FSUTX vs. VPU
FSUTX (Fidelity Select Utilities Portfolio) and VPU (Vanguard Utilities ETF) are both Utilities Equities funds. FSUTX is actively managed, while VPU is passively managed. Over the past 10 years, FSUTX returned 11.07%/yr vs 8.75%/yr for VPU. Their correlation of 0.94 means they have usually moved in the same direction. FSUTX charges 0.74%/yr vs 0.09%/yr for VPU.
Performance
FSUTX vs. VPU - Performance Comparison
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Returns By Period
In the year-to-date period, FSUTX achieves a 3.82% return, which is significantly lower than VPU's 4.72% return. Over the past 10 years, FSUTX has outperformed VPU with an annualized return of 11.07%, while VPU has yielded a comparatively lower 8.75% 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%
VPU
- 1D
- -0.71%
- 1M
- -3.20%
- 6M
- 3.07%
- YTD
- 4.72%
- 1Y
- 6.03%
- 3Y*
- 13.39%
- 5Y*
- 9.10%
- 10Y*
- 8.75%
- ALL TIME*
- 9.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $43.24M | $41.48M | $43.21M |
FSUTX vs. VPU - 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% |
VPU Vanguard Utilities ETF | 4.72% | 16.46% | 23.04% | -7.45% | 1.06% | 17.40% | -0.74% | 24.89% | 4.38% | 12.44% |
Correlation
The correlation between FSUTX and VPU is 0.93, 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. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | 0.94 |
The correlation between FSUTX and VPU has been stable across timeframes, ranging from 0.93 to 0.97 - a consistent structural relationship.
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Return for Risk
FSUTX vs. VPU — Risk / Return Rank
FSUTX
VPU
FSUTX vs. VPU - Risk-Adjusted Trends 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.
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 | VPU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.68 | +0.02 |
| Martin ratioReturn relative to average drawdown | 1.45 | 1.40 | +0.05 |
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Drawdowns
FSUTX vs. VPU - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -66.73%, 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.
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Drawdown Indicators
| FSUTX | VPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.73% | -46.31% | -20.42% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -8.90% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -13.02% | -12.95% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -20.15% | -25.15% | +5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -36.42% | -1.19% |
Current DrawdownCurrent decline from peak | -7.21% | -5.88% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -7.76% | -3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 4.33% | +0.15% |
Volatility
FSUTX vs. VPU - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) and Vanguard Utilities ETF (VPU) have volatilities of 4.61% and 4.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSUTX | VPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 4.41% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 11.79% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 14.72% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 17.05% | +0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 19.16% | +0.27% |
FSUTX vs. VPU - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than VPU's 0.09% expense ratio.
Dividends
FSUTX vs. VPU - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 5.08%, more than VPU's 2.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VPU Vanguard Utilities ETF | 2.70% | 2.73% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% |
Frequently Asked Questions
With a correlation of 0.93, FSUTX and VPU 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 VPU (4.41%). In terms of maximum drawdown, FSUTX dropped -66.73% vs VPU's -46.31%.
VPU currently has the higher Sharpe Ratio (0.41 vs 0.39), 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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