CGGE vs FUTY
Comparison between CAPITAL GROUP GLOBAL EQUITY ETF SHARE CLASS (CGGE, ETF) and FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF).
CGGE vs FUTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGGE
$2.50B
FUTY
$2.50B
Expense Ratio
CGGE
0.47%
Winner
FUTY
0.08%
Max Drawdown
Winner
CGGE
14.44%
FUTY
37.07%
Sharpe Ratio
Winner
CGGE
1.05
FUTY
0.68
5Y Beta
CGGE
0.83
Winner
FUTY
0.33
P/E Ratio
CGGE
29.32
Winner
FUTY
20.21
Forward P/E
CGGE
23.19
Winner
FUTY
18.02
PEG Ratio
CGGE
0.57
Winner
FUTY
0.53
5Y Dividends CAGR
CGGE
N/A
FUTY
3.47%
5Y EPS CAGR
Winner
CGGE
24.82%
FUTY
12.96%
Debt to Equity
CGGE
N/A
FUTY
127.50%
P/S Ratio
Winner
CGGE
2.23
FUTY
2.86
P/B Ratio
CGGE
6.47
Winner
FUTY
2.27
CGGE vs FUTY - Holdings Comparison
CGGE and FUTY have 4 common holdings. Overlap is 1.99%
CGGE's top 25 holdings weight is 53.76%. FUTY's top 25 holdings weight is 82.58%.
| Rank | CGGE | FUTY |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 5.61% | NEXTERA ENERGY INC (NEE) - 11.57% |
| #2 | BROADCOM INC (AVGO) - 5.03% | SOUTHERN CO (SO) - 6.64% |
| #3 | n/a (TSM) - 3.73% | DUKE ENERGY CORP (DUK) - 6.23% |
| #4 | n/a (n/a) - 3.59% | CONSTELLATION ENERGY CORP (CEG) - 5.95% |
| #5 | MICROSOFT CORP (MSFT) - 3.42% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.48% |
| #6 | APPLE INC (AAPL) - 2.86% | SEMPRA (SRE) - 3.83% |
| #7 | ASML HOLDING NV (n/a) - 2.52% | DOMINION ENERGY INC (D) - 3.68% |
| #8 | JPMORGAN CHASE & CO (JPM) - 2.25% | VISTRA CORP (VST) - 3.57% |
| #9 | NVIDIA CORP (NVDA) - 2.13% | ENTERGY CORP (ETR) - 3.21% |
| #10 | AMAZON.COM INC (AMZN) - 2.01% | XCEL ENERGY INC (XEL) - 3.06% |
| #11 | GE AEROSPACE (GE) - 1.89% | EXELON CORP (EXC) - 2.98% |
| #12 | SK HYNIX INC (n/a) - 1.82% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.56% |
| #13 | ASTRAZENECA PLC (AZN) - 1.80% | CONSOLIDATED EDISON INC (ED) - 2.49% |
| #14 | GE VERNOVA INC (GEV) - 1.54% | WEC ENERGY GROUP INC (WEC) - 2.36% |
| #15 | SAFRAN SA (n/a) - 1.50% | PG&E CORP (PCG) - 2.31% |
| #16 | TOTALENERGIES SE (TTE) - 1.44% | AMEREN CORP (AEE) - 1.93% |
| #17 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.38% | DTE ENERGY CO (DTE) - 1.93% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.35% | ATMOS ENERGY CORP (ATO) - 1.84% |
| #19 | DBS GROUP HOLDINGS LTD (n/a) - 1.27% | NRG ENERGY INC (NRG) - 1.82% |
| #20 | ENGIE SA (n/a) - 1.23% | CENTERPOINT ENERGY INC (CNP) - 1.80% |
| #21 | RWE AG CLASS A (n/a) - 1.17% | EDISON INTERNATIONAL (EIX) - 1.76% |
| #22 | MASTERCARD INC CLASS A (MA) - 1.13% | PPL CORP (PPL) - 1.71% |
| #23 | SAP SE (n/a) - 1.04% | EVERSOURCE ENERGY (ES) - 1.68% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.03% | FIRSTENERGY CORP (FE) - 1.64% |
| #25 | UNICREDIT SPA (n/a) - 1.02% | AMERICAN WATER WORKS CO INC (AWK) - 1.55% |
| Total Holdings | 121 | 65 |
CGGE vs FUTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGGE
+1.11%
FUTY
-4.11%
3M
Winner
CGGE
+5.82%
FUTY
-4.39%
6M
Winner
CGGE
+7.53%
FUTY
+3.82%
1Y
Winner
CGGE
+19.06%
FUTY
+13.22%
5Y(CAGR)
CGGE
N/A
FUTY
+9.45%
10Y(CAGR)
CGGE
N/A
FUTY
+9.21%
Max(CAGR)
Winner
CGGE
+16.91%
FUTY
+10.16%
CGGE vs FUTY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | CGGE | FUTY |
|---|---|---|
| 2026 | +5.16% | +3.43% |
| 2025 | +24.46% | +15.70% |
| 2024 | +2.30% | +21.56% |
| 2023 | N/A | -7.46% |
| 2022 | N/A | +2.07% |
| 2021 | N/A | +20.30% |
| 2020 | N/A | +0.69% |
| 2019 | N/A | +27.36% |
| 2018 | N/A | +5.26% |
| 2017 | N/A | +12.76% |
| 2016 | N/A | +17.86% |
| 2015 | N/A | -5.03% |
| 2014 | N/A | +28.91% |
| 2013 | N/A | -0.55% |
CGGE vs FUTY Drawdown Comparison
The maximum drawdown for CGGE was -14.44%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The current CGGE drawdown is -3.20%. The current FUTY drawdown is -5.96%.
