UTES vs IGRO
Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF).
5-Year PerformanceUTES has outperformed IGRO, delivering a return of +13.8% compared to +9.4%
UTES vs IGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTES
$1.30B
IGRO
$1.30B
Expense Ratio
UTES
0.49%
Winner
IGRO
0.15%
Max Drawdown
Winner
UTES
35.71%
IGRO
37.05%
Sharpe Ratio
UTES
-0.36
Winner
IGRO
1.43
5Y Beta
UTES
0.69
Winner
IGRO
0.53
P/E Ratio
UTES
25.28
IGRO
N/A
Forward P/E
UTES
18.73
IGRO
N/A
PEG Ratio
UTES
1.04
IGRO
N/A
5Y Dividends CAGR
UTES
1.74%
Winner
IGRO
9.33%
5Y EPS CAGR
UTES
7.26%
IGRO
N/A
Debt to Equity
UTES
209.82%
IGRO
N/A
P/S Ratio
UTES
2.81
IGRO
N/A
P/B Ratio
UTES
2.93
IGRO
N/A
UTES vs IGRO - Holdings Comparison
UTES and IGRO have 0 common holdings. Overlap is 0.00%
UTES's top 25 holdings weight is 99.93%. IGRO's top 25 holdings weight is 44.73%.
| Rank | UTES | IGRO |
|---|---|---|
| #1 | CONSTELLATION ENERGY CORP (CEG) - 11.53% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.89% |
| #2 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.86% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.88% |
| #3 | VISTRA CORP (VST) - 9.69% | NESTLE SA (n/a) - 2.88% |
| #4 | XCEL ENERGY INC (XEL) - 7.16% | n/a (n/a) - 2.83% |
| #5 | CENTERPOINT ENERGY INC (CNP) - 6.59% | ROYAL BANK OF CANADA (n/a) - 2.81% |
| #6 | NISOURCE INC (NI) - 5.26% | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.78% |
| #7 | ALLIANT ENERGY CORP (LNT) - 4.84% | NOVO NORDISK AS CLASS B (n/a) - 2.62% |
| #8 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.82% | TOYOTA MOTOR CORP (n/a) - 2.36% |
| #9 | ENTERGY CORP (ETR) - 4.78% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.26% |
| #10 | IDACORP INC (IDA) - 4.77% | THE TORONTO-DOMINION BANK (n/a) - 2.20% |
| #11 | WEC ENERGY GROUP INC (WEC) - 4.37% | SANOFI SA (n/a) - 2.10% |
| #12 | AMEREN CORP (AEE) - 4.08% | AXA SA (n/a) - 2.02% |
| #13 | NEXTERA ENERGY INC (NEE) - 4.07% | IBERDROLA SA (n/a) - 2.00% |
| #14 | NRG ENERGY INC (NRG) - 4.06% | ENEL SPA (n/a) - 1.80% |
| #15 | DTE ENERGY CO (DTE) - 3.99% | NATIONAL AUSTRALIA BANK LTD (n/a) - 1.71% |
| #16 | CMS ENERGY CORP (CMS) - 3.68% | WESTPAC BANKING CORP (n/a) - 1.67% |
| #17 | PINNACLE WEST CAPITAL CORP (PNW) - 3.02% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.48% |
| #18 | SEMPRA (SRE) - 1.94% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.34% |
| #19 | EVERGY INC (EVRG) - 0.42% | SAP SE (n/a) - 1.27% |
| #20 | N/A | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.20% |
| #21 | N/A | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 0.34% |
| #22 | N/A | GIVAUDAN SA (n/a) - 0.33% |
| #23 | N/A | SONY GROUP CORP (n/a) - 0.32% |
| #24 | N/A | n/a (BAM) - 0.32% |
| #25 | N/A | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 0.32% |
| Total Holdings | 19 | 542 |
UTES vs IGRO - Historical Returns
Returns include dividend reinvestment.
