UTES vs YEAR
Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
UTES vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTES
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
UTES
0.49%
Winner
YEAR
0.25%
Max Drawdown
UTES
35.71%
Winner
YEAR
1.40%
Sharpe Ratio
Winner
UTES
-0.40
YEAR
-0.54
5Y Beta
UTES
0.69
Winner
YEAR
0.00
P/E Ratio
UTES
25.65
YEAR
N/A
Forward P/E
UTES
18.73
YEAR
N/A
PEG Ratio
UTES
0.99
YEAR
N/A
5Y Dividends CAGR
UTES
1.74%
YEAR
N/A
5Y EPS CAGR
UTES
8.27%
YEAR
N/A
Debt to Equity
UTES
214.20%
YEAR
N/A
P/S Ratio
UTES
2.81
YEAR
N/A
P/B Ratio
UTES
2.96
YEAR
N/A
UTES vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
UTES
-6.50%
Winner
YEAR
+0.22%
3M
UTES
-9.11%
Winner
YEAR
+0.71%
6M
UTES
-0.55%
Winner
YEAR
+1.36%
1Y
UTES
-5.12%
Winner
YEAR
+3.43%
5Y(CAGR)
UTES
+13.83%
YEAR
N/A
10Y(CAGR)
UTES
+11.73%
YEAR
N/A
Max(CAGR)
Winner
UTES
+13.21%
YEAR
+4.82%
UTES vs YEAR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | UTES | YEAR |
|---|---|---|
| 2026 | -5.13% | +1.69% |
| 2025 | +22.66% | +4.65% |
| 2024 | +43.95% | +5.45% |
| 2023 | -1.97% | +5.87% |
| 2022 | +1.90% | +1.10% |
| 2021 | +23.82% | N/A |
| 2020 | +1.59% | N/A |
| 2019 | +27.65% | N/A |
| 2018 | +6.28% | N/A |
| 2017 | +14.80% | N/A |
| 2016 | +16.95% | N/A |
| 2015 | +5.54% | N/A |
UTES vs YEAR Drawdown Comparison
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current UTES drawdown is -12.21%. The current YEAR drawdown is -0.06%.
| Rank | UTES | YEAR |
|---|---|---|
| #1 | -35.37% Feb 18, 2020 - Apr 20, 2021 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -20.39% Sep 12, 2022 - Apr 25, 2024 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -17.62% Jan 24, 2025 - May 19, 2025 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -15.99% Apr 8, 2022 - Aug 12, 2022 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -13.88% Oct 15, 2025 - Feb 4, 2026 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -13.20% Nov 27, 2017 - Jul 6, 2018 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -12.43% Jul 6, 2016 - Mar 24, 2017 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -10.42% Nov 26, 2024 - Jan 16, 2025 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -9.80% Dec 31, 2021 - Mar 24, 2022 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -8.97% Dec 13, 2018 - Feb 21, 2019 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -8.59% Sep 2, 2021 - Dec 6, 2021 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -7.78% Oct 4, 2024 - Nov 18, 2024 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -6.74% Aug 4, 2025 - Oct 1, 2025 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -6.63% Sep 30, 2019 - Jan 15, 2020 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -6.45% May 31, 2024 - Aug 15, 2024 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between UTES and YEAR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2015 - 2026)
UTES vs YEAR dividend yield comparison.
| Year | UTES | YEAR |
|---|---|---|
| 2026 | 0.75% | 2.27% |
| 2025 | 1.42% | 4.33% |
| 2024 | 1.51% | 5.16% |
| 2023 | 2.44% | 5.00% |
| 2022 | 2.13% | 1.19% |
| 2021 | 1.94% | 0.00% |
| 2020 | 2.09% | 0.00% |
| 2019 | 1.84% | 0.00% |
| 2018 | 2.09% | 0.00% |
| 2017 | 3.44% | 0.00% |
| 2016 | 3.53% | 0.00% |
| 2015 | 0.61% | 0.00% |
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