UTG vs EMLP
Comparison between Reaves Utility Income Fund (UTG, ETF) and FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP, ETF).
5-Year PerformanceEMLP has outperformed UTG, delivering a return of +16.8% compared to +12.8%
UTG vs EMLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTG vs EMLP - Historical Returns
Returns include dividend reinvestment.
UTG vs EMLP - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | EMLP |
|---|---|---|
| 2026 | +18.74% | +15.25% |
| 2025 | +22.37% | +9.02% |
| 2024 | +26.78% | +32.40% |
| 2023 | +1.15% | +9.13% |
| 2022 | -13.56% | +9.95% |
| 2021 | +14.73% | +25.39% |
| 2020 | -5.97% | -12.95% |
| 2019 | +34.02% | +23.62% |
| 2018 | +2.33% | -9.37% |
| 2017 | +5.13% | +0.83% |
| 2016 | +29.83% | +29.40% |
| 2015 | -13.79% | -25.87% |
| 2014 | +39.83% | +25.38% |
| 2013 | +10.08% | +13.77% |
| 2012 | +1.56% | +6.34% |
| 2011 | +23.57% | N/A |
| 2010 | +24.97% | N/A |
| 2009 | +61.39% | N/A |
| 2008 | -48.71% | N/A |
| 2007 | +13.03% | N/A |
| 2006 | +31.94% | N/A |
| 2005 | +3.28% | N/A |
| 2004 | +5.01% | N/A |
UTG vs EMLP Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for EMLP was -43.61%, occurring on Mar 23, 2020. Recovery took 324 trading sessions.
The current UTG drawdown is -0.60%. The current EMLP drawdown is -2.17%.
| Rank | UTG | EMLP |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -43.61% Feb 20, 2020 - Jun 3, 2021 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -35.59% Dec 29, 2014 - Mar 11, 2019 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -14.59% Jun 7, 2022 - Aug 18, 2022 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -14.40% Aug 25, 2022 - Jul 21, 2023 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -11.47% Jan 21, 2025 - Jul 18, 2025 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -9.73% Sep 5, 2014 - Nov 18, 2014 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -8.84% Jul 24, 2023 - Dec 1, 2023 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -8.83% Oct 17, 2012 - Jan 10, 2013 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -8.75% Nov 29, 2024 - Jan 21, 2025 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -8.38% May 21, 2013 - Feb 10, 2014 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -8.35% Apr 20, 2022 - Jun 7, 2022 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -7.35% Nov 26, 2014 - Dec 26, 2014 |
| #13 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -7.09% Jun 15, 2021 - Oct 19, 2021 |
| #14 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -6.72% Oct 20, 2021 - Jan 7, 2022 |
| #15 | -11.30% Sep 3, 2021 - Apr 20, 2022 | -5.69% Sep 23, 2019 - Dec 24, 2019 |
Correlation
Correlation between UTG and EMLP is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
UTG vs EMLP dividend yield comparison.
| Year | UTG | EMLP |
|---|---|---|
| 2026 | 1.38% | 0.68% |
| 2025 | 6.42% | 3.18% |
| 2024 | 7.19% | 3.19% |
| 2023 | 8.53% | 3.92% |
| 2022 | 8.07% | 3.15% |
| 2021 | 6.35% | 3.29% |
| 2020 | 6.59% | 4.70% |
| 2019 | 5.69% | 3.71% |
| 2018 | 6.86% | 4.71% |
| 2017 | 6.21% | 3.80% |
| 2016 | 9.02% | 3.62% |
| 2015 | 6.86% | 4.63% |
| 2014 | 5.06% | 3.08% |
| 2013 | 6.31% | 3.30% |
| 2012 | 6.30% | 1.20% |
| 2011 | 6.49% | 0.00% |
| 2010 | 6.17% | 0.00% |
| 2009 | 7.78% | 0.00% |
| 2008 | 13.58% | 0.00% |
| 2007 | 8.08% | 0.00% |
| 2006 | 5.47% | 0.00% |
| 2005 | 7.65% | 0.00% |
| 2004 | 4.88% | 0.00% |
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