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UTF vs FNDC

Comparison between Cohen & Steers Infrastructure Fund Inc (UTF, ETF) and SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF (FNDC, ETF).

5-Year PerformanceFNDC has outperformed UTF, delivering a return of +7.2% compared to +7.0%

UTF vs FNDC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTF
$3.10B
FNDC
$3.10B
Expense Ratio
UTF
N/A
FNDC
0.39%
Max Drawdown
UTF
76.73%
Winner
FNDC
46.18%
Sharpe Ratio
UTF
0.86
Winner
FNDC
1.38
5Y Beta
Winner
UTF
0.33
FNDC
0.66
5Y Dividends CAGR
UTF
2.15%
Winner
FNDC
14.67%

UTF vs FNDC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UTF
+1.09%
FNDC
-0.38%
3M
Winner
UTF
+8.42%
FNDC
+7.44%
6M
Winner
UTF
+19.67%
FNDC
+12.98%
1Y
UTF
+14.06%
Winner
FNDC
+24.91%
5Y(CAGR)
UTF
+6.95%
Winner
FNDC
+7.25%
10Y(CAGR)
Winner
UTF
+11.87%
FNDC
+8.99%
Max(CAGR)
Winner
UTF
+10.96%
FNDC
+7.98%

UTF vs FNDC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearUTFFNDC
2026+16.10%+10.55%
2025+9.02%+36.15%
2024+21.94%+2.80%
2023-4.37%+15.02%
2022-10.87%-15.14%
2021+18.88%+10.17%
2020+7.66%+5.92%
2019+38.37%+20.39%
2018-9.63%-19.82%
2017+33.83%+28.25%
2016+12.44%+10.64%
2015-9.81%+5.26%
2014+18.86%-3.46%
2013+16.92%+11.10%
2012+26.58%N/A
2011+4.00%N/A
2010+9.22%N/A
2009+55.69%N/A
2008-56.76%N/A
2007+25.13%N/A
2006+28.72%N/A
2005+9.43%N/A
2004+21.99%N/A

UTF vs FNDC Drawdown Comparison

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

The maximum drawdown for FNDC was -43.24%, occurring on Mar 23, 2020. Recovery took 741 trading sessions.

The current FNDC drawdown is -1.93%.

RankUTFFNDC
#1-72.50%
Jan 11, 2008 - Sep 12, 2012
-43.24%
Jan 26, 2018 - Jan 6, 2021
#2-52.53%
Feb 18, 2020 - Nov 16, 2020
-32.13%
Sep 3, 2021 - Sep 19, 2024
#3-30.24%
Apr 20, 2022 - Aug 8, 2024
-18.64%
May 15, 2015 - Aug 11, 2016
#4-27.26%
Jul 1, 2014 - Jun 30, 2016
-14.60%
Jul 3, 2014 - May 14, 2015
#5-18.14%
Aug 29, 2018 - Jan 25, 2019
-12.00%
Sep 26, 2024 - Apr 24, 2025
#6-17.85%
May 21, 2007 - Oct 29, 2007
-11.20%
Feb 27, 2026 - May 6, 2026
#7-16.28%
May 17, 2013 - Jan 16, 2014
-6.80%
Jun 7, 2021 - Sep 3, 2021
#8-13.18%
Sep 7, 2005 - Jul 20, 2006
-6.05%
Jan 21, 2014 - Feb 24, 2014
#9-12.73%
Jan 8, 2018 - Jul 31, 2018
-5.00%
Sep 15, 2025 - Nov 28, 2025
#10-11.99%
Apr 2, 2025 - May 16, 2025
-4.93%
May 8, 2026 - Jun 10, 2026
#11-11.88%
Aug 13, 2021 - Mar 28, 2022
-4.75%
Sep 22, 2016 - Jan 4, 2017
#12-11.18%
Sep 8, 2016 - Feb 8, 2017
-3.98%
Mar 6, 2014 - Apr 2, 2014
#13-11.08%
Nov 29, 2024 - Apr 1, 2025
-3.95%
Jan 8, 2021 - Feb 5, 2021
#14-10.32%
Aug 22, 2025 - Jan 29, 2026
-3.85%
Aug 23, 2013 - Sep 9, 2013
#15-10.17%
Nov 1, 2012 - Dec 31, 2012
-3.75%
May 7, 2021 - Jun 1, 2021

Correlation

Correlation between UTF and FNDC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2004 - 2026)

UTF vs FNDC dividend yield comparison.

YearUTFFNDC
20263.50%0.00%
20257.62%3.86%
20247.74%3.59%
20238.76%2.86%
20227.75%1.98%
20216.53%2.58%
20207.20%1.77%
20197.10%2.71%
201810.12%2.68%
20177.37%1.94%
201610.51%1.95%
20158.39%1.30%
20146.51%1.61%
20136.99%0.64%
20127.68%0.00%
20119.11%0.00%
20107.31%0.00%
20096.02%0.00%
200822.86%0.00%
200711.04%0.00%
20066.34%0.00%
20056.17%0.00%
20043.43%0.00%

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