VUIAX vs. FIUIX
VUIAX (Vanguard Utilities Index Fund Admiral Shares) and FIUIX (Fidelity Telecom and Utilities Fund) are both Utilities Equities funds. Over the past 10 years, VUIAX returned 8.74%/yr vs 8.52%/yr for FIUIX. Their correlation of 0.88 means they have usually moved in the same direction. VUIAX charges 0.10%/yr vs 0.68%/yr for FIUIX.
Performance
VUIAX vs. FIUIX - Performance Comparison
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Returns By Period
In the year-to-date period, VUIAX achieves a 5.50% return, which is significantly higher than FIUIX's 2.07% return. Both investments have delivered pretty close results over the past 10 years, with VUIAX having a 8.74% annualized return and FIUIX not far behind at 8.52%.
VUIAX
- 1D
- -0.43%
- 1M
- -2.55%
- 6M
- 3.82%
- YTD
- 5.50%
- 1Y
- 6.74%
- 3Y*
- 13.18%
- 5Y*
- 9.21%
- 10Y*
- 8.74%
- ALL TIME*
- 9.72%
FIUIX
- 1D
- 0.06%
- 1M
- -2.57%
- 6M
- 0.23%
- YTD
- 2.07%
- 1Y
- -4.20%
- 3Y*
- 13.56%
- 5Y*
- 9.54%
- 10Y*
- 8.52%
- ALL TIME*
- 9.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VUIAX vs. FIUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VUIAX Vanguard Utilities Index Fund Admiral Shares | 5.50% | 16.39% | 23.03% | -7.49% | 1.13% | 17.16% | -0.90% | 24.97% | 4.45% | 12.49% |
FIUIX Fidelity Telecom and Utilities Fund | 2.07% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
Correlation
The correlation between VUIAX and FIUIX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2004 | 0.88 |
The correlation between VUIAX and FIUIX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.
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Return for Risk
VUIAX vs. FIUIX — Risk / Return Rank
VUIAX
FIUIX
VUIAX vs. FIUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Fidelity Telecom and Utilities Fund (FIUIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VUIAX | FIUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.97 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | -0.31 | +1.16 |
| Martin ratioReturn relative to average drawdown | 1.75 | -0.69 | +2.44 |
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Drawdowns
VUIAX vs. FIUIX - Drawdown Comparison
The maximum VUIAX drawdown since its inception was -46.29%, smaller than the maximum FIUIX drawdown of -66.48%. Use the drawdown chart below to compare losses from any high point for VUIAX and FIUIX.
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Drawdown Indicators
| VUIAX | FIUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.29% | -66.48% | +20.19% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -13.84% | +4.97% |
Max Drawdown (3Y)Largest decline over 3 years | -13.03% | -13.84% | +0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.18% | -16.64% | -8.54% |
Max Drawdown (10Y)Largest decline over 10 years | -36.21% | -33.51% | -2.70% |
Current DrawdownCurrent decline from peak | -5.20% | -10.16% | +4.96% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -11.73% | +3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 6.20% | -1.91% |
Volatility
VUIAX vs. FIUIX - Volatility Comparison
Vanguard Utilities Index Fund Admiral Shares (VUIAX) has a higher volatility of 4.63% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 4.06%. This indicates that VUIAX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VUIAX | FIUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 4.06% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.85% | 11.48% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 15.76% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 15.97% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 17.19% | +2.03% |
VUIAX vs. FIUIX - Expense Ratio Comparison
VUIAX has a 0.10% expense ratio, which is lower than FIUIX's 0.68% expense ratio.
Dividends
VUIAX vs. FIUIX - Dividend Comparison
VUIAX's dividend yield for the trailing twelve months is around 2.68%, less than FIUIX's 3.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.17% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.68% | 2.73% | 3.01% | 3.49% | 2.98% | 2.56% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% |
Frequently Asked Questions
VUIAX and FIUIX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VUIAX has higher volatility (4.63%) compared to FIUIX (4.06%). In terms of maximum drawdown, VUIAX dropped -46.29% vs FIUIX's -66.48%.
VUIAX currently has the higher Sharpe Ratio (0.51 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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