| 2019 | 4.07% | 7.10% |
| 2018 | 4.40% | 10.12% |
| 2017 | 3.14% | 7.37% |
| 2016 | 3.83% | 10.51% |
| 2015 | 3.49% | 8.39% |
| 2014 | 3.24% | 6.51% |
| 2013 | 3.68% | 6.99% |
| 2012 | 0.93% | 7.68% |
| 2011 | 0.00% | 9.11% |
| 2010 | 0.00% | 7.31% |
| 2009 | 0.00% | 6.02% |
| 2008 | 0.00% | 22.86% |
| 2007 | 0.00% | 11.04% |
| 2006 | 0.00% | 6.34% |
| 2005 | 0.00% | 6.17% |
| 2004 | 0.00% | 3.43% |
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