UTG vs JTEK
Comparison between Reaves Utility Income Fund (UTG, ETF) and JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF).
UTG vs JTEK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTG
$4B
Winner
JTEK
$4.10B
Expense Ratio
UTG
N/A
JTEK
0.65%
Max Drawdown
UTG
71.97%
Winner
JTEK
30.61%
Sharpe Ratio
UTG
0.31
Winner
JTEK
0.65
5Y Beta
Winner
UTG
0.53
JTEK
1.56
P/E Ratio
UTG
N/A
JTEK
72.03
Forward P/E
UTG
N/A
JTEK
29.07
PEG Ratio
UTG
N/A
JTEK
0.43
5Y Dividends CAGR
UTG
3.84%
JTEK
N/A
5Y EPS CAGR
UTG
N/A
JTEK
31.65%
P/S Ratio
UTG
N/A
JTEK
4.42
P/B Ratio
UTG
N/A
JTEK
9.16
UTG vs JTEK - Historical Returns
Returns include dividend reinvestment.
1M
UTG
-2.68%
Winner
JTEK
-0.50%
3M
UTG
-7.16%
Winner
JTEK
-3.26%
6M
UTG
-2.49%
Winner
JTEK
+17.42%
1Y
UTG
+8.47%
Winner
JTEK
+20.56%
5Y(CAGR)
UTG
+8.88%
JTEK
N/A
10Y(CAGR)
UTG
+9.74%
JTEK
N/A
Max(CAGR)
UTG
+10.77%
Winner
JTEK
+27.43%
UTG vs JTEK - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | JTEK |
|---|---|---|
| 2026 | +7.38% | +10.42% |
| 2025 | +22.37% | +18.10% |
| 2024 | +26.78% | +32.71% |
| 2023 | +1.15% | +18.14% |
| 2022 | -13.56% | N/A |
| 2021 | +14.73% | N/A |
| 2020 | -5.97% | N/A |
| 2019 | +34.02% | N/A |
| 2018 | +2.33% | N/A |
| 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 JTEK Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.
The current UTG drawdown is -10.10%. The current JTEK drawdown is -10.37%.
| Rank | UTG | JTEK |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -30.61% Feb 18, 2025 - Jul 17, 2025 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -22.02% Oct 29, 2025 - May 5, 2026 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -19.36% Jun 30, 2026 - Jul 29, 2026 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -18.26% Jul 8, 2024 - Nov 6, 2024 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -11.05% Mar 7, 2024 - Jun 12, 2024 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -10.58% Oct 11, 2023 - Nov 14, 2023 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -10.43% Jun 2, 2026 - Jun 30, 2026 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -7.25% Dec 6, 2024 - Jan 22, 2025 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -5.99% Dec 27, 2023 - Jan 19, 2024 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -5.39% Jan 23, 2025 - Feb 5, 2025 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -4.85% May 14, 2026 - May 26, 2026 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -4.51% Feb 15, 2024 - Mar 1, 2024 |
| #13 | -12.48% May 6, 2026 - Jul 29, 2026 | -4.43% Oct 8, 2025 - Oct 27, 2025 |
| #14 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -4.11% Nov 12, 2024 - Nov 21, 2024 |
| #15 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -4.10% Jul 28, 2025 - Aug 28, 2025 |
Correlation
Correlation between UTG and JTEK is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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