| Rank | CGGE | FUTY |
|---|---|---|
| #1 | -14.44% Feb 18, 2025 - May 12, 2025 | -36.38% Feb 18, 2020 - Aug 11, 2021 |
| #2 | -10.93% Feb 25, 2026 - Apr 17, 2026 | -25.09% Sep 12, 2022 - Aug 1, 2024 |
| #3 | -5.79% Jul 16, 2024 - Aug 19, 2024 | -15.98% Jan 29, 2015 - Mar 8, 2016 |
| #4 | -4.97% Oct 14, 2024 - Jan 24, 2025 | -15.24% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -4.64% Nov 12, 2025 - Dec 10, 2025 | -15.15% Nov 14, 2017 - Oct 9, 2018 |
| #6 | -4.04% Aug 30, 2024 - Sep 19, 2024 | -11.56% Jul 6, 2016 - Feb 28, 2017 |
| #7 | -3.25% Jan 27, 2026 - Feb 20, 2026 | -10.12% Nov 29, 2024 - May 16, 2025 |
| #8 | -3.20% Jun 2, 2026 - Jun 5, 2026 | -9.46% Dec 31, 2021 - Mar 24, 2022 |
| #9 | -2.97% Oct 6, 2025 - Oct 27, 2025 | -9.25% Jun 30, 2014 - Oct 24, 2014 |
| #10 | -2.76% Jul 25, 2025 - Aug 12, 2025 | -8.93% Oct 15, 2025 - Feb 13, 2026 |
| #11 | -2.45% Dec 11, 2025 - Dec 23, 2025 | -8.86% Dec 13, 2018 - Feb 21, 2019 |
| #12 | -2.35% Jan 12, 2026 - Jan 27, 2026 | -8.53% Sep 2, 2021 - Dec 13, 2021 |
| #13 | -2.29% May 6, 2026 - May 26, 2026 | -8.52% Feb 27, 2026 - Jun 1, 2026 |
| #14 | -2.18% Jun 12, 2025 - Jun 26, 2025 | -6.01% Oct 16, 2024 - Nov 26, 2024 |
| #15 | -2.14% Apr 17, 2026 - May 5, 2026 | -5.54% Sep 26, 2019 - Dec 31, 2019 |
Correlation
Correlation between CGGE and FUTY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
CGGE vs FUTY dividend yield comparison.
| Year | CGGE | FUTY |
|---|---|---|
| 2026 | 0.00% | 0.67% |
| 2025 | 0.40% | 2.67% |
| 2024 | 0.35% | 2.96% |
| 2023 | 0.00% | 3.31% |
| 2022 | 0.00% | 2.72% |
| 2021 | 0.00% | 2.70% |
| 2020 | 0.00% | 3.07% |
| 2019 | 0.00% | 2.82% |
| 2018 | 0.00% | 3.11% |
| 2017 | 0.00% | 3.03% |
| 2016 | 0.00% | 3.35% |
| 2015 | 0.00% | 4.33% |
| 2014 | 0.00% | 3.04% |
| 2013 | 0.00% | 0.86% |
Select Stocks to Compare
Popular: CGGE vs SPYFUTY vs SPY
More Comparisons
Compare with similar stocks