UTG vs SPHD
Comparison between Reaves Utility Income Fund (UTG, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceUTG has outperformed SPHD, delivering a return of +9.6% compared to +8.0%
UTG vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTG
$4B
SPHD
$4B
Expense Ratio
UTG
N/A
SPHD
0.30%
Max Drawdown
UTG
71.97%
Winner
SPHD
42.14%
Sharpe Ratio
UTG
0.30
Winner
SPHD
0.94
5Y Beta
UTG
0.53
Winner
SPHD
0.36
P/E Ratio
UTG
N/A
SPHD
19.93
Forward P/E
UTG
N/A
SPHD
14.52
PEG Ratio
UTG
N/A
SPHD
0.60
5Y Dividends CAGR
UTG
3.86%
Winner
SPHD
6.97%
5Y EPS CAGR
UTG
N/A
SPHD
5.00%
Debt to Equity
UTG
N/A
SPHD
-44.60%
P/S Ratio
UTG
N/A
SPHD
2.13
P/B Ratio
UTG
N/A
SPHD
1.98
UTG vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
UTG
-1.01%
Winner
SPHD
+0.97%
3M
UTG
-7.75%
Winner
SPHD
+6.93%
6M
Winner
UTG
+7.13%
SPHD
+4.63%
1Y
UTG
+7.77%
Winner
SPHD
+14.77%
5Y(CAGR)
Winner
UTG
+9.62%
SPHD
+8.03%
10Y(CAGR)
Winner
UTG
+9.80%
SPHD
+7.29%
Max(CAGR)
Winner
UTG
+10.86%
SPHD
+9.87%
UTG vs SPHD - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTG | SPHD |
|---|---|---|
| 2026 | +8.98% | +12.27% |
| 2025 | +22.37% | +3.29% |
| 2024 | +26.78% | +16.18% |
| 2023 | +1.15% | +0.93% |
| 2022 | -13.56% | +0.31% |
| 2021 | +14.73% | +26.77% |
| 2020 | -5.97% | -8.99% |
| 2019 | +34.02% | +20.89% |
| 2018 | +2.33% | -6.32% |
| 2017 | +5.13% | +10.79% |
| 2016 | +29.83% | +23.47% |
| 2015 | -13.79% | +4.85% |
| 2014 | +39.83% | +21.27% |
| 2013 | +10.08% | +18.33% |
| 2012 | +1.56% | -1.73% |
| 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 SPHD Drawdown Comparison
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current UTG drawdown is -8.76%. The current SPHD drawdown is -1.77%.
| Rank | UTG | SPHD |
|---|---|---|
| #1 | -67.75% Jan 11, 2008 - Jul 30, 2010 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -47.96% Feb 12, 2020 - Sep 2, 2021 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -26.50% Apr 20, 2022 - Aug 15, 2024 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -22.66% Feb 3, 2015 - May 12, 2016 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -22.28% Aug 24, 2017 - Mar 18, 2019 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -21.31% Jul 25, 2011 - Sep 20, 2011 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -20.10% Mar 17, 2004 - Dec 22, 2004 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -15.96% Jul 3, 2012 - Mar 13, 2013 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -15.30% May 21, 2007 - Oct 31, 2007 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -14.94% Nov 27, 2024 - May 15, 2025 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -14.92% Sep 7, 2005 - Jul 26, 2006 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -13.54% May 17, 2013 - Feb 11, 2014 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -12.48% May 6, 2026 - Jul 29, 2026 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -11.66% Jul 11, 2016 - Dec 27, 2016 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -11.57% Oct 15, 2025 - Feb 17, 2026 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between UTG and SPHD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
UTG vs SPHD dividend yield comparison.
| Year | UTG | SPHD |
|---|---|---|
| 2026 | 3.08% | 2.78% |
| 2025 | 6.42% | 4.02% |
| 2024 | 7.19% | 3.41% |
| 2023 | 8.53% | 4.48% |
| 2022 | 8.07% | 3.89% |
| 2021 | 6.35% | 3.45% |
| 2020 | 6.59% | 4.89% |
| 2019 | 5.69% | 4.07% |
| 2018 | 6.86% | 4.40% |
| 2017 | 6.21% | 3.14% |
| 2016 | 9.02% | 3.83% |
| 2015 | 6.86% | 3.49% |
| 2014 | 5.06% | 3.24% |
| 2013 | 6.31% | 3.68% |
| 2012 | 6.30% | 0.93% |
| 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% |
Select Stocks to Compare
Popular: UTG vs SPYSPHD vs SPY
More Comparisons
Compare with similar stocks
Compare UTG with:
Compare SPHD with:
Popular suggestions:
OUSA vs SPHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
VYM vs SPHD
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPHD vs VOO
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SPHD vs SPLV
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs INVESCO S&P 500 LOW VOLATILITY ETF
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SDIV vs SPHD
GLOBAL X SUPERDIVIDEND ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
DIV vs SPHD
GLOBAL X SUPERDIVIDEND U.S. ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
LVHD vs SPHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF