TOLZ vs. FUTY
Compare and contrast key facts about ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and Fidelity MSCI Utilities Index ETF (FUTY).
TOLZ and FUTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TOLZ is a passively managed fund by ProShares that tracks the performance of the Dow Jones Brookfield Global Infrastructure Composite Index. It was launched on Mar 25, 2014. 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. Both TOLZ and FUTY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TOLZ or FUTY.
Correlation
The correlation between TOLZ and FUTY is 0.41, 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.
Performance
TOLZ vs. FUTY - Performance Comparison
Key characteristics
TOLZ:
1.63
FUTY:
1.28
TOLZ:
2.19
FUTY:
1.76
TOLZ:
1.32
FUTY:
1.23
TOLZ:
2.67
FUTY:
2.13
TOLZ:
7.85
FUTY:
5.37
TOLZ:
3.00%
FUTY:
4.03%
TOLZ:
14.48%
FUTY:
16.96%
TOLZ:
-39.33%
FUTY:
-36.44%
TOLZ:
-0.28%
FUTY:
-3.98%
Returns By Period
In the year-to-date period, TOLZ achieves a 9.49% return, which is significantly higher than FUTY's 4.36% return. Over the past 10 years, TOLZ has underperformed FUTY with an annualized return of 5.26%, while FUTY has yielded a comparatively higher 9.09% annualized return.
TOLZ
9.49%
2.49%
7.84%
23.56%
10.63%
5.26%
FUTY
4.36%
1.02%
-0.55%
20.57%
9.33%
9.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TOLZ vs. FUTY - Expense Ratio Comparison
TOLZ has a 0.46% expense ratio, which is higher than FUTY's 0.08% expense ratio.
Risk-Adjusted Performance
TOLZ vs. FUTY — Risk-Adjusted Performance Rank
TOLZ
FUTY
TOLZ vs. FUTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) 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.
Dividends
TOLZ vs. FUTY - Dividend Comparison
TOLZ's dividend yield for the trailing twelve months is around 3.28%, more than FUTY's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 3.28% | 3.53% | 3.34% | 3.00% | 3.28% | 3.17% | 2.96% | 3.63% | 3.30% | 2.96% | 4.52% | 2.03% |
FUTY Fidelity MSCI Utilities Index ETF | 2.84% | 2.96% | 3.31% | 2.72% | 2.70% | 3.07% | 2.82% | 3.11% | 3.03% | 3.35% | 4.33% | 3.04% |
Drawdowns
TOLZ vs. FUTY - Drawdown Comparison
The maximum TOLZ drawdown since its inception was -39.33%, which is greater than FUTY's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for TOLZ and FUTY. For additional features, visit the drawdowns tool.
Volatility
TOLZ vs. FUTY - Volatility Comparison
ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and Fidelity MSCI Utilities Index ETF (FUTY) have volatilities of 8.95% and 8.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.