UTG vs IFRA
Comparison between Reaves Utility Income Fund (UTG, ETF) and ISHARES U.S. INFRASTRUCTURE ETF (IFRA, ETF).
5-Year PerformanceIFRA has outperformed UTG, delivering a return of +13.2% compared to +10.7%
UTG vs IFRA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTG vs IFRA - Historical Returns
Returns include dividend reinvestment.
UTG vs IFRA - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | IFRA |
|---|---|---|
| 2026 | +12.09% | +16.71% |
| 2025 | +22.37% | +16.09% |
| 2024 | +26.78% | +17.17% |
| 2023 | +1.15% | +13.50% |
| 2022 | -13.56% | -3.13% |
| 2021 | +14.73% | +32.19% |
| 2020 | -5.97% | +8.22% |
| 2019 | +34.02% | +26.84% |
| 2018 | +2.33% | -8.54% |
| 2017 | +5.13% | N/A |
| 2016 | +29.83% | N/A |
| 2015 | -13.79% | N/A |
| 2014 | +39.83% | N/A |
| 2013 | +10.08% | N/A |
| 2012 | +1.56% | N/A |
| 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 IFRA Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for IFRA was -41.06%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current UTG drawdown is -6.16%. The current IFRA drawdown is -1.30%.
| Rank | UTG | IFRA |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -41.06% Feb 20, 2020 - Nov 16, 2020 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -19.93% Nov 25, 2024 - Jul 22, 2025 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -19.50% Sep 18, 2018 - Jun 28, 2019 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -18.48% Apr 20, 2022 - Feb 1, 2023 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -13.99% Jul 26, 2023 - Dec 19, 2023 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -11.09% Feb 2, 2023 - Jul 12, 2023 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -8.40% Mar 2, 2026 - Apr 23, 2026 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -8.22% Jan 4, 2022 - Mar 17, 2022 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -7.85% Sep 2, 2021 - Nov 3, 2021 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -7.60% May 7, 2021 - Aug 11, 2021 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -7.12% Jul 5, 2019 - Sep 11, 2019 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -7.03% May 21, 2024 - Jul 16, 2024 |
| #13 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -6.62% Nov 23, 2021 - Dec 27, 2021 |
| #14 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -6.34% Jul 31, 2024 - Sep 17, 2024 |
| #15 | -11.30% Sep 3, 2021 - Apr 20, 2022 | -6.13% Dec 26, 2023 - Feb 29, 2024 |
Correlation
Correlation between UTG and IFRA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
UTG vs IFRA dividend yield comparison.
| Year | UTG | IFRA |
|---|---|---|
| 2026 | 1.96% | 0.44% |
| 2025 | 6.42% | 1.84% |
| 2024 | 7.19% | 1.75% |
| 2023 | 8.53% | 1.98% |
| 2022 | 8.07% | 1.98% |
| 2021 | 6.35% | 1.63% |
| 2020 | 6.59% | 2.08% |
| 2019 | 5.69% | 1.68% |
| 2018 | 6.86% | 2.50% |
| 2017 | 6.21% | 0.00% |
| 2016 | 9.02% | 0.00% |
| 2015 | 6.86% | 0.00% |
| 2014 | 5.06% | 0.00% |
| 2013 | 6.31% | 0.00% |
| 2012 | 6.30% | 0.00% |
| 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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