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