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UTG correlations (Reaves Utility Income Fund)

UTG measured against 4756 US stocks and ETFs: closest co-movers on one side, the best offsets on the other, all from weekly returns.

Data as of 2026-08-27 · refreshed every trading day · US Listed

Volatility (ann.)

19.1%

3y weekly

Beta vs S&P 500

0.67

3y weekly

1-year return

+6.8%

price, adjusted

5-year return

+53.5%

price, adjusted

Market cap

$3.5B

latest

P/E ratio

2.8

trailing

Dividend yield

6.17%

trailing

Max drawdown

-14.9%

3y, daily closes

UTG over the last 12 months, weekly closes indexed to 100 at the start.

Stocks and ETFs most correlated with UTG

Asset		Correlation (3Y)
XLU	Utilities Select Sector SPDR Fund	0.77
DPG	Duff & Phelps Utility and Infrastructure Fund Inc.	0.69
ZTR	Virtus Total Return Fund Inc.	0.69
ERH	Allspring Utilities and High Income Fund	0.68
MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	0.68

If the goal is offsetting UTG, these tracked assets have historically moved the most on their own terms.

Asset		Correlation (3Y)
VXZ	iPath Series B S&P 500 VIX Mid-Term Futures ETN	-0.42
VXX	iPath Series B S&P 500 VIX Short-Term Futures ETN	-0.42
FNGD	MicroSectors FANG Index -3X Inverse Leveraged ETNs due	-0.31

Free API · no key required

$ curl https://www.pairbook.io/api/v1/symbols/utg.json

Correlations, diversifiers, beta and volatility for UTG, plus one endpoint per pair. API documentation.