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TFI vs UTF

Comparison between STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF) and Cohen & Steers Infrastructure Fund Inc (UTF, ETF).

5-Year PerformanceUTF has outperformed TFI, delivering a return of +7.0% compared to -0.2%

TFI vs UTF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TFI
$3.10B
UTF
$3.10B
Expense Ratio
TFI
0.23%
UTF
N/A
Max Drawdown
Winner
TFI
18.31%
UTF
76.73%
Sharpe Ratio
Winner
TFI
0.95
UTF
0.83
5Y Beta
Winner
TFI
0.03
UTF
0.33
5Y Dividends CAGR
Winner
TFI
10.31%
UTF
2.15%

TFI vs UTF - Historical Returns

Returns include dividend reinvestment.

1M
TFI
+0.56%
Winner
UTF
+1.09%
3M
TFI
+0.76%
Winner
UTF
+8.42%
6M
TFI
+1.71%
Winner
UTF
+19.67%
1Y
TFI
+5.88%
Winner
UTF
+14.06%
5Y(CAGR)
TFI
-0.17%
Winner
UTF
+6.95%
10Y(CAGR)
TFI
+1.42%
Winner
UTF
+11.87%
Max(CAGR)
TFI
+3.04%
Winner
UTF
+10.96%

TFI vs UTF - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearTFIUTF
2026+1.03%+16.10%
2025+3.44%+9.02%
2024+0.05%+21.94%
2023+5.43%-4.37%
2022-10.05%-10.87%
2021+0.33%+18.88%
2020+5.61%+7.66%
2019+7.26%+38.37%
2018+0.58%-9.63%
2017+5.61%+33.83%
2016-0.19%+12.44%
2015+3.31%-9.81%
2014+9.57%+18.86%
2013-3.97%+16.92%
2012+6.36%+26.58%
2011+13.23%+4.00%
2010-0.21%+9.22%
2009+10.82%+55.69%
2008-0.45%-56.76%
2007+1.47%+25.13%
2006N/A+28.72%
2005N/A+9.43%
2004N/A+21.99%

TFI vs UTF Drawdown Comparison

The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.

The maximum drawdown for UTF was -72.50%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.

The current TFI drawdown is -1.28%.

RankTFIUTF
#1-15.49%
Mar 9, 2020 - Jul 16, 2020
-72.50%
Jan 11, 2008 - Sep 12, 2012
#2-15.42%
Jul 19, 2021 - Oct 25, 2022
-52.53%
Feb 18, 2020 - Nov 16, 2020
#3-15.12%
Sep 15, 2008 - Jan 13, 2009
-30.24%
Apr 20, 2022 - Aug 8, 2024
#4-9.72%
Sep 1, 2010 - Aug 2, 2011
-27.26%
Jul 1, 2014 - Jun 30, 2016
#5-9.09%
Nov 29, 2012 - May 14, 2014
-18.14%
Aug 29, 2018 - Jan 25, 2019
#6-6.73%
Jul 6, 2016 - Sep 7, 2017
-17.85%
May 21, 2007 - Oct 29, 2007
#7-6.50%
Jan 22, 2008 - Sep 15, 2008
-16.28%
May 17, 2013 - Jan 16, 2014
#8-3.66%
Oct 1, 2009 - Feb 25, 2010
-13.18%
Sep 7, 2005 - Jul 20, 2006
#9-3.60%
Jan 30, 2015 - Nov 30, 2015
-12.73%
Jan 8, 2018 - Jul 31, 2018
#10-3.39%
Dec 6, 2017 - Dec 24, 2018
-11.99%
Apr 2, 2025 - May 16, 2025
#11-3.33%
May 20, 2009 - Aug 18, 2009
-11.88%
Aug 13, 2021 - Mar 28, 2022
#12-3.18%
Feb 13, 2009 - Apr 16, 2009
-11.18%
Sep 8, 2016 - Feb 8, 2017
#13-2.95%
Jan 15, 2009 - Feb 13, 2009
-11.08%
Nov 29, 2024 - Apr 1, 2025
#14-2.84%
Jan 31, 2012 - May 2, 2012
-10.32%
Aug 22, 2025 - Jan 29, 2026
#15-2.72%
Sep 22, 2011 - Dec 8, 2011
-10.17%
Nov 1, 2012 - Dec 31, 2012

Correlation

Correlation between TFI and UTF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2004 - 2026)

TFI vs UTF dividend yield comparison.

YearTFIUTF
20261.47%3.50%
20253.32%7.62%
20243.01%7.74%
20232.41%8.76%
20221.87%7.75%
20211.71%6.53%
20201.91%7.20%
20192.14%7.10%
20182.26%10.12%
20172.16%7.37%
20162.39%10.51%
20152.40%8.39%
20142.37%6.51%
20133.35%6.99%
20124.01%7.68%
20113.53%9.11%
20104.44%7.31%
20093.75%6.02%
20083.87%22.86%
20071.18%11.04%
20060.00%6.34%
20050.00%6.17%
20040.00%3.43%

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