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. It was launched on Dec 9, 1981.
Performance
FUTY vs. FSUTX - Performance Comparison
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FUTY vs. FSUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUTY Fidelity MSCI Utilities Index ETF | 8.19% | 16.40% | 23.20% | -7.46% | 1.12% | 17.53% | -0.80% | 24.89% | 4.36% | 12.52% |
FSUTX Fidelity Select Utilities Portfolio | 7.24% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
Returns By Period
In the year-to-date period, FUTY achieves a 8.19% return, which is significantly higher than FSUTX's 7.24% return. Over the past 10 years, FUTY has underperformed FSUTX with an annualized return of 9.67%, while FSUTX has yielded a comparatively higher 12.09% annualized return.
FUTY
- 1D
- 0.49%
- 1M
- -2.11%
- YTD
- 8.19%
- 6M
- 5.65%
- 1Y
- 19.31%
- 3Y*
- 13.99%
- 5Y*
- 10.62%
- 10Y*
- 9.67%
FSUTX
- 1D
- 0.44%
- 1M
- -3.47%
- YTD
- 7.24%
- 6M
- 5.20%
- 1Y
- 21.16%
- 3Y*
- 17.90%
- 5Y*
- 13.85%
- 10Y*
- 12.09%
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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.
Return for Risk
FUTY vs. FSUTX — Risk / Return Rank
FUTY
FSUTX
FUTY vs. FSUTX - Risk-Adjusted Trends 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.
| FUTY | FSUTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.34 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.84 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.47 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.24 | 6.19 | -0.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FUTY | FSUTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.34 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.81 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.63 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.68 | -0.10 |
Correlation
The correlation between FUTY and FSUTX is 0.96, 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.
Dividends
FUTY vs. FSUTX - Dividend Comparison
FUTY's dividend yield for the trailing twelve months is around 2.49%, less than FSUTX's 6.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUTY Fidelity MSCI Utilities Index ETF | 2.49% | 2.67% | 2.96% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% |
FSUTX Fidelity Select Utilities Portfolio | 6.16% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
Drawdowns
FUTY vs. FSUTX - Drawdown Comparison
The maximum FUTY drawdown since its inception was -36.44%, smaller than the maximum FSUTX drawdown of -66.73%. Use the drawdown chart below to compare losses from any high point for FUTY and FSUTX.
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Drawdown Indicators
| FUTY | FSUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.44% | -66.73% | +30.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -9.21% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -25.11% | -20.15% | -4.96% |
Max Drawdown (10Y)Largest decline over 10 years | -36.44% | -37.61% | +1.17% |
Current DrawdownCurrent decline from peak | -2.76% | -4.15% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -6.06% | -11.29% | +5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 3.67% | +0.08% |
Volatility
FUTY vs. FSUTX - Volatility Comparison
The current volatility for Fidelity MSCI Utilities Index ETF (FUTY) is 5.03%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 6.06%. 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.
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Volatility by Period
| FUTY | FSUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 6.06% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.15% | 12.18% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 16.21% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 17.20% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 19.30% | -0.31% |