FIUIX vs. FUTY
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity MSCI Utilities Index ETF (FUTY).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. 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
FIUIX vs. FUTY - Performance Comparison
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FIUIX vs. FUTY - 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% |
FUTY Fidelity MSCI Utilities Index ETF | 8.19% | 16.40% | 23.20% | -7.46% | 1.12% | 17.53% | -0.80% | 24.89% | 4.36% | 12.52% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FIUIX having a 8.42% return and FUTY slightly lower at 8.19%. Both investments have delivered pretty close results over the past 10 years, with FIUIX having a 9.99% annualized return and FUTY not far behind at 9.67%.
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%
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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FIUIX vs. FUTY - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Return for Risk
FIUIX vs. FUTY — Risk / Return Rank
FIUIX
FUTY
FIUIX vs. FUTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) 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.
| FIUIX | FUTY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.25 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.70 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 2.20 | -1.59 |
Martin ratioReturn relative to average drawdown | 1.71 | 5.24 | -3.53 |
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 | FUTY | 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 | 0.63 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.51 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.58 | -0.01 |
Correlation
The correlation between FIUIX and FUTY is 0.87, 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.
Dividends
FIUIX vs. FUTY - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.26%, more than FUTY's 2.49% 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% |
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
FIUIX vs. FUTY - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, which is greater than FUTY's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for FIUIX and FUTY.
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Drawdown Indicators
| FIUIX | FUTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -36.44% | -30.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -8.93% | -4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -25.11% | +8.47% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | -36.44% | +2.93% |
Current DrawdownCurrent decline from peak | -4.58% | -2.76% | -1.82% |
Average DrawdownAverage peak-to-trough decline | -11.78% | -6.06% | -5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 3.75% | +1.22% |
Volatility
FIUIX vs. FUTY - Volatility Comparison
Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity MSCI Utilities Index ETF (FUTY) have volatilities of 5.00% and 5.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | FUTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 5.03% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 10.15% | +2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 15.52% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 16.93% | -1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 18.99% | -1.93% |