FSUTX vs. XLU
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Utilities Select Sector SPDR Fund (XLU).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUTX or XLU.
Key characteristics
| FSUTX | XLU | |
|---|---|---|
| YTD Return | 32.94% | 28.29% |
| 1Y Return | 42.69% | 35.96% |
| 3Y Return (Ann) | 13.91% | 9.41% |
| 5Y Return (Ann) | 11.18% | 8.34% |
| 10Y Return (Ann) | 10.79% | 9.41% |
| Sharpe Ratio | 2.64 | 2.29 |
| Sortino Ratio | 3.57 | 3.16 |
| Omega Ratio | 1.45 | 1.40 |
| Calmar Ratio | 2.95 | 1.77 |
| Martin Ratio | 13.67 | 11.37 |
| Ulcer Index | 3.18% | 3.23% |
| Daily Std Dev | 16.49% | 16.03% |
| Max Drawdown | -65.05% | -52.27% |
| Current Drawdown | -1.27% | -3.42% |
Correlation
The correlation between FSUTX and XLU is 0.84, 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. XLU - Performance Comparison
In the year-to-date period, FSUTX achieves a 32.94% return, which is significantly higher than XLU's 28.29% return. Over the past 10 years, FSUTX has outperformed XLU with an annualized return of 10.79%, while XLU has yielded a comparatively lower 9.41% 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. XLU - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
FSUTX vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Utilities Select Sector SPDR Fund (XLU). 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. XLU - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 2.00%, less than XLU's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 2.00% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% | 4.14% |
XLU Utilities Select Sector SPDR Fund | 2.78% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% | 3.86% |
Drawdowns
FSUTX vs. XLU - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for FSUTX and XLU. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. XLU - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 6.00% compared to Utilities Select Sector SPDR Fund (XLU) at 5.66%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.