MMUFX vs. FUTY
Compare and contrast key facts about MFS Utilities Fund (MMUFX) and Fidelity MSCI Utilities Index ETF (FUTY).
MMUFX is managed by MFS. It was launched on Feb 13, 1992. 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.
Performance
MMUFX vs. FUTY - Performance Comparison
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MMUFX vs. FUTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MMUFX MFS Utilities Fund | 8.62% | 14.32% | 11.38% | -2.28% | 0.35% | 13.86% | 6.04% | 24.91% | 0.85% | 14.69% |
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% |
Returns By Period
The year-to-date returns for both stocks are quite close, with MMUFX having a 8.62% return and FUTY slightly lower at 8.19%. Both investments have delivered pretty close results over the past 10 years, with MMUFX having a 9.37% annualized return and FUTY not far ahead at 9.67%.
MMUFX
- 1D
- 0.15%
- 1M
- -3.21%
- YTD
- 8.62%
- 6M
- 8.05%
- 1Y
- 22.76%
- 3Y*
- 10.74%
- 5Y*
- 8.78%
- 10Y*
- 9.37%
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%
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MMUFX vs. FUTY - Expense Ratio Comparison
MMUFX has a 0.99% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Return for Risk
MMUFX vs. FUTY — Risk / Return Rank
MMUFX
FUTY
MMUFX vs. FUTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Utilities Fund (MMUFX) and Fidelity MSCI Utilities Index ETF (FUTY). 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.
| MMUFX | FUTY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.25 | +0.27 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.70 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.98 | 2.20 | +0.78 |
Martin ratioReturn relative to average drawdown | 8.03 | 5.24 | +2.78 |
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
| MMUFX | FUTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.25 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.63 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.51 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.58 | +0.06 |
Correlation
The correlation between MMUFX and FUTY is 0.85, 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
MMUFX vs. FUTY - Dividend Comparison
MMUFX's dividend yield for the trailing twelve months is around 3.52%, more than FUTY's 2.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMUFX MFS Utilities Fund | 3.52% | 3.83% | 3.72% | 5.82% | 8.68% | 5.61% | 5.80% | 6.85% | 4.29% | 2.67% | 3.72% | 9.09% |
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% |
Drawdowns
MMUFX vs. FUTY - Drawdown Comparison
The maximum MMUFX drawdown since its inception was -56.03%, which is greater than FUTY's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for MMUFX and FUTY.
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Drawdown Indicators
| MMUFX | FUTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.03% | -36.44% | -19.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -8.93% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -21.64% | -25.11% | +3.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.82% | -36.44% | +0.62% |
Current DrawdownCurrent decline from peak | -3.77% | -2.76% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -6.06% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 3.75% | -0.76% |
Volatility
MMUFX vs. FUTY - Volatility Comparison
MFS Utilities Fund (MMUFX) has a higher volatility of 5.34% compared to Fidelity MSCI Utilities Index ETF (FUTY) at 5.03%. This indicates that MMUFX's price experiences larger fluctuations and is considered to be riskier than FUTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MMUFX | FUTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 5.03% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 10.15% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 15.52% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.58% | 16.93% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 18.99% | -2.45% |