FSUTX vs. VUG
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Vanguard Growth ETF (VUG).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth 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 VUG.
Key characteristics
| FSUTX | VUG | |
|---|---|---|
| YTD Return | 29.89% | 31.24% |
| 1Y Return | 38.26% | 43.32% |
| 3Y Return (Ann) | 13.37% | 8.75% |
| 5Y Return (Ann) | 10.84% | 19.57% |
| 10Y Return (Ann) | 10.18% | 15.82% |
| Sharpe Ratio | 2.27 | 2.59 |
| Sortino Ratio | 3.13 | 3.34 |
| Omega Ratio | 1.39 | 1.47 |
| Calmar Ratio | 2.54 | 3.38 |
| Martin Ratio | 11.77 | 13.38 |
| Ulcer Index | 3.18% | 3.28% |
| Daily Std Dev | 16.45% | 16.91% |
| Max Drawdown | -65.05% | -50.68% |
| Current Drawdown | -3.53% | 0.00% |
Correlation
The correlation between FSUTX and VUG is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSUTX vs. VUG - Performance Comparison
The year-to-date returns for both investments are quite close, with FSUTX having a 29.89% return and VUG slightly higher at 31.24%. Over the past 10 years, FSUTX has underperformed VUG with an annualized return of 10.18%, while VUG has yielded a comparatively higher 15.82% 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. VUG - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FSUTX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 2.05%, more than VUG's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 2.05% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% | 4.14% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FSUTX vs. VUG - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FSUTX and VUG. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. VUG - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 5.75% compared to Vanguard Growth ETF (VUG) at 5.10%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.