UTF vs SPY
Comparison between Cohen & Steers Infrastructure Fund Inc (UTF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UTF, delivering a return of +13.2% compared to +7.9%
UTF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTF vs SPY - Historical Returns
Returns include dividend reinvestment.
UTF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UTF | SPY |
|---|---|---|
| 2026 | +15.04% | +7.95% |
| 2025 | +9.13% | +18.00% |
| 2024 | +22.11% | +25.59% |
| 2023 | -4.24% | +26.72% |
| 2022 | -10.76% | -18.64% |
| 2021 | +19.02% | +30.52% |
| 2020 | +7.81% | +17.28% |
| 2019 | +38.54% | +31.09% |
| 2018 | -9.49% | -5.24% |
| 2017 | +34.01% | +20.78% |
| 2016 | +12.63% | +13.59% |
| 2015 | -9.69% | +1.31% |
| 2014 | +18.99% | +14.56% |
| 2013 | +17.06% | +29.00% |
| 2012 | +26.76% | +14.17% |
| 2011 | +4.16% | +0.85% |
| 2010 | +9.36% | +13.14% |
| 2009 | +55.91% | +22.67% |
| 2008 | -56.66% | -36.25% |
| 2007 | +25.36% | +5.32% |
| 2006 | +28.87% | +13.85% |
| 2005 | +9.55% | +5.32% |
| 2004 | +22.07% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
UTF vs SPY Drawdown Comparison
The maximum drawdown for UTF was -72.44%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UTF drawdown is -0.95%. The current SPY drawdown is -3.18%.
| Rank | UTF | SPY |
|---|---|---|
| #1 | -72.44% Jan 11, 2008 - Sep 12, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -52.52% Feb 18, 2020 - Nov 13, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.11% Apr 20, 2022 - Aug 2, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.13% Jul 1, 2014 - Jun 30, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.10% Aug 29, 2018 - Jan 25, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.83% May 21, 2007 - Oct 29, 2007 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.25% May 17, 2013 - Dec 31, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.17% Sep 7, 2005 - Jul 19, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.70% Jan 8, 2018 - Jul 31, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.98% Apr 2, 2025 - May 16, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.83% Aug 13, 2021 - Mar 25, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.14% Sep 8, 2016 - Feb 3, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.07% Nov 29, 2024 - Mar 31, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.31% Aug 22, 2025 - Jan 29, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.17% Nov 1, 2012 - Dec 31, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UTF and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
UTF vs SPY dividend yield comparison.
| Year | UTF | SPY |
|---|---|---|
| 2026 | 3.54% | 0.50% |
| 2025 | 7.71% | 1.07% |
| 2024 | 7.87% | 1.21% |
| 2023 | 8.91% | 1.40% |
| 2022 | 7.89% | 1.65% |
| 2021 | 6.64% | 1.20% |
| 2020 | 7.33% | 1.52% |
| 2019 | 7.22% | 1.75% |
| 2018 | 10.29% | 2.04% |
| 2017 | 7.49% | 1.80% |
| 2016 | 10.68% | 2.03% |
| 2015 | 8.53% | 2.06% |
| 2014 | 6.62% | 1.87% |
| 2013 | 7.11% | 1.81% |
| 2012 | 7.81% | 2.18% |
| 2011 | 9.27% | 2.05% |
| 2010 | 7.43% | 1.80% |
| 2009 | 6.12% | 1.95% |
| 2008 | 23.25% | 3.02% |
| 2007 | 11.22% | 1.85% |
| 2006 | 6.45% | 1.73% |
| 2005 | 6.28% | 1.73% |
| 2004 | 3.49% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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