FSUTX vs. VPU
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Vanguard Utilities ETF (VPU).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUTX or VPU.
Key characteristics
| FSUTX | VPU | |
|---|---|---|
| YTD Return | 31.42% | 26.51% |
| 1Y Return | 36.71% | 30.98% |
| 3Y Return (Ann) | 13.44% | 8.46% |
| 5Y Return (Ann) | 10.80% | 7.39% |
| 10Y Return (Ann) | 10.66% | 9.13% |
| Sharpe Ratio | 2.57 | 2.31 |
| Sortino Ratio | 3.50 | 3.20 |
| Omega Ratio | 1.44 | 1.40 |
| Calmar Ratio | 3.25 | 1.86 |
| Martin Ratio | 13.29 | 11.63 |
| Ulcer Index | 3.18% | 3.13% |
| Daily Std Dev | 16.47% | 15.78% |
| Max Drawdown | -65.05% | -46.31% |
| Current Drawdown | -2.40% | -4.38% |
Correlation
The correlation between FSUTX and VPU is 0.93, 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. VPU - Performance Comparison
In the year-to-date period, FSUTX achieves a 31.42% return, which is significantly higher than VPU's 26.51% return. Over the past 10 years, FSUTX has outperformed VPU with an annualized return of 10.66%, while VPU has yielded a comparatively lower 9.13% 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. VPU - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
FSUTX vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Vanguard Utilities ETF (VPU). 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. VPU - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 2.02%, less than VPU's 2.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 2.02% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% | 4.14% |
VPU Vanguard Utilities ETF | 2.93% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% | 3.76% |
Drawdowns
FSUTX vs. VPU - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for FSUTX and VPU. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. VPU - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 5.90% compared to Vanguard Utilities ETF (VPU) at 5.34%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.