FUTY vs. FSUTX
Compare and contrast key facts about Fidelity MSCI Utilities Index ETF (FUTY) and Fidelity Select Utilities Portfolio (FSUTX).
FUTY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Utilities Index. It was launched on Oct 21, 2013. FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUTY or FSUTX.
Key characteristics
| FUTY | FSUTX | |
|---|---|---|
| YTD Return | 26.82% | 31.62% |
| 1Y Return | 36.75% | 42.53% |
| 3Y Return (Ann) | 8.60% | 13.52% |
| 5Y Return (Ann) | 7.57% | 10.89% |
| 10Y Return (Ann) | 9.15% | 10.68% |
| Sharpe Ratio | 2.21 | 2.50 |
| Sortino Ratio | 3.08 | 3.42 |
| Omega Ratio | 1.39 | 1.43 |
| Calmar Ratio | 1.67 | 2.81 |
| Martin Ratio | 11.26 | 12.98 |
| Ulcer Index | 3.13% | 3.18% |
| Daily Std Dev | 15.90% | 16.50% |
| Max Drawdown | -36.44% | -65.05% |
| Current Drawdown | -4.19% | -2.24% |
Correlation
The correlation between FUTY and FSUTX is 0.95, 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
FUTY vs. FSUTX - Performance Comparison
In the year-to-date period, FUTY achieves a 26.82% return, which is significantly lower than FSUTX's 31.62% return. Over the past 10 years, FUTY has underperformed FSUTX with an annualized return of 9.15%, while FSUTX has yielded a comparatively higher 10.68% 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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FUTY vs. FSUTX - Expense Ratio Comparison
FUTY has a 0.08% expense ratio, which is lower than FSUTX's 0.74% expense ratio.
Risk-Adjusted Performance
FUTY vs. FSUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Utilities Index ETF (FUTY) and Fidelity Select Utilities Portfolio (FSUTX). 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
FUTY vs. FSUTX - Dividend Comparison
FUTY's dividend yield for the trailing twelve months is around 2.76%, more than FSUTX's 2.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUTY Fidelity MSCI Utilities Index ETF | 2.76% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% | 3.04% | 0.86% |
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% |
Drawdowns
FUTY vs. FSUTX - Drawdown Comparison
The maximum FUTY drawdown since its inception was -36.44%, smaller than the maximum FSUTX drawdown of -65.05%. Use the drawdown chart below to compare losses from any high point for FUTY and FSUTX. For additional features, visit the drawdowns tool.
Volatility
FUTY vs. FSUTX - Volatility Comparison
The current volatility for Fidelity MSCI Utilities Index ETF (FUTY) is 5.39%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 5.90%. This indicates that FUTY experiences smaller price fluctuations and is considered to be less risky than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.