UTG vs IMCG
Comparison between Reaves Utility Income Fund (UTG, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceUTG has outperformed IMCG, delivering a return of +10.8% compared to +8.0%
UTG vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTG vs IMCG - Historical Returns
Returns include dividend reinvestment.
UTG vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | IMCG |
|---|---|---|
| 2026 | +12.41% | +19.68% |
| 2025 | +22.37% | +6.65% |
| 2024 | +26.78% | +19.72% |
| 2023 | +1.15% | +21.48% |
| 2022 | -13.56% | -25.08% |
| 2021 | +14.73% | +17.12% |
| 2020 | -5.97% | +44.03% |
| 2019 | +34.02% | +36.82% |
| 2018 | +2.33% | -4.35% |
| 2017 | +5.13% | +24.87% |
| 2016 | +29.83% | +8.75% |
| 2015 | -13.79% | +0.29% |
| 2014 | +39.83% | +11.58% |
| 2013 | +10.08% | +30.83% |
| 2012 | +1.56% | +14.19% |
| 2011 | +23.57% | -3.74% |
| 2010 | +24.97% | +25.95% |
| 2009 | +61.39% | +36.47% |
| 2008 | -48.71% | -45.99% |
| 2007 | +13.03% | +20.06% |
| 2006 | +31.94% | +7.72% |
| 2005 | +3.28% | +18.32% |
| 2004 | +5.01% | +14.09% |
UTG vs IMCG Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current UTG drawdown is -5.89%. The current IMCG drawdown is -1.97%.
| Rank | UTG | IMCG |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -11.30% Sep 3, 2021 - Apr 20, 2022 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between UTG and IMCG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
UTG vs IMCG dividend yield comparison.
| Year | UTG | IMCG |
|---|---|---|
| 2026 | 2.46% | 0.23% |
| 2025 | 6.42% | 0.78% |
| 2024 | 7.19% | 0.78% |
| 2023 | 8.53% | 0.85% |
| 2022 | 8.07% | 0.91% |
| 2021 | 6.35% | 0.41% |
| 2020 | 6.59% | 0.09% |
| 2019 | 5.69% | 0.30% |
| 2018 | 6.86% | 0.35% |
| 2017 | 6.21% | 0.45% |
| 2016 | 9.02% | 0.52% |
| 2015 | 6.86% | 0.38% |
| 2014 | 5.06% | 0.60% |
| 2013 | 6.31% | 0.37% |
| 2012 | 6.30% | 0.80% |
| 2011 | 6.49% | 0.25% |
| 2010 | 6.17% | 0.33% |
| 2009 | 7.78% | 0.28% |
| 2008 | 13.58% | 0.45% |
| 2007 | 8.08% | 0.24% |
| 2006 | 5.47% | 0.46% |
| 2005 | 7.65% | 0.12% |
| 2004 | 4.88% | 0.01% |
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