BILT vs. FUTY
BILT (iShares Infrastructure Active ETF) and FUTY (Fidelity MSCI Utilities Index ETF) are both Utilities Equities funds. BILT is actively managed, while FUTY is passively managed. A 0.73 correlation means they provide meaningful diversification when combined. BILT charges 0.60%/yr vs 0.08%/yr for FUTY.
Performance
BILT vs. FUTY - Performance Comparison
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Returns By Period
In the year-to-date period, BILT achieves a 12.98% return, which is significantly higher than FUTY's 6.00% return.
BILT
- 1D
- 0.41%
- 1M
- -1.21%
- YTD
- 12.98%
- 6M
- 13.89%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FUTY
- 1D
- 0.43%
- 1M
- -0.81%
- YTD
- 6.00%
- 6M
- 6.35%
- 1Y
- 14.54%
- 3Y*
- 14.58%
- 5Y*
- 10.21%
- 10Y*
- 9.18%
BILT vs. FUTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BILT iShares Infrastructure Active ETF | 12.98% | 4.16% |
FUTY Fidelity MSCI Utilities Index ETF | 6.00% | 1.86% |
Correlation
The correlation between BILT and FUTY is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.73 |
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Return for Risk
BILT vs. FUTY — Risk / Return Rank
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FUTY
BILT vs. FUTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and Fidelity MSCI Utilities Index ETF (FUTY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BILT | FUTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.18 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.63 | — |
| Martin ratioReturn relative to average drawdown | — | 3.49 | — |
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Drawdowns
BILT vs. FUTY - Drawdown Comparison
The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum FUTY drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for BILT and FUTY.
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Drawdown Indicators
| BILT | FUTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.38% | -36.44% | +31.06% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.93% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.35% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.44% | — |
Current DrawdownCurrent decline from peak | -1.85% | -4.73% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -6.03% | +4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.17% | — |
Volatility
BILT vs. FUTY - Volatility Comparison
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Volatility by Period
| BILT | FUTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.58% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 14.47% | -4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.29% | 17.06% | -6.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.29% | 19.08% | -8.79% |
BILT vs. FUTY - Expense Ratio Comparison
BILT has a 0.60% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Dividends
BILT vs. FUTY - Dividend Comparison
BILT's dividend yield for the trailing twelve months is around 5.77%, more than FUTY's 2.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.77% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FUTY Fidelity MSCI Utilities Index ETF | 2.62% | 2.67% | 2.96% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% |
Frequently Asked Questions
BILT and FUTY have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FUTY is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FUTY is cheaper with a 0.08% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 5.77%, compared with 2.62% for FUTY.
They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.60% for BILT and 0.08% for FUTY.
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