VNQI vs UTG
Comparison between VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF) and Reaves Utility Income Fund (UTG, ETF).
5-Year PerformanceUTG has outperformed VNQI, delivering a return of +9.6% compared to -0.7%
VNQI vs UTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VNQI vs UTG - Historical Returns
Returns include dividend reinvestment.
VNQI vs UTG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VNQI | UTG |
|---|---|---|
| 2026 | +0.46% | +8.98% |
| 2025 | +22.21% | +22.37% |
| 2024 | -0.65% | +26.78% |
| 2023 | +5.60% | +1.15% |
| 2022 | -23.09% | -13.56% |
| 2021 | +7.00% | +14.73% |
| 2020 | -7.77% | -5.97% |
| 2019 | +22.46% | +34.02% |
| 2018 | -10.62% | +2.33% |
| 2017 | +26.19% | +5.13% |
| 2016 | +3.10% | +29.83% |
| 2015 | -2.29% | -13.79% |
| 2014 | +3.80% | +39.83% |
| 2013 | +0.80% | +10.08% |
| 2012 | +39.74% | +1.56% |
| 2011 | -17.41% | +23.57% |
| 2010 | +1.64% | +24.97% |
| 2009 | N/A | +61.39% |
| 2008 | N/A | -48.71% |
| 2007 | N/A | +13.03% |
| 2006 | N/A | +31.94% |
| 2005 | N/A | +3.28% |
| 2004 | N/A | +5.01% |
VNQI vs UTG Drawdown Comparison
The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The current VNQI drawdown is -8.92%. The current UTG drawdown is -8.76%.
| Rank | VNQI | UTG |
|---|---|---|
| #1 | -38.35% Jan 17, 2020 - Jun 1, 2021 | -67.75% Jan 11, 2008 - Jul 30, 2010 |
| #2 | -35.77% Jun 10, 2021 - Feb 9, 2026 | -47.96% Feb 12, 2020 - Sep 2, 2021 |
| #3 | -24.53% May 2, 2011 - Sep 12, 2012 | -26.50% Apr 20, 2022 - Aug 15, 2024 |
| #4 | -21.53% May 15, 2015 - May 15, 2017 | -22.66% Feb 3, 2015 - May 12, 2016 |
| #5 | -18.53% May 3, 2013 - Apr 6, 2015 | -22.28% Aug 24, 2017 - Mar 18, 2019 |
| #6 | -18.18% Jan 26, 2018 - Nov 4, 2019 | -21.31% Jul 25, 2011 - Sep 20, 2011 |
| #7 | -14.78% Feb 26, 2026 - Mar 27, 2026 | -20.10% Mar 17, 2004 - Dec 22, 2004 |
| #8 | -10.16% Nov 4, 2010 - Apr 21, 2011 | -15.96% Jul 3, 2012 - Mar 13, 2013 |
| #9 | -3.56% May 4, 2015 - May 15, 2015 | -15.30% May 21, 2007 - Oct 31, 2007 |
| #10 | -3.54% Nov 4, 2019 - Dec 20, 2019 | -14.94% Nov 27, 2024 - May 15, 2025 |
| #11 | -3.40% Nov 6, 2012 - Nov 28, 2012 | -14.92% Sep 7, 2005 - Jul 26, 2006 |
| #12 | -3.18% Jun 7, 2017 - Jul 19, 2017 | -13.54% May 17, 2013 - Feb 11, 2014 |
| #13 | -3.14% Feb 1, 2013 - Mar 1, 2013 | -12.48% May 6, 2026 - Jul 29, 2026 |
| #14 | -2.48% Sep 18, 2017 - Oct 13, 2017 | -11.66% Jul 11, 2016 - Dec 27, 2016 |
| #15 | -2.22% Apr 12, 2013 - Apr 19, 2013 | -11.57% Oct 15, 2025 - Feb 17, 2026 |
Correlation
Correlation between VNQI and UTG is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
VNQI vs UTG dividend yield comparison.
| Year | VNQI | UTG |
|---|---|---|
| 2026 | 0.00% | 3.08% |
| 2025 | 4.70% | 6.42% |
| 2024 | 5.16% | 7.19% |
| 2023 | 3.74% | 8.53% |
| 2022 | 0.57% | 8.07% |
| 2021 | 6.48% | 6.35% |
| 2020 | 0.93% | 6.59% |
| 2019 | 7.58% | 5.69% |
| 2018 | 4.62% | 6.86% |
| 2017 | 3.86% | 6.21% |
| 2016 | 5.18% | 9.02% |
| 2015 | 2.86% | 6.86% |
| 2014 | 4.11% | 5.06% |
| 2013 | 3.27% | 6.31% |
| 2012 | 5.58% | 6.30% |
| 2011 | 3.28% | 6.49% |
| 2010 | 0.88% | 6.17% |
| 2009 | 0.00% | 7.78% |
| 2008 | 0.00% | 13.58% |
| 2007 | 0.00% | 8.08% |
| 2006 | 0.00% | 5.47% |
| 2005 | 0.00% | 7.65% |
| 2004 | 0.00% | 4.88% |
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