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FUTY vs EBND

Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and SPDR(R) BLOOMBERG EMERGING MARKETS LOCAL BOND ETF (EBND, ETF).

5-Year PerformanceFUTY has outperformed EBND, delivering a return of +9.9% compared to +0.7%

FUTY vs EBND - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FUTY
$2.30B
EBND
$2.30B
Expense Ratio
Winner
FUTY
0.08%
EBND
0.30%
Max Drawdown
Winner
FUTY
37.07%
EBND
44.78%
Sharpe Ratio
Winner
FUTY
0.48
EBND
0.08
5Y Beta
FUTY
0.32
Winner
EBND
0.20
P/E Ratio
FUTY
20.30
EBND
N/A
Forward P/E
FUTY
18.63
EBND
N/A
PEG Ratio
FUTY
0.53
EBND
N/A
5Y Dividends CAGR
FUTY
3.97%
Winner
EBND
4.87%
5Y EPS CAGR
FUTY
12.89%
EBND
N/A
Debt to Equity
FUTY
127.94%
EBND
N/A
P/S Ratio
FUTY
2.91
EBND
N/A
P/B Ratio
FUTY
2.31
EBND
N/A

FUTY vs EBND - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FUTY
+0.35%
EBND
+0.05%
3M
Winner
FUTY
+0.54%
EBND
-0.58%
6M
Winner
FUTY
+5.15%
EBND
-0.22%
1Y
Winner
FUTY
+9.99%
EBND
+3.77%
5Y(CAGR)
Winner
FUTY
+9.86%
EBND
+0.70%
10Y(CAGR)
Winner
FUTY
+8.89%
EBND
+1.40%
Max(CAGR)
Winner
FUTY
+10.19%
EBND
+0.99%

FUTY vs EBND - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearFUTYEBND
2026+5.17%+0.15%
2025+15.70%+15.52%
2024+21.56%-1.77%
2023-7.46%+9.43%
2022+2.07%-11.26%
2021+20.30%-9.86%
2020+0.69%+4.38%
2019+27.36%+10.07%
2018+5.26%-7.36%
2017+12.76%+15.23%
2016+17.86%+8.46%
2015-5.03%-12.96%
2014+28.91%-3.10%
2013-0.55%-5.97%
2012N/A+13.66%
2011N/A+0.07%

FUTY vs EBND Drawdown Comparison

The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.

The maximum drawdown for EBND was -29.51%, occurring on Oct 24, 2022. Recovery took 3212 trading sessions.

The current FUTY drawdown is -4.38%. The current EBND drawdown is -2.78%.

RankFUTYEBND
#1-36.38%
Feb 18, 2020 - Aug 11, 2021
-29.51%
May 8, 2013 - Feb 13, 2026
#2-25.09%
Sep 12, 2022 - Aug 1, 2024
-13.49%
Aug 31, 2011 - Oct 1, 2012
#3-15.98%
Jan 29, 2015 - Mar 8, 2016
-6.63%
Feb 25, 2026 - Mar 30, 2026
#4-15.24%
Apr 8, 2022 - Aug 12, 2022
-3.18%
Jul 29, 2011 - Aug 26, 2011
#5-15.15%
Nov 14, 2017 - Oct 9, 2018
-2.59%
Jun 3, 2011 - Jul 7, 2011
#6-11.56%
Jul 6, 2016 - Feb 28, 2017
-2.49%
May 2, 2011 - Jun 3, 2011
#7-10.12%
Nov 29, 2024 - May 16, 2025
-2.02%
Oct 17, 2012 - Dec 7, 2012
#8-9.46%
Dec 31, 2021 - Mar 24, 2022
-1.71%
Jan 18, 2013 - Feb 13, 2013
#9-9.25%
Jun 30, 2014 - Oct 24, 2014
-1.67%
Jul 7, 2011 - Jul 21, 2011
#10-8.93%
Oct 15, 2025 - Feb 13, 2026
-1.59%
Feb 19, 2013 - Apr 10, 2013
#11-8.86%
Dec 13, 2018 - Feb 21, 2019
-1.37%
Mar 9, 2011 - Mar 21, 2011
#12-8.53%
Sep 2, 2021 - Dec 13, 2021
-1.33%
Jan 2, 2013 - Jan 11, 2013
#13-8.52%
Feb 27, 2026 - Jun 1, 2026
-1.20%
Apr 15, 2011 - Apr 21, 2011
#14-6.01%
Oct 16, 2024 - Nov 26, 2024
-0.91%
Dec 20, 2012 - Dec 26, 2012
#15-5.54%
Sep 26, 2019 - Dec 31, 2019
-0.89%
Oct 5, 2012 - Oct 15, 2012

Correlation

Correlation between FUTY and EBND is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2011 - 2026)

FUTY vs EBND dividend yield comparison.

YearFUTYEBND
20261.36%2.94%
20252.67%5.54%
20242.96%5.89%
20233.31%5.26%
20222.72%4.75%
20212.70%3.83%
20203.07%3.67%
20192.82%4.68%
20183.11%4.70%
20173.03%2.00%
20163.35%0.00%
20154.33%0.00%
20143.04%0.24%
20130.86%2.31%
20120.00%4.46%
20110.00%2.77%

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