UTF vs IMCG
Comparison between Cohen & Steers Infrastructure Fund Inc (UTF, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceIMCG has outperformed UTF, delivering a return of +7.5% compared to +6.4%
UTF vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTF vs IMCG - Historical Returns
Returns include dividend reinvestment.
UTF vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTF | IMCG |
|---|---|---|
| 2026 | +13.02% | +11.75% |
| 2025 | +9.02% | +6.65% |
| 2024 | +21.94% | +19.72% |
| 2023 | -4.37% | +21.48% |
| 2022 | -10.87% | -25.08% |
| 2021 | +18.88% | +17.12% |
| 2020 | +7.66% | +44.03% |
| 2019 | +38.37% | +36.82% |
| 2018 | -9.63% | -4.35% |
| 2017 | +33.83% | +24.87% |
| 2016 | +12.44% | +8.75% |
| 2015 | -9.81% | +0.29% |
| 2014 | +18.86% | +11.58% |
| 2013 | +16.92% | +30.83% |
| 2012 | +26.58% | +14.19% |
| 2011 | +4.00% | -3.74% |
| 2010 | +9.22% | +25.95% |
| 2009 | +55.69% | +36.47% |
| 2008 | -56.76% | -45.99% |
| 2007 | +25.13% | +20.06% |
| 2006 | +28.72% | +7.72% |
| 2005 | +9.43% | +18.32% |
| 2004 | +21.99% | +14.09% |
UTF vs IMCG Drawdown Comparison
The maximum drawdown for UTF was -72.50%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current UTF drawdown is -0.88%. The current IMCG drawdown is -0.92%.
| Rank | UTF | IMCG |
|---|---|---|
| #1 | -72.50% Jan 11, 2008 - Sep 12, 2012 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -52.53% Feb 18, 2020 - Nov 16, 2020 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -30.24% Apr 20, 2022 - Aug 8, 2024 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -27.26% Jul 1, 2014 - Jun 30, 2016 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -18.14% Aug 29, 2018 - Jan 25, 2019 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -17.85% May 21, 2007 - Oct 29, 2007 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -16.28% May 17, 2013 - Jan 16, 2014 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -13.18% Sep 7, 2005 - Jul 20, 2006 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -12.73% Jan 8, 2018 - Jul 31, 2018 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -11.99% Apr 2, 2025 - May 16, 2025 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -11.88% Aug 13, 2021 - Mar 28, 2022 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -11.18% Sep 8, 2016 - Feb 8, 2017 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -11.08% Nov 29, 2024 - Apr 1, 2025 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -10.32% Aug 22, 2025 - Jan 29, 2026 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -10.17% Nov 1, 2012 - Dec 31, 2012 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between UTF and IMCG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
UTF vs IMCG dividend yield comparison.
| Year | UTF | IMCG |
|---|---|---|
| 2026 | 2.33% | 0.13% |
| 2025 | 7.62% | 0.78% |
| 2024 | 7.74% | 0.78% |
| 2023 | 8.76% | 0.85% |
| 2022 | 7.75% | 0.91% |
| 2021 | 6.53% | 0.41% |
| 2020 | 7.20% | 0.09% |
| 2019 | 7.10% | 0.30% |
| 2018 | 10.12% | 0.35% |
| 2017 | 7.37% | 0.45% |
| 2016 | 10.51% | 0.52% |
| 2015 | 8.39% | 0.38% |
| 2014 | 6.51% | 0.60% |
| 2013 | 6.99% | 0.37% |
| 2012 | 7.68% | 0.80% |
| 2011 | 9.11% | 0.25% |
| 2010 | 7.31% | 0.33% |
| 2009 | 6.02% | 0.28% |
| 2008 | 22.86% | 0.45% |
| 2007 | 11.04% | 0.24% |
| 2006 | 6.34% | 0.46% |
| 2005 | 6.17% | 0.12% |
| 2004 | 3.43% | 0.01% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks