FSUTX vs. FENY
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Fidelity MSCI Energy Index ETF (FENY).
FSUTX is managed by Fidelity. It was launched on Dec 9, 1981. FENY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Energy Index. It was launched on Oct 21, 2013.
Performance
FSUTX vs. FENY - Performance Comparison
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FSUTX vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 6.77% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
FENY Fidelity MSCI Energy Index ETF | 38.13% | 7.27% | 6.62% | -0.04% | 62.94% | 55.62% | -33.15% | 9.11% | -19.99% | -2.30% |
Returns By Period
In the year-to-date period, FSUTX achieves a 6.77% return, which is significantly lower than FENY's 38.13% return. Over the past 10 years, FSUTX has outperformed FENY with an annualized return of 12.04%, while FENY has yielded a comparatively lower 11.01% annualized return.
FSUTX
- 1D
- -0.14%
- 1M
- -4.57%
- YTD
- 6.77%
- 6M
- 6.04%
- 1Y
- 21.04%
- 3Y*
- 17.73%
- 5Y*
- 13.73%
- 10Y*
- 12.04%
FENY
- 1D
- -1.13%
- 1M
- 10.37%
- YTD
- 38.13%
- 6M
- 39.46%
- 1Y
- 37.23%
- 3Y*
- 18.44%
- 5Y*
- 24.19%
- 10Y*
- 11.01%
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FSUTX vs. FENY - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than FENY's 0.08% expense ratio.
Return for Risk
FSUTX vs. FENY — Risk / Return Rank
FSUTX
FENY
FSUTX vs. FENY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) 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.
| FSUTX | FENY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.50 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.91 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.03 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.24 | 5.81 | +0.43 |
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
| FSUTX | FENY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.50 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.92 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.37 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.21 | +0.46 |
Correlation
The correlation between FSUTX and FENY is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FSUTX vs. FENY - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 6.19%, more than FENY's 2.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 6.19% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
FENY Fidelity MSCI Energy Index ETF | 2.31% | 3.18% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% |
Drawdowns
FSUTX vs. FENY - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -66.73%, smaller than the maximum FENY drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for FSUTX and FENY.
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Drawdown Indicators
| FSUTX | FENY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.73% | -74.35% | +7.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -19.11% | +9.90% |
Max Drawdown (5Y)Largest decline over 5 years | -20.15% | -26.64% | +6.49% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -69.07% | +31.46% |
Current DrawdownCurrent decline from peak | -4.57% | -2.21% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -23.35% | +12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 6.66% | -3.00% |
Volatility
FSUTX vs. FENY - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 6.05% compared to Fidelity MSCI Energy Index ETF (FENY) at 4.97%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than FENY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSUTX | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 4.97% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 13.84% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.24% | 25.03% | -8.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 26.56% | -9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 29.70% | -10.40% |