BILT vs. FUTY
BILT (iShares Infrastructure Active ETF) and FUTY (Fidelity MSCI Utilities Index ETF) are both exchange-traded funds - BILT is a Infrastructure Equities fund actively managed by iShares, while FUTY is a Utilities Equities fund tracking the MSCI USA IMI Utilities Index. BILT is actively managed, while FUTY is passively managed. Over the past year, BILT returned 17.98% vs 6.08% for FUTY. Their 0.76 correlation means they have sometimes moved together and sometimes differently. BILT charges 0.60%/yr vs 0.08%/yr for FUTY.
Performance
BILT vs. FUTY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BILT achieves a 14.30% return, which is significantly higher than FUTY's 4.79% return.
BILT
- 1D
- 0.11%
- 1M
- -1.05%
- 6M
- 8.99%
- YTD
- 14.30%
- 1Y
- 17.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.07%
FUTY
- 1D
- -0.70%
- 1M
- -3.20%
- 6M
- 3.20%
- YTD
- 4.79%
- 1Y
- 6.08%
- 3Y*
- 13.47%
- 5Y*
- 9.14%
- 10Y*
- 8.77%
- ALL TIME*
- 10.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.38M | $1.70M | $1.65M | |
| $18.62M | $18.35M | $18.70M |
BILT vs. FUTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BILT iShares Infrastructure Active ETF | 14.30% | 4.16% |
FUTY Fidelity MSCI Utilities Index ETF | 4.79% | 1.86% |
Correlation
The correlation between BILT and FUTY is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.76 |
The correlation between BILT and FUTY has been stable across timeframes, ranging from 0.76 to 0.76 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BILT vs. FUTY — Risk / Return Rank
BILT
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 | +1.42 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.08 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 0.69 | +2.83 |
| Martin ratioReturn relative to average drawdown | 10.60 | 1.42 | +9.17 |
Loading charts...
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.
Loading charts...
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 | -5.38% | -8.93% | +3.55% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.96% | — |
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 | -2.25% | -5.82% | +3.57% |
Average DrawdownAverage peak-to-trough decline | -1.36% | -6.00% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 4.33% | -2.55% |
Volatility
BILT vs. FUTY - Volatility Comparison
The current volatility for iShares Infrastructure Active ETF (BILT) is 3.10%, while Fidelity MSCI Utilities Index ETF (FUTY) has a volatility of 4.48%. This indicates that BILT experiences smaller price fluctuations and is considered to be less risky than FUTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BILT | FUTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 4.48% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 11.84% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.31% | 14.73% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.31% | 17.09% | -6.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.31% | 19.09% | -8.78% |
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 5.70%, more than FUTY's 2.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.70% | 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 | 2.65% | 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 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FUTY has higher volatility (4.48%) compared to BILT (3.10%). In terms of maximum drawdown, BILT dropped -5.38% vs FUTY's -36.44%.
On 1-year performance, BILT leads with 17.98% vs 6.08% for FUTY. On fees, FUTY is cheaper at 0.08% per year. On volatility, BILT has been the lower-risk option at 3.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BILT has performed better with a 17.98% return vs 6.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FUTY is cheaper with a 0.08% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 5.70%, compared with 2.65% for FUTY.
BILT is categorized as Infrastructure Equities, while FUTY is Utilities Equities. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.60% for BILT and 0.08% for FUTY.
BILT currently has the higher Sharpe Ratio (1.84 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BILT and FUTY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer