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UTG vs SPY

Comparison between Reaves Utility Income Fund (UTG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UTG, delivering a return of +13.2% compared to +12.3%

UTG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTG
$4B
Winner
SPY
$784B
Expense Ratio
UTG
N/A
SPY
0.09%
Max Drawdown
UTG
71.97%
Winner
SPY
56.47%
Sharpe Ratio
UTG
1.38
Winner
SPY
1.54
5Y Beta
Winner
UTG
0.51
SPY
1.00
P/E Ratio
UTG
N/A
SPY
27.62
Forward P/E
UTG
N/A
SPY
21.11
5Y Dividends CAGR
UTG
2.05%
Winner
SPY
6.00%
5Y EPS CAGR
UTG
N/A
SPY
25.30%
Debt to Equity
UTG
N/A
SPY
31.11%
P/S Ratio
UTG
N/A
SPY
3.49
P/B Ratio
UTG
N/A
SPY
5.30

UTG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UTG
+0.27%
SPY
-1.37%
3M
UTG
+11.92%
Winner
SPY
+12.22%
6M
Winner
UTG
+19.95%
SPY
+7.20%
1Y
Winner
UTG
+27.57%
SPY
+23.58%
5Y(CAGR)
UTG
+12.25%
Winner
SPY
+13.19%
10Y(CAGR)
UTG
+10.72%
Winner
SPY
+15.12%
Max(CAGR)
Winner
UTG
+11.49%
SPY
+8.44%

UTG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUTGSPY
2026+17.30%+7.95%
2025+22.37%+18.00%
2024+26.78%+25.59%
2023+1.15%+26.72%
2022-13.56%-18.64%
2021+14.73%+30.52%
2020-5.97%+17.28%
2019+34.02%+31.09%
2018+2.33%-5.24%
2017+5.13%+20.78%
2016+29.83%+13.59%
2015-13.69%+1.31%
2014+40.00%+14.56%
2013+10.23%+29.00%
2012+1.80%+14.17%
2011+24.05%+0.85%
2010+25.45%+13.14%
2009+62.35%+22.67%
2008-48.44%-36.25%
2007+13.55%+5.32%
2006+32.40%+13.85%
2005+3.71%+5.32%
2004+5.34%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UTG vs SPY Drawdown Comparison

The maximum drawdown for UTG was -67.57%, occurring on Mar 9, 2009. Recovery took 637 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UTG drawdown is -1.80%. The current SPY drawdown is -3.18%.

RankUTGSPY
#1-67.57%
Jan 11, 2008 - Jul 23, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.96%
Feb 12, 2020 - Sep 2, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.50%
Apr 20, 2022 - Aug 15, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.57%
Feb 3, 2015 - May 4, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.28%
Aug 24, 2017 - Mar 18, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.31%
Jul 25, 2011 - Sep 20, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.03%
Mar 17, 2004 - Dec 22, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.92%
Jul 3, 2012 - Mar 13, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.24%
May 21, 2007 - Oct 31, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.94%
Nov 27, 2024 - May 15, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.87%
Sep 7, 2005 - Jul 25, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.51%
May 17, 2013 - Feb 11, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.66%
Jul 11, 2016 - Dec 27, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.57%
Oct 15, 2025 - Feb 17, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.30%
Sep 3, 2021 - Apr 20, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UTG and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

UTG vs SPY dividend yield comparison.

YearUTGSPY
20262.36%0.50%
20256.42%1.07%
20247.19%1.21%
20238.53%1.40%
20228.07%1.65%
20216.35%1.20%
20206.59%1.52%
20195.69%1.75%
20186.86%2.04%
20176.21%1.80%
20169.02%2.03%
20156.99%2.06%
20145.18%1.87%
20136.44%1.81%
20126.54%2.18%
20116.85%2.05%
20106.52%1.80%
20098.23%1.95%
200814.36%3.02%
20078.54%1.85%
20065.78%1.73%
20058.09%1.73%
20045.15%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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