FIUIX vs. SPY
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and SPDR S&P 500 ETF (SPY).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIUIX or SPY.
Key characteristics
| FIUIX | SPY | |
|---|---|---|
| YTD Return | 28.89% | 19.22% |
| 1Y Return | 35.04% | 28.25% |
| 3Y Return (Ann) | 13.55% | 9.99% |
| 5Y Return (Ann) | 9.28% | 15.19% |
| 10Y Return (Ann) | 9.19% | 12.84% |
| Sharpe Ratio | 2.31 | 2.25 |
| Daily Std Dev | 15.09% | 12.59% |
| Max Drawdown | -64.42% | -55.19% |
| Current Drawdown | -0.47% | -0.32% |
Correlation
The correlation between FIUIX and SPY is 0.70, 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.
Performance
FIUIX vs. SPY - Performance Comparison
In the year-to-date period, FIUIX achieves a 28.89% return, which is significantly higher than SPY's 19.22% return. Over the past 10 years, FIUIX has underperformed SPY with an annualized return of 9.19%, while SPY has yielded a comparatively higher 12.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIUIX vs. SPY - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FIUIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
FIUIX vs. SPY - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 5.56%, more than SPY's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 5.56% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 4.74% | 3.22% | 1.91% |
SPY SPDR S&P 500 ETF | 0.93% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
FIUIX vs. SPY - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -64.42%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FIUIX and SPY. For additional features, visit the drawdowns tool.
Volatility
FIUIX vs. SPY - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 2.63%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.94%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.