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UTL vs SPY

Comparison between Unitil Corp (UTL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UTL, delivering a return of +13.4% compared to +1.5%

UTL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UTL
$928M
Winner
SPY
$784B
Expense Ratio
UTL
N/A
SPY
0.09%
Max Drawdown
Winner
UTL
51.54%
SPY
56.47%
Sharpe Ratio
UTL
-0.10
Winner
SPY
1.50
5Y Beta
Winner
UTL
0.12
SPY
1.00
Industry
UTL
Utilities - Diversified
SPY
N/A
P/E Ratio
Winner
UTL
16.46
SPY
28.29
Forward P/E
Winner
UTL
19.88
SPY
21.76
PEG Ratio
UTL
3.37
SPY
N/A
Dividend Yield
UTL
3.54%
SPY
N/A
5Y Dividends CAGR
UTL
4.06%
Winner
SPY
5.43%
5Y EPS CAGR
UTL
9.34%
Winner
SPY
25.98%
Debt to Equity
UTL
105.24%
Winner
SPY
30.79%
Free Cash Flow Yield
UTL
-5.99%
SPY
N/A
P/S Ratio
Winner
UTL
1.59
SPY
3.79
P/B Ratio
Winner
UTL
1.46
SPY
5.67

UTL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UTL
+3.18%
SPY
+0.48%
3M
UTL
-0.49%
Winner
SPY
+11.67%
6M
UTL
+7.92%
Winner
SPY
+9.42%
1Y
UTL
+1.09%
Winner
SPY
+24.27%
5Y(CAGR)
UTL
+1.48%
Winner
SPY
+13.36%
10Y(CAGR)
UTL
+5.48%
Winner
SPY
+15.42%
Max(CAGR)
UTL
+7.19%
Winner
SPY
+8.49%

UTL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUTLSPY
2026+7.94%+8.88%
2025-6.58%+18.00%
2024+4.84%+25.59%
2023+7.16%+26.72%
2022+15.87%-18.64%
2021+9.45%+30.52%
2020-24.72%+17.28%
2019+31.07%+31.09%
2018+16.45%-5.24%
2017+2.83%+20.78%
2016+33.32%+13.59%
2015+2.31%+1.31%
2014+27.21%+14.56%
2013+19.67%+29.00%
2012-5.37%+14.17%
2011+31.25%+0.85%
2010+5.79%+13.14%
2009+18.34%+22.67%
2008-21.45%-36.25%
2007+17.63%+5.32%
2006+6.17%+13.85%
2005-4.71%+5.32%
2004+15.39%+10.75%
2003+11.14%+24.18%
2002+13.16%-22.42%
2001-6.29%-10.13%
2000-19.35%-8.84%
1999+32.41%+8.61%

UTL vs SPY Drawdown Comparison

The maximum drawdown for UTL was -48.36%, occurring on Nov 6, 2020. Recovery took 599 trading sessions.

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

The current UTL drawdown is -11.72%. The current SPY drawdown is -2.35%.

RankUTLSPY
#1-48.36%
Feb 14, 2020 - Jul 1, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.74%
Sep 6, 2007 - May 31, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.03%
Dec 29, 1999 - Oct 7, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.26%
Apr 6, 2023 - Jul 17, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.86%
Sep 17, 2024 - Sep 8, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.08%
Jul 1, 2022 - Apr 6, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.53%
Nov 30, 2017 - Jun 20, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.45%
Jul 21, 2016 - Nov 22, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.50%
Mar 29, 2016 - Jun 30, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.97%
Aug 16, 2005 - Feb 27, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.50%
Jan 29, 2015 - Oct 5, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.19%
Sep 17, 2018 - Jan 31, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.01%
Jul 17, 2012 - Feb 12, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.95%
Jul 19, 2013 - Oct 23, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.84%
Dec 29, 2004 - Jun 16, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UTL and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

UTL vs SPY dividend yield comparison.

YearUTLSPY
20261.83%0.24%
20253.72%1.07%
20243.14%1.21%
20233.08%1.40%
20223.04%1.65%
20213.31%1.20%
20203.39%1.52%
20192.39%1.75%
20182.88%2.04%
20173.16%1.80%
20163.13%2.03%
20153.90%2.06%
20143.76%1.87%
20134.53%1.81%
20123.99%2.18%
20114.88%2.05%
20106.07%1.80%
20096.01%1.95%
20086.68%3.02%
20074.84%1.85%
20065.46%1.73%
20055.48%1.73%
20044.88%1.82%
20036.71%1.47%
20026.98%1.70%
20017.39%1.25%
20005.26%1.15%
19990.00%0.24%

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