StockComparison Logo
vs

UTES vs VTC

Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and VANGUARD TOTAL CORPORATE BOND ETF ETF SHARES (VTC, ETF).

5-Year PerformanceUTES has outperformed VTC, delivering a return of +15.7% compared to +0.4%

UTES vs VTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTES
$1.60B
Winner
VTC
$1.70B
Expense Ratio
UTES
0.49%
Winner
VTC
0.03%
Max Drawdown
UTES
35.71%
Winner
VTC
25.64%
Sharpe Ratio
Winner
UTES
0.38
VTC
0.31
5Y Beta
UTES
0.72
Winner
VTC
0.11
P/E Ratio
UTES
27.49
VTC
N/A
Forward P/E
UTES
19.00
VTC
N/A
PEG Ratio
UTES
1.11
VTC
N/A
5Y Dividends CAGR
Winner
UTES
11.35%
VTC
10.40%
5Y EPS CAGR
UTES
8.87%
VTC
N/A
Debt to Equity
UTES
218.77%
VTC
N/A
P/S Ratio
UTES
3.06
VTC
N/A
P/B Ratio
UTES
3.09
VTC
N/A

UTES vs VTC - Historical Returns

Returns include dividend reinvestment.

1M
UTES
-6.45%
Winner
VTC
-0.03%
3M
UTES
-4.93%
Winner
VTC
-0.65%
6M
UTES
-0.32%
Winner
VTC
+0.23%
1Y
Winner
UTES
+10.58%
VTC
+5.24%
5Y(CAGR)
Winner
UTES
+15.68%
VTC
+0.44%
10Y(CAGR)
Winner
UTES
+12.50%
VTC
+2.38%
Max(CAGR)
Winner
UTES
+13.80%
VTC
+2.38%

UTES vs VTC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearUTESVTC
2026-1.78%+0.29%
2025+22.66%+7.57%
2024+43.95%+2.70%
2023-1.97%+7.99%
2022+1.90%-14.99%
2021+23.82%-1.04%
2020+1.59%+9.19%
2019+27.65%+14.39%
2018+6.28%-2.12%
2017+14.80%+0.84%
2016+16.95%N/A
2015+5.54%N/A

UTES vs VTC Drawdown Comparison

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The maximum drawdown for VTC was -22.06%, occurring on Oct 20, 2022. Recovery took 1103 trading sessions.

The current UTES drawdown is -9.11%. The current VTC drawdown is -1.34%.

RankUTESVTC
#1-35.37%
Feb 18, 2020 - Apr 20, 2021
-22.06%
Sep 22, 2021 - Feb 13, 2026
#2-20.39%
Sep 12, 2022 - Apr 25, 2024
-19.67%
Mar 6, 2020 - Jun 30, 2020
#3-17.62%
Jan 24, 2025 - May 19, 2025
-5.67%
Dec 31, 2020 - Jul 28, 2021
#4-15.99%
Apr 8, 2022 - Aug 12, 2022
-4.26%
Dec 15, 2017 - Feb 8, 2019
#5-13.88%
Oct 15, 2025 - Feb 4, 2026
-2.88%
Feb 27, 2026 - Mar 27, 2026
#6-13.20%
Nov 27, 2017 - Jul 6, 2018
-2.77%
Aug 28, 2019 - Nov 26, 2019
#7-12.43%
Jul 6, 2016 - Mar 24, 2017
-2.70%
Aug 6, 2020 - Nov 30, 2020
#8-10.42%
Nov 26, 2024 - Jan 16, 2025
-1.59%
Aug 4, 2021 - Sep 22, 2021
#9-9.80%
Dec 31, 2021 - Mar 24, 2022
-1.22%
Jul 3, 2019 - Aug 1, 2019
#10-8.97%
Dec 13, 2018 - Feb 21, 2019
-0.98%
Nov 30, 2020 - Dec 28, 2020
#11-8.59%
Sep 2, 2021 - Dec 6, 2021
-0.66%
Nov 27, 2019 - Dec 3, 2019
#12-7.78%
Oct 4, 2024 - Nov 18, 2024
-0.58%
Jan 3, 2020 - Jan 10, 2020
#13-6.74%
Aug 4, 2025 - Oct 1, 2025
-0.57%
Feb 24, 2020 - Feb 28, 2020
#14-6.63%
Sep 30, 2019 - Jan 15, 2020
-0.54%
Apr 26, 2019 - May 15, 2019
#15-6.45%
May 31, 2024 - Aug 15, 2024
-0.50%
Mar 28, 2019 - Apr 10, 2019

Correlation

Correlation between UTES and VTC is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2015 - 2026)

UTES vs VTC dividend yield comparison.

YearUTESVTC
20260.41%2.06%
20251.42%4.76%
20241.51%4.50%
20232.44%3.80%
20222.13%3.13%
20211.94%2.36%
20202.09%2.69%
20191.84%3.34%
20182.09%3.53%
20173.44%0.55%
20163.53%0.00%
20150.61%0.00%

Select Stocks to Compare