FUTY vs BSVO
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
FUTY vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FUTY
$2.30B
BSVO
$2.30B
Expense Ratio
Winner
FUTY
0.08%
BSVO
0.45%
Max Drawdown
FUTY
37.07%
Winner
BSVO
29.80%
Sharpe Ratio
FUTY
0.81
Winner
BSVO
1.89
5Y Beta
Winner
FUTY
0.33
BSVO
0.95
P/E Ratio
Winner
FUTY
19.98
BSVO
114.78
Forward P/E
FUTY
18.40
Winner
BSVO
10.49
PEG Ratio
FUTY
0.52
BSVO
N/A
5Y Dividends CAGR
FUTY
3.97%
BSVO
N/A
5Y EPS CAGR
FUTY
12.91%
BSVO
N/A
Debt to Equity
Winner
FUTY
127.74%
BSVO
131.18%
P/S Ratio
FUTY
2.84
Winner
BSVO
0.63
P/B Ratio
FUTY
2.25
Winner
BSVO
1.20
FUTY vs BSVO - Holdings Comparison
FUTY and BSVO have 1 common holdings. Overlap is -0.01%
FUTY's top 25 holdings weight is 82.64%. BSVO's top 25 holdings weight is 16.11%.
| Rank | FUTY | BSVO |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.59% | VICTORIA'S SECRET & CO (VSXY) - 1.05% |
| #2 | SOUTHERN CO (SO) - 6.76% | n/a (SPHR) - 0.81% |
| #3 | DUKE ENERGY CORP (DUK) - 6.24% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.77% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.33% | VIASAT INC (VSAT) - 0.75% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.52% | SCORPIO TANKERS INC (STNG) - 0.74% |
| #6 | DOMINION ENERGY INC (D) - 3.88% | INTERNATIONAL SEAWAYS INC (INSW) - 0.73% |
| #7 | SEMPRA (SRE) - 3.82% | TUTOR PERINI CORP (TPC) - 0.70% |
| #8 | VISTRA CORP (VST) - 3.49% | HELMERICH & PAYNE INC (HP) - 0.69% |
| #9 | ENTERGY CORP (ETR) - 3.29% | BANKUNITED INC (BKU) - 0.68% |
| #10 | XCEL ENERGY INC (XEL) - 3.13% | PATTERSON-UTI ENERGY INC (PTEN) - 0.67% |
| #11 | EXELON CORP (EXC) - 3.02% | ENOVA INTERNATIONAL INC (ENVA) - 0.67% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% | BENCHMARK ELECTRONICS INC (BHE) - 0.66% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.56% | PHINIA INC (PHIN) - 0.65% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.38% | CALLAWAY GOLF CO (CALY) - 0.64% |
| #15 | PG&E CORP (PCG) - 2.35% | WESBANCO INC (WSBC) - 0.64% |
| #16 | DTE ENERGY CO (DTE) - 1.99% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.64% |
| #17 | AMEREN CORP (AEE) - 1.95% | DANA INC (DAN) - 0.64% |
| #18 | ATMOS ENERGY CORP (ATO) - 1.82% | RENASANT CORP (RNST) - 0.63% |
| #19 | CENTERPOINT ENERGY INC (CNP) - 1.80% | FIRST FINANCIAL BANCORP (FFBC) - 0.63% |
| #20 | EDISON INTERNATIONAL (EIX) - 1.77% | VISTEON CORP (VC) - 0.62% |
| #21 | NRG ENERGY INC (NRG) - 1.75% | n/a (BLX) - 0.43% |
| #22 | PPL CORP (PPL) - 1.72% | WORTHINGTON STEEL INC (WS) - 0.42% |
| #23 | EVERSOURCE ENERGY (ES) - 1.68% | COSTAMARE INC (CMRE) - 0.42% |
| #24 | FIRSTENERGY CORP (FE) - 1.64% | BANNER CORP (BANR) - 0.42% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.59% | HORACE MANN EDUCATORS CORP (HMN) - 0.41% |
| Total Holdings | 65 | 591 |
FUTY vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
FUTY
-0.04%
Winner
BSVO
+3.29%
3M
FUTY
+1.50%
Winner
BSVO
+14.35%
6M
FUTY
+6.91%
Winner
BSVO
+20.39%
1Y
FUTY
+14.07%
Winner
BSVO
+44.30%
5Y(CAGR)
FUTY
+10.40%
BSVO
N/A
10Y(CAGR)
FUTY
+9.30%
BSVO
N/A
Max(CAGR)
FUTY
+10.30%
Winner
BSVO
+17.82%
FUTY vs BSVO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | BSVO |
|---|---|---|
| 2026 | +5.62% | +21.83% |
| 2025 | +15.70% | +9.58% |
| 2024 | +21.56% | +4.97% |
| 2023 | -7.46% | +22.41% |
| 2022 | +2.07% | N/A |
| 2021 | +20.30% | N/A |
| 2020 | +0.69% | N/A |
| 2019 | +27.36% | N/A |
| 2018 | +5.26% | N/A |
| 2017 | +12.76% | N/A |
| 2016 | +17.86% | N/A |
| 2015 | -5.03% | N/A |
| 2014 | +28.91% | N/A |
| 2013 | -0.55% | N/A |
FUTY vs BSVO Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The current FUTY drawdown is -3.97%. The current BSVO drawdown is -1.55%.
| Rank | FUTY | BSVO |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -3.89% May 6, 2026 - Jun 2, 2026 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -3.41% Jun 12, 2026 - Jun 17, 2026 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -1.93% Dec 4, 2023 - Dec 8, 2023 |
Correlation
Correlation between FUTY and BSVO is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2013 - 2026)
FUTY vs BSVO dividend yield comparison.
| Year | FUTY | BSVO |
|---|---|---|
| 2026 | 1.35% | 0.00% |
| 2025 | 2.67% | 1.52% |
| 2024 | 2.96% | 1.61% |
| 2023 | 3.31% | 1.43% |
| 2022 | 2.72% | 0.00% |
| 2021 | 2.70% | 0.00% |
| 2020 | 3.07% | 0.00% |
| 2019 | 2.82% | 0.00% |
| 2018 | 3.11% | 0.00% |
| 2017 | 3.03% | 0.00% |
| 2016 | 3.35% | 0.00% |
| 2015 | 4.33% | 0.00% |
| 2014 | 3.04% | 0.00% |
| 2013 | 0.86% | 0.00% |
Select Stocks to Compare
Popular: FUTY vs SPYBSVO vs SPY
More Comparisons
Compare with similar stocks