FIUIX vs. FXAIX
FIUIX (Fidelity Telecom and Utilities Fund) and FXAIX (Fidelity 500 Index Fund) are both mutual funds - FIUIX is a Utilities Equities fund managed by Fidelity, while FXAIX is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, FIUIX returned 8.52%/yr vs 15.00%/yr for FXAIX. Their 0.60 correlation means they have sometimes moved together and sometimes differently. FIUIX charges 0.68%/yr vs 0.02%/yr for FXAIX.
Performance
FIUIX vs. FXAIX - Performance Comparison
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Returns By Period
In the year-to-date period, FIUIX achieves a 2.07% return, which is significantly lower than FXAIX's 9.35% return. Over the past 10 years, FIUIX has underperformed FXAIX with an annualized return of 8.52%, while FXAIX has yielded a comparatively higher 15.00% annualized return.
FIUIX
- 1D
- 0.06%
- 1M
- -2.57%
- 6M
- 0.23%
- YTD
- 2.07%
- 1Y
- -4.20%
- 3Y*
- 13.56%
- 5Y*
- 9.54%
- 10Y*
- 8.52%
- ALL TIME*
- 9.02%
FXAIX
- 1D
- 1.66%
- 1M
- -0.56%
- 6M
- 7.79%
- YTD
- 9.35%
- 1Y
- 20.63%
- 3Y*
- 19.03%
- 5Y*
- 12.68%
- 10Y*
- 15.00%
- ALL TIME*
- 13.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIUIX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 2.07% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
FXAIX Fidelity 500 Index Fund | 9.35% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Correlation
The correlation between FIUIX and FXAIX is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.47 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 4, 2011 | 0.60 |
Over the past year, the correlation between FIUIX and FXAIX has dropped to 0.32 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
FIUIX vs. FXAIX — Risk / Return Rank
FIUIX
FXAIX
FIUIX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.26 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.26 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 2.06 | -2.38 |
| Martin ratioReturn relative to average drawdown | -0.69 | 8.86 | -9.56 |
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Drawdowns
FIUIX vs. FXAIX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIUIX and FXAIX.
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Drawdown Indicators
| FIUIX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -33.79% | -32.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -8.89% | -4.95% |
Max Drawdown (3Y)Largest decline over 3 years | -13.84% | -18.76% | +4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -24.50% | +7.86% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | -33.79% | +0.28% |
Current DrawdownCurrent decline from peak | -10.16% | -2.11% | -8.05% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -3.77% | -7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 2.07% | +4.13% |
Volatility
FIUIX vs. FXAIX - Volatility Comparison
Fidelity Telecom and Utilities Fund (FIUIX) has a higher volatility of 4.06% compared to Fidelity 500 Index Fund (FXAIX) at 3.44%. This indicates that FIUIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 3.44% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 10.09% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 12.86% | +2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 17.03% | -1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 18.07% | -0.88% |
FIUIX vs. FXAIX - Expense Ratio Comparison
FIUIX has a 0.68% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Dividends
FIUIX vs. FXAIX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.17%, more than FXAIX's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.17% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
FXAIX Fidelity 500 Index Fund | 1.07% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Frequently Asked Questions
FIUIX and FXAIX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIUIX has higher volatility (4.06%) compared to FXAIX (3.44%). In terms of maximum drawdown, FIUIX dropped -66.48% vs FXAIX's -33.79%.
FXAIX currently has the higher Sharpe Ratio (1.43 vs -0.27), 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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