1M
UTES
-7.05%
Winner
IGRO
+3.71%
3M
UTES
-6.93%
Winner
IGRO
+6.79%
6M
UTES
-3.34%
Winner
IGRO
+5.73%
1Y
UTES
-4.81%
Winner
IGRO
+23.30%
5Y(CAGR)
Winner
UTES
+13.80%
IGRO
+9.36%
10Y(CAGR)
Winner
UTES
+11.74%
IGRO
+9.17%
Max(CAGR)
Winner
UTES
+13.18%
IGRO
+9.51%
UTES vs IGRO - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | UTES | IGRO |
|---|---|---|
| 2026 | -5.31% | +12.90% |
| 2025 | +22.66% | +24.75% |
| 2024 | +43.95% | +8.96% |
| 2023 | -1.97% | +14.74% |
| 2022 | +1.90% | -12.77% |
| 2021 | +23.82% | +9.19% |
| 2020 | +1.59% | +6.63% |
| 2019 | +27.65% | +26.09% |
| 2018 | +6.28% | -13.77% |
| 2017 | +14.80% | +24.28% |
| 2016 | +16.95% | +3.36% |
| 2015 | +5.54% | N/A |
UTES vs IGRO Drawdown Comparison
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.
The current UTES drawdown is -12.37%. The current IGRO drawdown is -0.72%.
| Rank | UTES | IGRO |
|---|---|---|
| #1 | -35.37% Feb 18, 2020 - Apr 20, 2021 | -36.25% Jan 2, 2020 - Nov 11, 2020 |
| #2 | -20.39% Sep 12, 2022 - Apr 25, 2024 | -26.02% Jun 15, 2021 - Feb 1, 2024 |
| #3 | -17.62% Jan 24, 2025 - May 19, 2025 | -19.99% Jan 24, 2018 - Nov 6, 2019 |
| #4 | -15.99% Apr 8, 2022 - Aug 12, 2022 | -11.12% Sep 26, 2024 - Apr 28, 2025 |
| #5 | -13.88% Oct 15, 2025 - Feb 4, 2026 | -10.00% Feb 26, 2026 - Jul 2, 2026 |
| #6 | -13.20% Nov 27, 2017 - Jul 6, 2018 | -9.96% Sep 6, 2016 - Feb 23, 2017 |
| #7 | -12.43% Jul 6, 2016 - Mar 24, 2017 | -9.33% Jun 8, 2016 - Aug 1, 2016 |
| #8 | -10.42% Nov 26, 2024 - Jan 16, 2025 | -5.57% Jul 31, 2024 - Aug 16, 2024 |
| #9 | -9.80% Dec 31, 2021 - Mar 24, 2022 | -5.10% Mar 8, 2024 - May 9, 2024 |
| #10 | -8.97% Dec 13, 2018 - Feb 21, 2019 | -4.54% Jul 23, 2025 - Aug 22, 2025 |
| #11 | -8.59% Sep 2, 2021 - Dec 6, 2021 | -4.34% Aug 1, 2016 - Sep 6, 2016 |
| #12 | -7.78% Oct 4, 2024 - Nov 18, 2024 | -3.72% Jun 6, 2024 - Jul 10, 2024 |
| #13 | -6.74% Aug 4, 2025 - Oct 1, 2025 | -3.64% Feb 16, 2021 - Mar 11, 2021 |
| #14 | -6.63% Sep 30, 2019 - Jan 15, 2020 | -3.41% Jan 8, 2021 - Feb 16, 2021 |
| #15 | -6.45% May 31, 2024 - Aug 15, 2024 | -3.35% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between UTES and IGRO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
UTES vs IGRO dividend yield comparison.
| Year | UTES | IGRO |
|---|---|---|
| 2026 | 0.75% | 1.61% |
| 2025 | 1.42% | 2.51% |
| 2024 | 1.51% | 2.44% |
| 2023 | 2.44% | 2.79% |
| 2022 | 2.13% | 2.69% |
| 2021 | 1.94% | 2.27% |
| 2020 | 2.09% | 2.41% |
| 2019 | 1.84% | 2.65% |
| 2018 | 2.09% | 2.97% |
| 2017 | 3.44% | 2.43% |
| 2016 | 3.53% | 1.18% |
| 2015 | 0.61% | 0.00% |
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