UTG vs DON
Comparison between Reaves Utility Income Fund (UTG, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).
5-Year PerformanceUTG has outperformed DON, delivering a return of +11.9% compared to +7.6%
UTG vs DON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTG vs DON - Historical Returns
Returns include dividend reinvestment.
UTG vs DON - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | DON |
|---|---|---|
| 2026 | +16.22% | +6.60% |
| 2025 | +22.37% | +4.48% |
| 2024 | +26.78% | +14.03% |
| 2023 | +1.15% | +14.73% |
| 2022 | -13.56% | -5.08% |
| 2021 | +14.73% | +31.98% |
| 2020 | -5.97% | -5.03% |
| 2019 | +34.02% | +23.20% |
| 2018 | +2.33% | -8.81% |
| 2017 | +5.13% | +14.00% |
| 2016 | +29.83% | +21.44% |
| 2015 | -13.79% | -1.13% |
| 2014 | +39.83% | +16.41% |
| 2013 | +10.08% | +30.22% |
| 2012 | +1.56% | +13.46% |
| 2011 | +23.57% | +3.86% |
| 2010 | +24.97% | +20.77% |
| 2009 | +61.39% | +30.04% |
| 2008 | -48.71% | -31.38% |
| 2007 | +13.03% | -6.02% |
| 2006 | +31.94% | +14.77% |
| 2005 | +3.28% | N/A |
| 2004 | +5.01% | N/A |
UTG vs DON Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current UTG drawdown is -2.70%. The current DON drawdown is -1.57%.
| Rank | UTG | DON |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -61.90% Jun 4, 2007 - Mar 30, 2011 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -46.79% Jan 16, 2020 - Feb 8, 2021 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -21.46% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -21.10% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -19.20% Aug 29, 2018 - Jul 24, 2019 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -15.72% Apr 20, 2022 - Jan 31, 2023 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -13.97% Feb 2, 2023 - Dec 13, 2023 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -13.58% Apr 6, 2015 - Mar 17, 2016 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -9.16% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -9.09% May 1, 2012 - Aug 16, 2012 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -9.05% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -8.56% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -8.10% May 21, 2013 - Jul 18, 2013 |
| #14 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -7.98% Jun 8, 2021 - Oct 15, 2021 |
| #15 | -11.30% Sep 3, 2021 - Apr 20, 2022 | -7.90% Jul 30, 2019 - Oct 22, 2019 |
Correlation
Correlation between UTG and DON is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
UTG vs DON dividend yield comparison.
| Year | UTG | DON |
|---|---|---|
| 2026 | 1.41% | 0.57% |
| 2025 | 6.42% | 2.53% |
| 2024 | 7.19% | 2.27% |
| 2023 | 8.53% | 2.41% |
| 2022 | 8.07% | 2.71% |
| 2021 | 6.35% | 2.12% |
| 2020 | 6.59% | 2.77% |
| 2019 | 5.69% | 2.38% |
| 2018 | 6.86% | 2.55% |
| 2017 | 6.21% | 2.25% |
| 2016 | 9.02% | 2.48% |
| 2015 | 6.86% | 2.89% |
| 2014 | 5.06% | 2.56% |
| 2013 | 6.31% | 2.28% |
| 2012 | 6.30% | 3.62% |
| 2011 | 6.49% | 2.43% |
| 2010 | 6.17% | 2.83% |
| 2009 | 7.78% | 2.72% |
| 2008 | 13.58% | 5.61% |
| 2007 | 8.08% | 3.03% |
| 2006 | 5.47% | 1.30% |
| 2005 | 7.65% | 0.00% |
| 2004 | 4.88% | 0.00% |
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