FSUTX vs. FUTY
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Fidelity MSCI Utilities Index ETF (FUTY).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981. FUTY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Utilities Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUTX or FUTY.
Key characteristics
| FSUTX | FUTY | |
|---|---|---|
| YTD Return | 25.84% | 25.84% |
| 1Y Return | 26.62% | 24.58% |
| 3Y Return (Ann) | 12.36% | 8.10% |
| 5Y Return (Ann) | 9.95% | 7.33% |
| 10Y Return (Ann) | 10.46% | 9.63% |
| Sharpe Ratio | 1.66 | 1.57 |
| Daily Std Dev | 17.14% | 16.88% |
| Max Drawdown | -65.05% | -36.44% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FSUTX and FUTY is 0.95, 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
FSUTX vs. FUTY - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with FSUTX at 25.84% and FUTY at 25.84%. Over the past 10 years, FSUTX has outperformed FUTY with an annualized return of 10.46%, while FUTY has yielded a comparatively lower 9.63% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSUTX vs. FUTY - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Risk-Adjusted Performance
FSUTX vs. FUTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Fidelity MSCI Utilities Index ETF (FUTY). 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
FSUTX vs. FUTY - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 4.72%, more than FUTY's 2.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 4.72% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.53% | 5.61% | 2.51% | 6.97% | 9.07% | 4.14% |
FUTY Fidelity MSCI Utilities Index ETF | 2.03% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% | 3.04% | 0.86% |
Drawdowns
FSUTX vs. FUTY - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, which is greater than FUTY's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for FSUTX and FUTY. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. FUTY - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 3.01% compared to Fidelity MSCI Utilities Index ETF (FUTY) at 2.54%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than FUTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.