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UTF vs JIVE

Comparison between Cohen & Steers Infrastructure Fund Inc (UTF, ETF) and JPMORGAN INTERNATIONAL VALUE ETF (JIVE, ETF).

UTF vs JIVE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTF
$3.10B
JIVE
$3.10B
Expense Ratio
UTF
N/A
JIVE
0.55%
Max Drawdown
UTF
76.73%
Winner
JIVE
13.79%
Sharpe Ratio
UTF
0.57
Winner
JIVE
2.07
5Y Beta
Winner
UTF
0.31
JIVE
0.67
5Y Dividends CAGR
UTF
0.66%
JIVE
N/A

UTF vs JIVE - Historical Returns

Returns include dividend reinvestment.

1M
UTF
-0.65%
Winner
JIVE
+4.71%
3M
UTF
+2.73%
Winner
JIVE
+7.05%
6M
UTF
+8.46%
Winner
JIVE
+9.43%
1Y
UTF
+10.01%
Winner
JIVE
+39.82%
5Y(CAGR)
UTF
+6.81%
JIVE
N/A
10Y(CAGR)
UTF
+11.27%
JIVE
N/A
Max(CAGR)
UTF
+10.88%
Winner
JIVE
+29.81%

UTF vs JIVE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearUTFJIVE
2026+16.11%+19.90%
2025+9.02%+50.18%
2024+21.94%+12.17%
2023-4.37%+5.38%
2022-10.87%N/A
2021+18.88%N/A
2020+7.66%N/A
2019+38.37%N/A
2018-9.63%N/A
2017+33.83%N/A
2016+12.44%N/A
2015-9.81%N/A
2014+18.86%N/A
2013+16.92%N/A
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 JIVE Drawdown Comparison

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

The maximum drawdown for JIVE was -13.79%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.

The current UTF drawdown is -2.99%.

RankUTFJIVE
#1-72.50%
Jan 11, 2008 - Sep 12, 2012
-13.79%
Mar 18, 2025 - May 2, 2025
#2-52.53%
Feb 18, 2020 - Nov 16, 2020
-10.57%
Feb 25, 2026 - May 6, 2026
#3-30.24%
Apr 20, 2022 - Aug 8, 2024
-8.06%
Sep 26, 2024 - Feb 13, 2025
#4-27.26%
Jul 1, 2014 - Jun 30, 2016
-7.77%
Jul 16, 2024 - Aug 19, 2024
#5-18.14%
Aug 29, 2018 - Jan 25, 2019
-6.54%
Sep 19, 2023 - Nov 20, 2023
#6-17.85%
May 21, 2007 - Oct 29, 2007
-4.58%
May 20, 2024 - Jul 11, 2024
#7-16.28%
May 17, 2013 - Jan 16, 2014
-4.22%
Apr 9, 2024 - May 3, 2024
#8-13.18%
Sep 7, 2005 - Jul 20, 2006
-4.15%
Nov 12, 2025 - Dec 2, 2025
#9-12.73%
Jan 8, 2018 - Jul 31, 2018
-3.75%
Jun 2, 2026 - Jun 15, 2026
#10-11.99%
Apr 2, 2025 - May 16, 2025
-3.74%
Jan 8, 2024 - Feb 16, 2024
#11-11.88%
Aug 13, 2021 - Mar 28, 2022
-3.52%
Jun 16, 2026 - Jul 30, 2026
#12-11.18%
Sep 8, 2016 - Feb 8, 2017
-3.36%
Oct 3, 2025 - Oct 27, 2025
#13-11.08%
Nov 29, 2024 - Apr 1, 2025
-3.28%
Aug 27, 2024 - Sep 19, 2024
#14-10.32%
Aug 22, 2025 - Jan 29, 2026
-3.02%
Jul 23, 2025 - Aug 8, 2025
#15-10.17%
Nov 1, 2012 - Dec 31, 2012
-2.33%
Jun 12, 2025 - Jun 24, 2025

Correlation

Correlation between UTF and JIVE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2004 - 2026)

UTF vs JIVE dividend yield comparison.

YearUTFJIVE
20264.13%0.00%
20257.62%2.88%
20247.74%2.48%
20238.76%0.74%
20227.75%0.00%
20216.53%0.00%
20207.20%0.00%
20197.10%0.00%
201810.12%0.00%
20177.37%0.00%
201610.51%0.00%
20158.39%0.00%
20146.51%0.00%
20136.99%0.00%
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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