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UTG vs SILJ

Comparison between Reaves Utility Income Fund (UTG, ETF) and Amplify Junior Silver Miners ETF (SILJ, ETF).

5-Year PerformanceSILJ has outperformed UTG, delivering a return of +11.4% compared to +10.7%

UTG vs SILJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTG
$4B
SILJ
$4B
Expense Ratio
UTG
N/A
SILJ
0.69%
Max Drawdown
Winner
UTG
71.97%
SILJ
79.54%
Sharpe Ratio
UTG
1.19
Winner
SILJ
1.33
5Y Beta
Winner
UTG
0.50
SILJ
1.21
P/E Ratio
UTG
N/A
SILJ
685.02
Forward P/E
UTG
N/A
SILJ
18.19
5Y Dividends CAGR
UTG
1.97%
Winner
SILJ
28.07%
Debt to Equity
UTG
N/A
SILJ
19.98%
P/B Ratio
UTG
N/A
SILJ
2.99

UTG vs SILJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UTG
-5.60%
SILJ
-20.48%
3M
Winner
UTG
+3.08%
SILJ
-18.55%
6M
Winner
UTG
+13.51%
SILJ
+0.36%
1Y
UTG
+23.61%
Winner
SILJ
+85.67%
5Y(CAGR)
UTG
+10.74%
Winner
SILJ
+11.44%
10Y(CAGR)
Winner
UTG
+10.22%
SILJ
+8.54%
Max(CAGR)
Winner
UTG
+11.08%
SILJ
+3.45%

UTG vs SILJ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearUTGSILJ
2026+12.09%-0.98%
2025+22.37%+168.25%
2024+26.78%+8.66%
2023+1.15%-6.53%
2022-13.56%-13.55%
2021+14.73%-27.48%
2020-5.97%+34.01%
2019+34.02%+53.18%
2018+2.33%-31.18%
2017+5.13%-11.26%
2016+29.83%+133.48%
2015-13.79%-38.73%
2014+39.83%-16.44%
2013+10.08%-55.18%
2012+1.56%-1.28%
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 SILJ Drawdown Comparison

The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.

The maximum drawdown for SILJ was -79.04%, occurring on Jan 20, 2016. Recovery took 3171 trading sessions.

The current UTG drawdown is -6.16%. The current SILJ drawdown is -32.56%.

RankUTGSILJ
#1-67.75%
Jan 11, 2008 - Jul 30, 2010
-79.04%
Jan 22, 2013 - Aug 29, 2025
#2-47.96%
Feb 12, 2020 - Sep 2, 2021
-39.16%
Feb 27, 2026 - Jun 10, 2026
#3-26.50%
Apr 20, 2022 - Aug 15, 2024
-22.85%
Oct 16, 2025 - Dec 11, 2025
#4-22.66%
Feb 3, 2015 - May 12, 2016
-21.68%
Jan 28, 2026 - Feb 26, 2026
#5-22.28%
Aug 24, 2017 - Mar 18, 2019
-6.68%
Dec 26, 2025 - Jan 6, 2026
#6-21.31%
Jul 25, 2011 - Sep 20, 2011
-6.09%
Nov 29, 2012 - Dec 27, 2012
#7-20.10%
Mar 17, 2004 - Dec 22, 2004
-5.56%
Oct 8, 2025 - Oct 13, 2025
#8-15.96%
Jul 3, 2012 - Mar 13, 2013
-5.10%
Sep 15, 2025 - Sep 22, 2025
#9-15.30%
May 21, 2007 - Oct 31, 2007
-3.67%
Dec 27, 2012 - Jan 2, 2013
#10-14.94%
Nov 27, 2024 - May 15, 2025
-3.03%
Sep 22, 2025 - Sep 26, 2025
#11-14.92%
Sep 7, 2005 - Jul 26, 2006
-2.74%
Jan 6, 2026 - Jan 9, 2026
#12-13.54%
May 17, 2013 - Feb 11, 2014
-2.52%
Dec 11, 2025 - Dec 19, 2025
#13-11.66%
Jul 11, 2016 - Dec 27, 2016
-1.78%
Jan 2, 2013 - Jan 10, 2013
#14-11.57%
Oct 15, 2025 - Feb 17, 2026
-1.48%
Sep 3, 2025 - Sep 5, 2025
#15-11.30%
Sep 3, 2021 - Apr 20, 2022
-1.44%
Sep 8, 2025 - Sep 10, 2025

Correlation

Correlation between UTG and SILJ is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2004 - 2026)

UTG vs SILJ dividend yield comparison.

YearUTGSILJ
20261.96%0.00%
20256.42%2.00%
20247.19%7.26%
20238.53%0.01%
20228.07%0.05%
20216.35%0.36%
20206.59%1.23%
20195.69%1.45%
20186.86%1.66%
20176.21%0.00%
20169.02%0.52%
20156.86%2.46%
20145.06%0.00%
20136.31%0.10%
20126.30%0.00%
20116.49%0.00%
20106.17%0.00%
20097.78%0.00%
200813.58%0.00%
20078.08%0.00%
20065.47%0.00%
20057.65%0.00%
20044.88%0.00%

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