CUT vs. FPURX
Compare and contrast key facts about Invesco MSCI Global Timber ETF (CUT) and Fidelity Puritan Fund (FPURX).
CUT is a passively managed fund by Invesco that tracks the performance of the Beacon Global Timber Index. It was launched on Nov 9, 2007. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUT or FPURX.
Correlation
The correlation between CUT and FPURX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CUT vs. FPURX - Performance Comparison
Key characteristics
CUT:
-0.28
FPURX:
0.46
CUT:
-0.29
FPURX:
0.72
CUT:
0.97
FPURX:
1.10
CUT:
-0.18
FPURX:
0.44
CUT:
-0.72
FPURX:
1.66
CUT:
6.46%
FPURX:
3.89%
CUT:
16.59%
FPURX:
14.12%
CUT:
-70.03%
FPURX:
-30.70%
CUT:
-18.59%
FPURX:
-8.62%
Returns By Period
In the year-to-date period, CUT achieves a -6.09% return, which is significantly lower than FPURX's -4.98% return. Over the past 10 years, CUT has underperformed FPURX with an annualized return of 3.65%, while FPURX has yielded a comparatively higher 8.80% annualized return.
CUT
-6.09%
-4.25%
-10.53%
-4.70%
8.23%
3.65%
FPURX
-4.98%
-2.06%
-3.72%
6.08%
10.89%
8.80%
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CUT vs. FPURX - Expense Ratio Comparison
CUT has a 0.55% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
CUT vs. FPURX — Risk-Adjusted Performance Rank
CUT
FPURX
CUT vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI Global Timber ETF (CUT) and Fidelity Puritan Fund (FPURX). 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.
Dividends
CUT vs. FPURX - Dividend Comparison
CUT's dividend yield for the trailing twelve months is around 3.25%, less than FPURX's 11.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUT Invesco MSCI Global Timber ETF | 3.25% | 3.05% | 2.44% | 2.58% | 1.57% | 1.65% | 2.67% | 3.43% | 1.57% | 2.08% | 1.52% | 2.83% |
FPURX Fidelity Puritan Fund | 11.97% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% |
Drawdowns
CUT vs. FPURX - Drawdown Comparison
The maximum CUT drawdown since its inception was -70.03%, which is greater than FPURX's maximum drawdown of -30.70%. Use the drawdown chart below to compare losses from any high point for CUT and FPURX. For additional features, visit the drawdowns tool.
Volatility
CUT vs. FPURX - Volatility Comparison
Invesco MSCI Global Timber ETF (CUT) has a higher volatility of 10.01% compared to Fidelity Puritan Fund (FPURX) at 8.94%. This indicates that CUT's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.