UTG vs SCMB
Comparison between Reaves Utility Income Fund (UTG, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
UTG vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTG
$4B
SCMB
$4B
Expense Ratio
UTG
N/A
SCMB
0.03%
Max Drawdown
UTG
71.97%
Winner
SCMB
7.77%
Sharpe Ratio
Winner
UTG
0.84
SCMB
0.81
5Y Beta
UTG
0.52
Winner
SCMB
0.03
5Y Dividends CAGR
UTG
2.05%
SCMB
N/A
UTG vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
UTG
-1.97%
Winner
SCMB
+0.10%
3M
UTG
-1.29%
Winner
SCMB
+0.72%
6M
Winner
UTG
+9.14%
SCMB
+0.55%
1Y
Winner
UTG
+19.35%
SCMB
+6.47%
5Y(CAGR)
UTG
+10.77%
SCMB
N/A
10Y(CAGR)
UTG
+10.05%
SCMB
N/A
Max(CAGR)
Winner
UTG
+11.04%
SCMB
+3.96%
UTG vs SCMB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | SCMB |
|---|---|---|
| 2026 | +12.41% | +1.25% |
| 2025 | +22.37% | +3.34% |
| 2024 | +26.78% | +1.10% |
| 2023 | +1.15% | +5.70% |
| 2022 | -13.56% | +3.05% |
| 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 SCMB Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The current UTG drawdown is -5.89%. The current SCMB drawdown is -0.66%.
| Rank | UTG | SCMB |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -6.13% Apr 12, 2023 - Dec 1, 2023 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -3.23% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -2.92% Feb 27, 2026 - Jul 6, 2026 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -2.25% Feb 1, 2024 - Jul 16, 2024 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -1.05% Dec 14, 2022 - Jan 6, 2023 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -0.94% Aug 5, 2024 - Sep 6, 2024 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -0.66% Jul 6, 2026 - Jul 15, 2026 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
| #13 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -0.50% Nov 11, 2025 - Dec 29, 2025 |
| #14 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -0.50% Jan 16, 2026 - Feb 5, 2026 |
| #15 | -11.30% Sep 3, 2021 - Apr 20, 2022 | -0.38% Oct 24, 2025 - Nov 11, 2025 |
Correlation
Correlation between UTG and SCMB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2004 - 2026)
UTG vs SCMB dividend yield comparison.
| Year | UTG | SCMB |
|---|---|---|
| 2026 | 2.46% | 1.75% |
| 2025 | 6.42% | 3.36% |
| 2024 | 7.19% | 3.34% |
| 2023 | 8.53% | 3.10% |
| 2022 | 8.07% | 0.59% |
| 2021 | 6.35% | 0.00% |
| 2020 | 6.59% | 0.00% |
| 2019 | 5.69% | 0.00% |
| 2018 | 6.86% | 0.00% |
| 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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