UTF Vs. UTG: Battle Of Top Monthly Dividend Funds

Brett Ashcroft Green
8.15K Followers

Summary

  • UTG is more U.S.-focused and utility-heavy, ideal for data center-driven electricity demand growth.
  • UTF has higher leverage, more international exposure, and stronger historical total returns over 10 years.
  • Both funds offer stable monthly income, but UTG has a lower NAV premium than UTF.
  • Expense ratios are high due to leverage; UTG may benefit more if interest rates fall, having the lower management fee vs. interest expense.

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A different kind of monthly payer

The list of monthly dividend/distribution paying ETFs is long. Most are centered around one of three themes, options, fixed income or leveraged with a self-liquidating feature. The hybrid equity with a call/put overlay are very popular, this

This article was written by

8.15K Followers
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress Investment Group.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information provided in this article is for general informational purposes only and should not be considered as financial advice. The author is not a licensed financial advisor, Certified Public Accountant (CPA), or any other financial professional. The content presented in this article is based on the author's personal opinions, research, and experiences, and it may not be suitable for your specific financial situation or needs.

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