Correlation
The correlation between FUGCX and XLU is 0.50, 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.
FUGCX vs. XLU
Compare and contrast key facts about Fidelity Advisor Utilities Fund Class C (FUGCX) and Utilities Select Sector SPDR Fund (XLU).
FUGCX is managed by Fidelity. It was launched on Nov 3, 1997. 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: FUGCX or XLU.
Performance
FUGCX vs. XLU - Performance Comparison
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Key characteristics
FUGCX:
0.69
XLU:
1.05
FUGCX:
1.02
XLU:
1.48
FUGCX:
1.13
XLU:
1.19
FUGCX:
0.99
XLU:
1.73
FUGCX:
2.44
XLU:
4.43
FUGCX:
5.00%
XLU:
4.11%
FUGCX:
17.52%
XLU:
17.36%
FUGCX:
-71.25%
XLU:
-52.27%
FUGCX:
-4.06%
XLU:
-1.03%
Returns By Period
In the year-to-date period, FUGCX achieves a 3.84% return, which is significantly lower than XLU's 9.00% return. Over the past 10 years, FUGCX has underperformed XLU with an annualized return of 9.27%, while XLU has yielded a comparatively higher 9.95% annualized return.
FUGCX
3.84%
1.82%
-4.06%
11.96%
8.57%
11.56%
9.27%
XLU
9.00%
3.83%
0.31%
18.14%
6.58%
9.92%
9.95%
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FUGCX vs. XLU - Expense Ratio Comparison
FUGCX has a 1.78% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
FUGCX vs. XLU — Risk-Adjusted Performance Rank
FUGCX
XLU
FUGCX vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Utilities Fund Class C (FUGCX) 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.
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Dividends
FUGCX vs. XLU - Dividend Comparison
FUGCX's dividend yield for the trailing twelve months is around 4.73%, more than XLU's 2.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUGCX Fidelity Advisor Utilities Fund Class C | 4.73% | 4.87% | 2.57% | 3.94% | 1.94% | 1.28% | 1.22% | 11.07% | 2.98% | 1.16% | 3.89% | 6.54% |
XLU Utilities Select Sector SPDR Fund | 2.78% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% |
Drawdowns
FUGCX vs. XLU - Drawdown Comparison
The maximum FUGCX drawdown since its inception was -71.25%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for FUGCX and XLU.
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Volatility
FUGCX vs. XLU - Volatility Comparison
The current volatility for Fidelity Advisor Utilities Fund Class C (FUGCX) is 4.12%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 4.66%. This indicates that FUGCX experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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