FBCV vs. FUTY
Compare and contrast key facts about Fidelity Blue Chip Value ETF (FBCV) and Fidelity MSCI Utilities Index ETF (FUTY).
FBCV and FUTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBCV is an actively managed fund by Fidelity. It was launched on Jun 2, 2020. FUTY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Utilities Index. It was launched on Oct 21, 2013.
Performance
FBCV vs. FUTY - Performance Comparison
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FBCV vs. FUTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBCV Fidelity Blue Chip Value ETF | 1.68% | 16.36% | 10.26% | 5.45% | -2.26% | 26.18% | 16.98% |
FUTY Fidelity MSCI Utilities Index ETF | 8.19% | 16.40% | 23.20% | -7.46% | 1.12% | 17.53% | 6.42% |
Returns By Period
In the year-to-date period, FBCV achieves a 1.68% return, which is significantly lower than FUTY's 8.19% return.
FBCV
- 1D
- 0.42%
- 1M
- -3.97%
- YTD
- 1.68%
- 6M
- 8.10%
- 1Y
- 16.29%
- 3Y*
- 12.30%
- 5Y*
- 8.66%
- 10Y*
- —
FUTY
- 1D
- 0.49%
- 1M
- -2.11%
- YTD
- 8.19%
- 6M
- 5.65%
- 1Y
- 19.31%
- 3Y*
- 13.99%
- 5Y*
- 10.62%
- 10Y*
- 9.67%
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FBCV vs. FUTY - Expense Ratio Comparison
FBCV has a 0.57% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Return for Risk
FBCV vs. FUTY — Risk / Return Rank
FBCV
FUTY
FBCV vs. FUTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value ETF (FBCV) 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.
| FBCV | FUTY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.25 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.70 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.20 | -0.58 |
Martin ratioReturn relative to average drawdown | 7.00 | 5.24 | +1.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBCV | FUTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.25 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.63 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.58 | +0.26 |
Correlation
The correlation between FBCV and FUTY is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FBCV vs. FUTY - Dividend Comparison
FBCV's dividend yield for the trailing twelve months is around 2.91%, more than FUTY's 2.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCV Fidelity Blue Chip Value ETF | 2.91% | 2.95% | 1.75% | 1.68% | 2.01% | 3.13% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FUTY Fidelity MSCI Utilities Index ETF | 2.49% | 2.67% | 2.96% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% |
Drawdowns
FBCV vs. FUTY - Drawdown Comparison
The maximum FBCV drawdown since its inception was -15.55%, smaller than the maximum FUTY drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for FBCV and FUTY.
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Drawdown Indicators
| FBCV | FUTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.55% | -36.44% | +20.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -8.93% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -15.55% | -25.11% | +9.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.44% | — |
Current DrawdownCurrent decline from peak | -4.70% | -2.76% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -6.06% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.75% | -1.40% |
Volatility
FBCV vs. FUTY - Volatility Comparison
The current volatility for Fidelity Blue Chip Value ETF (FBCV) is 3.88%, while Fidelity MSCI Utilities Index ETF (FUTY) has a volatility of 5.03%. This indicates that FBCV 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.
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Volatility by Period
| FBCV | FUTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 5.03% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 8.01% | 10.15% | -2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.80% | 15.52% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.87% | 16.93% | -3.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.85% | 18.99% | -4.14% |