FSUTX vs. FIUIX
FSUTX (Fidelity Select Utilities Portfolio) and FIUIX (Fidelity Telecom and Utilities Fund) are both Utilities Equities funds from Fidelity. Over the past 10 years, FSUTX returned 11.07%/yr vs 8.52%/yr for FIUIX. Their correlation of 0.93 means they have usually moved in the same direction. FSUTX charges 0.74%/yr vs 0.68%/yr for FIUIX.
Performance
FSUTX vs. FIUIX - Performance Comparison
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Returns By Period
In the year-to-date period, FSUTX achieves a 3.82% return, which is significantly higher than FIUIX's 2.07% return. Over the past 10 years, FSUTX has outperformed FIUIX with an annualized return of 11.07%, while FIUIX has yielded a comparatively lower 8.52% annualized return.
FSUTX
- 1D
- 0.42%
- 1M
- -3.36%
- 6M
- 2.62%
- YTD
- 3.82%
- 1Y
- 6.31%
- 3Y*
- 15.69%
- 5Y*
- 12.66%
- 10Y*
- 11.07%
- ALL TIME*
- 11.18%
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%
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 |
FSUTX vs. FIUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 3.82% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
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% |
Correlation
The correlation between FSUTX and FIUIX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 1987 | 0.93 |
The correlation between FSUTX and FIUIX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
FSUTX vs. FIUIX — Risk / Return Rank
FSUTX
FIUIX
FSUTX vs. FIUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Fidelity Telecom and Utilities Fund (FIUIX). 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.
| FSUTX | FIUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.97 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | -0.31 | +1.02 |
| Martin ratioReturn relative to average drawdown | 1.45 | -0.69 | +2.15 |
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Drawdowns
FSUTX vs. FIUIX - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -66.73%, roughly equal to the maximum FIUIX drawdown of -66.48%. Use the drawdown chart below to compare losses from any high point for FSUTX and FIUIX.
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Drawdown Indicators
| FSUTX | FIUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.73% | -66.48% | -0.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -13.84% | +4.63% |
Max Drawdown (3Y)Largest decline over 3 years | -13.02% | -13.84% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -20.15% | -16.64% | -3.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -33.51% | -4.10% |
Current DrawdownCurrent decline from peak | -7.21% | -10.16% | +2.95% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -11.73% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 6.20% | -1.72% |
Volatility
FSUTX vs. FIUIX - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 4.61% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 4.06%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSUTX | FIUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 4.06% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 11.48% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 15.76% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 15.97% | +1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 17.19% | +2.24% |
FSUTX vs. FIUIX - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than FIUIX's 0.68% expense ratio.
Dividends
FSUTX vs. FIUIX - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 5.08%, more than FIUIX's 3.17% 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% |
FSUTX Fidelity Select Utilities Portfolio | 5.08% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
Frequently Asked Questions
With a correlation of 0.94, FSUTX and FIUIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FSUTX has higher volatility (4.61%) compared to FIUIX (4.06%). In terms of maximum drawdown, FSUTX dropped -66.73% vs FIUIX's -66.48%.
FSUTX currently has the higher Sharpe Ratio (0.39 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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