UTG vs IWX
Comparison between Reaves Utility Income Fund (UTG, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed UTG, delivering a return of +12.9% compared to +9.6%
UTG vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UTG vs IWX - Historical Returns
Returns include dividend reinvestment.
UTG vs IWX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | IWX |
|---|---|---|
| 2026 | +8.98% | +22.62% |
| 2025 | +22.37% | +18.35% |
| 2024 | +26.78% | +14.15% |
| 2023 | +1.15% | +10.40% |
| 2022 | -13.56% | -5.80% |
| 2021 | +14.73% | +24.62% |
| 2020 | -5.97% | +0.74% |
| 2019 | +34.02% | +25.79% |
| 2018 | +2.33% | -6.69% |
| 2017 | +5.13% | +13.11% |
| 2016 | +29.83% | +17.63% |
| 2015 | -13.79% | -3.41% |
| 2014 | +39.83% | +14.05% |
| 2013 | +10.08% | +28.53% |
| 2012 | +1.56% | +14.33% |
| 2011 | +23.57% | +0.04% |
| 2010 | +24.97% | +10.63% |
| 2009 | +61.39% | +3.66% |
| 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 IWX Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current UTG drawdown is -8.76%.
| Rank | UTG | IWX |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -12.48% May 6, 2026 - Jul 29, 2026 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between UTG and IWX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
UTG vs IWX dividend yield comparison.
| Year | UTG | IWX |
|---|---|---|
| 2026 | 3.08% | 0.66% |
| 2025 | 6.42% | 1.59% |
| 2024 | 7.19% | 1.97% |
| 2023 | 8.53% | 2.13% |
| 2022 | 8.07% | 2.07% |
| 2021 | 6.35% | 1.79% |
| 2020 | 6.59% | 2.12% |
| 2019 | 5.69% | 2.60% |
| 2018 | 6.86% | 2.66% |
| 2017 | 6.21% | 2.12% |
| 2016 | 9.02% | 2.22% |
| 2015 | 6.86% | 2.77% |
| 2014 | 5.06% | 2.19% |
| 2013 | 6.31% | 1.89% |
| 2012 | 6.30% | 2.71% |
| 2011 | 6.49% | 2.58% |
| 2010 | 6.17% | 1.83% |
| 2009 | 7.78% | 0.56% |
| 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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