FIUIX vs. FENY
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity MSCI Energy Index ETF (FENY).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. FENY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Energy Index. It was launched on Oct 21, 2013.
Performance
FIUIX vs. FENY - Performance Comparison
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FIUIX vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 8.42% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
FENY Fidelity MSCI Energy Index ETF | 33.17% | 7.27% | 6.62% | -0.04% | 62.94% | 55.62% | -33.15% | 9.11% | -19.99% | -2.30% |
Returns By Period
In the year-to-date period, FIUIX achieves a 8.42% return, which is significantly lower than FENY's 33.17% return. Over the past 10 years, FIUIX has underperformed FENY with an annualized return of 9.99%, while FENY has yielded a comparatively higher 10.61% annualized return.
FIUIX
- 1D
- 0.53%
- 1M
- -2.88%
- YTD
- 8.42%
- 6M
- -1.19%
- 1Y
- 6.94%
- 3Y*
- 15.71%
- 5Y*
- 11.07%
- 10Y*
- 9.99%
FENY
- 1D
- -3.59%
- 1M
- 4.29%
- YTD
- 33.17%
- 6M
- 34.14%
- 1Y
- 31.58%
- 3Y*
- 17.00%
- 5Y*
- 23.29%
- 10Y*
- 10.61%
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FIUIX vs. FENY - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is higher than FENY's 0.08% expense ratio.
Return for Risk
FIUIX vs. FENY — Risk / Return Rank
FIUIX
FENY
FIUIX vs. FENY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity MSCI Energy Index ETF (FENY). 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.
| FIUIX | FENY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.25 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.65 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.25 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.69 | -1.07 |
Martin ratioReturn relative to average drawdown | 1.71 | 4.85 | -3.13 |
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
| FIUIX | FENY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.25 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.88 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.36 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.20 | +0.37 |
Correlation
The correlation between FIUIX and FENY is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIUIX vs. FENY - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.26%, more than FENY's 2.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.26% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
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% |
Drawdowns
FIUIX vs. FENY - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, smaller than the maximum FENY drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for FIUIX and FENY.
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Drawdown Indicators
| FIUIX | FENY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -74.35% | +7.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -19.11% | +5.27% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -26.64% | +10.00% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | -69.07% | +35.56% |
Current DrawdownCurrent decline from peak | -4.58% | -5.72% | +1.14% |
Average DrawdownAverage peak-to-trough decline | -11.78% | -23.34% | +11.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 6.67% | -1.70% |
Volatility
FIUIX vs. FENY - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 5.00%, while Fidelity MSCI Energy Index ETF (FENY) has a volatility of 6.28%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than FENY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 6.28% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 14.33% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 25.29% | -8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 26.59% | -10.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 29.72% | -12.66% |