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FSUTX vs. OAIM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

FSUTX vs. OAIM

Last updated Jun 13, 2026

FSUTX (Fidelity Select Utilities Portfolio) and OAIM (OneAscent International Equity ETF) are both funds - FSUTX is a Utilities Equities fund actively managed by Fidelity, while OAIM is a Foreign Large Cap Equities fund actively managed by Oneascent. Both are actively managed. Over the past 3 years, FSUTX returned 16.47%/yr vs 17.52%/yr for OAIM. At a 0.39 correlation, their price movements are largely independent. FSUTX charges 0.74%/yr vs 0.95%/yr for OAIM.

Performance

FSUTX vs. OAIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Utilities Portfolio (FSUTX) and OneAscent International Equity ETF (OAIM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FSUTX achieves a 3.35% return, which is significantly lower than OAIM's 14.17% return.

FSUTX

1D
0.51%
1M
-3.70%
YTD
3.35%
6M
3.29%
1Y
13.21%
3Y*
16.47%
5Y*
12.32%
10Y*
11.35%

OAIM

1D
0.17%
1M
0.42%
YTD
14.17%
6M
16.25%
1Y
27.74%
3Y*
17.52%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSUTX vs. OAIM - Yearly Performance Comparison

2026 (YTD)2025202420232022
FSUTX
Fidelity Select Utilities Portfolio		3.35%16.19%28.76%-1.12%-3.03%
OAIM
OneAscent International Equity ETF		14.17%30.12%8.18%16.96%7.50%

Correlation

The correlation between FSUTX and OAIM is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Sep 16, 2022

0.39

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Fidelity Select Utilities Portfolio

OneAscent International Equity ETF

Often compared with FSUTX:
FSUTX vs. FUTYFSUTX vs. FIUIXFSUTX vs. VPUFSUTX vs. XLUFSUTX vs. FDFAXFSUTX vs. RCTIXFSUTX vs. VUG
Often compared with OAIM:
OAIM vs. FICSOAIM vs. OAEMOAIM vs. OALCOAIM vs. DWMFOAIM vs. GRNYOAIM vs. OACPOAIM vs. FDEV

Return for Risk

FSUTX vs. OAIM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSUTX
FSUTX Risk / Return Rank: 1818
Overall Rank
FSUTX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
FSUTX Sortino Ratio Rank: 1515
Sortino Ratio Rank
FSUTX Omega Ratio Rank: 1515
Omega Ratio Rank
FSUTX Calmar Ratio Rank: 2727
Calmar Ratio Rank
FSUTX Martin Ratio Rank: 1616
Martin Ratio Rank
OAIM
OAIM Risk / Return Rank: 5454
Overall Rank
OAIM Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
OAIM Sortino Ratio Rank: 5050
Sortino Ratio Rank
OAIM Omega Ratio Rank: 5555
Omega Ratio Rank
OAIM Calmar Ratio Rank: 5454
Calmar Ratio Rank
OAIM Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSUTX vs. OAIM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and OneAscent International Equity ETF (OAIM). 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.

FSUTXOAIMDifference
Sharpe ratioReturn per unit of total volatility
0.86
1.59

-0.73

Sortino ratioReturn per unit of downside risk
1.24
2.22

-0.97

Omega ratioGain probability vs. loss probability

1.15

1.30

-0.15

Calmar ratioReturn relative to maximum drawdown

1.52

2.42

-0.89

Martin ratioReturn relative to average drawdown

3.41

9.03

-5.62

FSUTX vs. OAIM - Sharpe Ratio Comparison

The current FSUTX Sharpe Ratio is 0.86, which is lower than the OAIM Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of FSUTX and OAIM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

FSUTX vs. OAIM - Drawdown Comparison

The maximum FSUTX drawdown since its inception was -66.73%, which is greater than OAIM's maximum drawdown of -14.69%. Use the drawdown chart below to compare losses from any high point for FSUTX and OAIM.

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Drawdown Indicators

FSUTXOAIMDifference

Max Drawdown

Largest peak-to-trough decline

-66.73%

-14.69%

-52.04%

Max Drawdown (1Y)

Largest decline over 1 year

-9.21%

-10.88%

+1.67%

Max Drawdown (3Y)

Largest decline over 3 years

-15.20%

-14.69%

-0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-20.15%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-37.61%

—

—

Current Drawdown

Current decline from peak

-7.63%

-0.79%

-6.84%

Average Drawdown

Average peak-to-trough decline

-11.25%

-2.80%

-8.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.11%

2.93%

+1.18%

Volatility

FSUTX vs. OAIM - Volatility Comparison

The current volatility for Fidelity Select Utilities Portfolio (FSUTX) is 5.96%, while OneAscent International Equity ETF (OAIM) has a volatility of 7.43%. This indicates that FSUTX experiences smaller price fluctuations and is considered to be less risky than OAIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FSUTXOAIMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.96%

7.43%

-1.47%

Volatility (6M)

Calculated over the trailing 6-month period

13.09%

14.50%

-1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

16.35%

16.55%

-0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.42%

17.07%

+0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.40%

17.07%

+2.33%

FSUTX vs. OAIM - Expense Ratio Comparison

FSUTX has a 0.74% expense ratio, which is lower than OAIM's 0.95% expense ratio.

Dividends

FSUTX vs. OAIM - Dividend Comparison

FSUTX's dividend yield for the trailing twelve months is around 5.08%, more than OAIM's 0.86% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
OAIM
OneAscent International Equity ETF		0.86%0.98%2.40%1.94%0.60%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

FSUTX and OAIM have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OAIM has higher volatility (7.43%) compared to FSUTX (5.96%). In terms of maximum drawdown, FSUTX dropped -66.73% vs OAIM's -14.69%.

OAIM currently has the higher Sharpe Ratio (1.59 vs 0.86), 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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