UTF vs AOA
Comparison between Cohen & Steers Infrastructure Fund Inc (UTF, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed UTF, delivering a return of +8.9% compared to +7.0%
UTF vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTF vs AOA - Historical Returns
Returns include dividend reinvestment.
UTF vs AOA - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTF | AOA |
|---|---|---|
| 2026 | +16.10% | +8.30% |
| 2025 | +9.02% | +19.99% |
| 2024 | +21.94% | +14.32% |
| 2023 | -4.37% | +18.04% |
| 2022 | -10.87% | -16.54% |
| 2021 | +18.88% | +15.99% |
| 2020 | +7.66% | +11.88% |
| 2019 | +38.37% | +22.58% |
| 2018 | -9.63% | -8.43% |
| 2017 | +33.83% | +19.48% |
| 2016 | +12.44% | +9.03% |
| 2015 | -9.81% | -0.97% |
| 2014 | +18.86% | +7.12% |
| 2013 | +16.92% | +20.51% |
| 2012 | +26.58% | +13.52% |
| 2011 | +4.00% | -2.65% |
| 2010 | +9.22% | +14.90% |
| 2009 | +55.69% | +23.86% |
| 2008 | -56.76% | -2.55% |
| 2007 | +25.13% | N/A |
| 2006 | +28.72% | N/A |
| 2005 | +9.43% | N/A |
| 2004 | +21.99% | N/A |
UTF vs AOA Drawdown Comparison
The maximum drawdown for UTF was -72.50%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current AOA drawdown is -1.44%.
| Rank | UTF | AOA |
|---|---|---|
| #1 | -72.50% Jan 11, 2008 - Sep 12, 2012 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -52.53% Feb 18, 2020 - Nov 16, 2020 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -30.24% Apr 20, 2022 - Aug 8, 2024 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -27.26% Jul 1, 2014 - Jun 30, 2016 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -18.14% Aug 29, 2018 - Jan 25, 2019 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -17.85% May 21, 2007 - Oct 29, 2007 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -16.28% May 17, 2013 - Jan 16, 2014 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -13.18% Sep 7, 2005 - Jul 20, 2006 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -12.73% Jan 8, 2018 - Jul 31, 2018 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -11.99% Apr 2, 2025 - May 16, 2025 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -11.88% Aug 13, 2021 - Mar 28, 2022 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -11.18% Sep 8, 2016 - Feb 8, 2017 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -11.08% Nov 29, 2024 - Apr 1, 2025 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -10.32% Aug 22, 2025 - Jan 29, 2026 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -10.17% Nov 1, 2012 - Dec 31, 2012 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between UTF and AOA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
UTF vs AOA dividend yield comparison.
| Year | UTF | AOA |
|---|---|---|
| 2026 | 3.50% | 0.28% |
| 2025 | 7.62% | 2.18% |
| 2024 | 7.74% | 2.30% |
| 2023 | 8.76% | 2.22% |
| 2022 | 7.75% | 2.10% |
| 2021 | 6.53% | 1.67% |
| 2020 | 7.20% | 1.71% |
| 2019 | 7.10% | 2.50% |
| 2018 | 10.12% | 2.37% |
| 2017 | 7.37% | 5.09% |
| 2016 | 10.51% | 2.26% |
| 2015 | 8.39% | 2.15% |
| 2014 | 6.51% | 2.18% |
| 2013 | 6.99% | 1.84% |
| 2012 | 7.68% | 2.18% |
| 2011 | 9.11% | 2.21% |
| 2010 | 7.31% | 1.63% |
| 2009 | 6.02% | 2.04% |
| 2008 | 22.86% | 0.71% |
| 2007 | 11.04% | 0.00% |
| 2006 | 6.34% | 0.00% |
| 2005 | 6.17% | 0.00% |
| 2004 | 3.43% | 0.00% |
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