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UTF vs TFI

Comparison between Cohen & Steers Infrastructure Fund Inc (UTF, ETF) and STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF).

5-Year PerformanceUTF has outperformed TFI, delivering a return of +7.0% compared to -0.2%

UTF vs TFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTF
$3.10B
TFI
$3.10B
Expense Ratio
UTF
N/A
TFI
0.23%
Max Drawdown
UTF
76.73%
Winner
TFI
18.31%
Sharpe Ratio
UTF
0.83
Winner
TFI
0.95
5Y Beta
UTF
0.33
Winner
TFI
0.03
5Y Dividends CAGR
UTF
2.15%
Winner
TFI
10.31%

UTF vs TFI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UTF
+1.09%
TFI
+0.56%
3M
Winner
UTF
+8.42%
TFI
+0.76%
6M
Winner
UTF
+19.67%
TFI
+1.71%
1Y
Winner
UTF
+14.06%
TFI
+5.88%
5Y(CAGR)
Winner
UTF
+6.95%
TFI
-0.17%
10Y(CAGR)
Winner
UTF
+11.87%
TFI
+1.42%
Max(CAGR)
Winner
UTF
+10.96%
TFI
+3.04%

UTF vs TFI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearUTFTFI
2026+16.10%+1.03%
2025+9.02%+3.44%
2024+21.94%+0.05%
2023-4.37%+5.43%
2022-10.87%-10.05%
2021+18.88%+0.33%
2020+7.66%+5.61%
2019+38.37%+7.26%
2018-9.63%+0.58%
2017+33.83%+5.61%
2016+12.44%-0.19%
2015-9.81%+3.31%
2014+18.86%+9.57%
2013+16.92%-3.97%
2012+26.58%+6.36%
2011+4.00%+13.23%
2010+9.22%-0.21%
2009+55.69%+10.82%
2008-56.76%-0.45%
2007+25.13%+1.47%
2006+28.72%N/A
2005+9.43%N/A
2004+21.99%N/A

UTF vs TFI Drawdown Comparison

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

The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.

The current TFI drawdown is -1.28%.

RankUTFTFI
#1-72.50%
Jan 11, 2008 - Sep 12, 2012
-15.49%
Mar 9, 2020 - Jul 16, 2020
#2-52.53%
Feb 18, 2020 - Nov 16, 2020
-15.42%
Jul 19, 2021 - Oct 25, 2022
#3-30.24%
Apr 20, 2022 - Aug 8, 2024
-15.12%
Sep 15, 2008 - Jan 13, 2009
#4-27.26%
Jul 1, 2014 - Jun 30, 2016
-9.72%
Sep 1, 2010 - Aug 2, 2011
#5-18.14%
Aug 29, 2018 - Jan 25, 2019
-9.09%
Nov 29, 2012 - May 14, 2014
#6-17.85%
May 21, 2007 - Oct 29, 2007
-6.73%
Jul 6, 2016 - Sep 7, 2017
#7-16.28%
May 17, 2013 - Jan 16, 2014
-6.50%
Jan 22, 2008 - Sep 15, 2008
#8-13.18%
Sep 7, 2005 - Jul 20, 2006
-3.66%
Oct 1, 2009 - Feb 25, 2010
#9-12.73%
Jan 8, 2018 - Jul 31, 2018
-3.60%
Jan 30, 2015 - Nov 30, 2015
#10-11.99%
Apr 2, 2025 - May 16, 2025
-3.39%
Dec 6, 2017 - Dec 24, 2018
#11-11.88%
Aug 13, 2021 - Mar 28, 2022
-3.33%
May 20, 2009 - Aug 18, 2009
#12-11.18%
Sep 8, 2016 - Feb 8, 2017
-3.18%
Feb 13, 2009 - Apr 16, 2009
#13-11.08%
Nov 29, 2024 - Apr 1, 2025
-2.95%
Jan 15, 2009 - Feb 13, 2009
#14-10.32%
Aug 22, 2025 - Jan 29, 2026
-2.84%
Jan 31, 2012 - May 2, 2012
#15-10.17%
Nov 1, 2012 - Dec 31, 2012
-2.72%
Sep 22, 2011 - Dec 8, 2011

Correlation

Correlation between UTF and TFI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2004 - 2026)

UTF vs TFI dividend yield comparison.

YearUTFTFI
20263.50%1.47%
20257.62%3.32%
20247.74%3.01%
20238.76%2.41%
20227.75%1.87%
20216.53%1.71%
20207.20%1.91%
20197.10%2.14%
201810.12%2.26%
20177.37%2.16%
201610.51%2.39%
20158.39%2.40%
20146.51%2.37%
20136.99%3.35%
20127.68%4.01%
20119.11%3.53%
20107.31%4.44%
20096.02%3.75%
200822.86%3.87%
200711.04%1.18%
20066.34%0.00%
20056.17%0.00%
20043.43%0.00%

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