FENY vs. FIUIX
FENY (Fidelity MSCI Energy Index ETF) and FIUIX (Fidelity Telecom and Utilities Fund) are both funds - FENY is a Energy Equities fund tracking the MSCI USA IMI Energy 25/50 Index, while FIUIX is a Utilities Equities fund managed by Fidelity. Over the past 10 years, FENY returned 9.47%/yr vs 8.78%/yr for FIUIX. Their 0.37 correlation means their historical movements had little consistent relationship. FENY charges 0.08%/yr vs 0.68%/yr for FIUIX.
Performance
FENY vs. FIUIX - Performance Comparison
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Returns By Period
In the year-to-date period, FENY achieves a 32.87% return, which is significantly higher than FIUIX's 2.80% return. Over the past 10 years, FENY has outperformed FIUIX with an annualized return of 9.47%, while FIUIX has yielded a comparatively lower 8.78% annualized return.
FENY
- 1D
- -0.40%
- 1M
- 9.72%
- 6M
- 15.12%
- YTD
- 32.87%
- 1Y
- 41.70%
- 3Y*
- 14.17%
- 5Y*
- 23.48%
- 10Y*
- 9.47%
- ALL TIME*
- 5.49%
FIUIX
- 1D
- 1.01%
- 1M
- -1.88%
- 6M
- 0.45%
- YTD
- 2.80%
- 1Y
- -5.12%
- 3Y*
- 15.00%
- 5Y*
- 9.67%
- 10Y*
- 8.78%
- ALL TIME*
- 9.03%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $48.28M | $43.61M | $52.27M | |
| $0.00 | $0.00 | $0.00 |
FENY vs. FIUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FENY Fidelity MSCI Energy Index ETF | 32.87% | 7.27% | 6.62% | -0.04% | 62.94% | 55.62% | -33.15% | 9.11% | -19.99% | -2.30% |
FIUIX Fidelity Telecom and Utilities Fund | 2.80% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
Correlation
The correlation between FENY and FIUIX is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2013 | 0.37 |
Over the past year, the correlation between FENY and FIUIX has dropped to 0.09 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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Return for Risk
FENY vs. FIUIX — Risk / Return Rank
FENY
FIUIX
FENY vs. FIUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Energy Index ETF (FENY) and Fidelity Telecom and Utilities Fund (FIUIX). 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.
| FENY | FIUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.23 | ||
| Sortino ratioReturn per unit of downside risk | +2.78 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.97 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | -0.26 | +3.06 |
| Martin ratioReturn relative to average drawdown | 7.52 | -0.56 | +8.09 |
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Drawdowns
FENY vs. FIUIX - Drawdown Comparison
The maximum FENY drawdown since its inception was -74.35%, which is greater than FIUIX's maximum drawdown of -66.48%. Use the drawdown chart below to compare losses from any high point for FENY and FIUIX.
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Drawdown Indicators
| FENY | FIUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.35% | -66.48% | -7.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.96% | -13.84% | -1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -21.47% | -13.84% | -7.63% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -16.64% | -10.00% |
Max Drawdown (10Y)Largest decline over 10 years | -69.07% | -33.51% | -35.56% |
Current DrawdownCurrent decline from peak | -5.93% | -9.52% | +3.59% |
Average DrawdownAverage peak-to-trough decline | -22.94% | -11.73% | -11.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 6.26% | -0.70% |
Volatility
FENY vs. FIUIX - Volatility Comparison
Fidelity MSCI Energy Index ETF (FENY) has a higher volatility of 6.24% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 3.58%. This indicates that FENY's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FENY | FIUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 3.58% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 16.54% | 11.49% | +5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.87% | 15.80% | +5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.17% | 15.97% | +10.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.78% | 17.20% | +12.58% |
FENY vs. FIUIX - Expense Ratio Comparison
FENY has a 0.08% expense ratio, which is lower than FIUIX's 0.68% expense ratio.
Dividends
FENY vs. FIUIX - Dividend Comparison
FENY's dividend yield for the trailing twelve months is around 2.39%, less than FIUIX's 3.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FENY Fidelity MSCI Energy Index ETF | 2.39% | 3.18% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% |
FIUIX Fidelity Telecom and Utilities Fund | 3.15% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
Frequently Asked Questions
FENY and FIUIX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FENY has higher volatility (6.24%) compared to FIUIX (3.58%). In terms of maximum drawdown, FENY dropped -74.35% vs FIUIX's -66.48%.
FENY currently has the higher Sharpe Ratio (2.01 vs -0.22), 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.
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