FIUIX vs. FENY
FIUIX (Fidelity Telecom and Utilities Fund) and FENY (Fidelity MSCI Energy Index ETF) are both funds - FIUIX is a Utilities Equities fund managed by Fidelity, while FENY is a Energy Equities fund tracking the MSCI USA IMI Energy 25/50 Index. Over the past 10 years, FIUIX returned 8.58%/yr vs 9.51%/yr for FENY. Their 0.37 correlation means their historical movements had little consistent relationship. FIUIX charges 0.68%/yr vs 0.08%/yr for FENY.
Performance
FIUIX vs. FENY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FIUIX achieves a 1.77% return, which is significantly lower than FENY's 33.41% return. Over the past 10 years, FIUIX has underperformed FENY with an annualized return of 8.58%, while FENY has yielded a comparatively higher 9.51% annualized return.
FIUIX
- 1D
- -0.30%
- 1M
- -2.86%
- 6M
- 0.96%
- YTD
- 1.77%
- 1Y
- -4.48%
- 3Y*
- 13.90%
- 5Y*
- 9.48%
- 10Y*
- 8.58%
- ALL TIME*
- 9.01%
FENY
- 1D
- -1.27%
- 1M
- 10.16%
- 6M
- 19.12%
- YTD
- 33.41%
- 1Y
- 42.08%
- 3Y*
- 14.32%
- 5Y*
- 23.89%
- 10Y*
- 9.51%
- ALL TIME*
- 5.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $46.38M | $43.19M | $52.93M | |
| $0.00 | $0.00 | $0.00 |
FIUIX vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 1.77% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
FENY Fidelity MSCI Energy Index ETF | 33.41% | 7.27% | 6.62% | -0.04% | 62.94% | 55.62% | -33.15% | 9.11% | -19.99% | -2.30% |
Correlation
The correlation between FIUIX and FENY 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. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
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 FIUIX and FENY has dropped to 0.09 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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
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.
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.
| FIUIX | FENY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.33 | ||
| Sortino ratioReturn per unit of downside risk | -2.91 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.33 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 2.83 | -3.17 |
| Martin ratioReturn relative to average drawdown | -0.77 | 7.61 | -8.38 |
Loading charts...
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.
Loading charts...
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% | -14.96% | +1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -13.84% | -21.47% | +7.63% |
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 | -10.43% | -5.56% | -4.87% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -22.94% | +11.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.23% | 5.54% | +0.69% |
Volatility
FIUIX vs. FENY - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 3.73%, while Fidelity MSCI Energy Index ETF (FENY) has a volatility of 6.23%. 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.
Loading charts...
Volatility by Period
| FIUIX | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 6.23% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 16.66% | -5.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 20.91% | -5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 26.20% | -10.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 29.78% | -12.59% |
FIUIX vs. FENY - Expense Ratio Comparison
FIUIX has a 0.68% expense ratio, which is higher than FENY's 0.08% expense ratio.
Dividends
FIUIX vs. FENY - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.18%, more than FENY's 2.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FENY Fidelity MSCI Energy Index ETF | 2.38% | 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 | 3.18% | 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
FIUIX and FENY 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 (6.23%) compared to FIUIX (3.73%). In terms of maximum drawdown, FIUIX dropped -66.48% vs FENY's -74.35%.
FENY currently has the higher Sharpe Ratio (2.03 vs -0.31), 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 FIUIX and FENY
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