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.
Correlation
The correlation between FIUIX and SPY is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIUIX vs. SPY - Performance Comparison
Key characteristics
FIUIX:
2.44
SPY:
1.88
FIUIX:
3.22
SPY:
2.53
FIUIX:
1.41
SPY:
1.35
FIUIX:
3.00
SPY:
2.83
FIUIX:
9.67
SPY:
11.74
FIUIX:
3.63%
SPY:
2.02%
FIUIX:
14.38%
SPY:
12.64%
FIUIX:
-64.42%
SPY:
-55.19%
FIUIX:
-3.61%
SPY:
-0.42%
Returns By Period
In the year-to-date period, FIUIX achieves a 5.92% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, FIUIX has underperformed SPY with an annualized return of 6.29%, while SPY has yielded a comparatively higher 13.18% annualized return.
FIUIX
5.92%
2.68%
10.35%
33.65%
5.71%
6.29%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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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 Rank
FIUIX
SPY
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 1.98%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 1.98% | 2.09% | 2.23% | 1.92% | 2.29% | 2.27% | 2.70% | 2.48% | 2.10% | 2.72% | 4.74% | 3.22% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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
Fidelity Telecom and Utilities Fund (FIUIX) has a higher volatility of 3.89% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that FIUIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.