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FUTY vs HDEF

Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceHDEF has outperformed FUTY, delivering a return of +10.5% compared to +10.4%

FUTY vs HDEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FUTY
$2.30B
HDEF
$2.30B
Expense Ratio
Winner
FUTY
0.08%
HDEF
0.09%
Max Drawdown
Winner
FUTY
37.07%
HDEF
38.17%
Sharpe Ratio
FUTY
0.81
Winner
HDEF
1.09
5Y Beta
Winner
FUTY
0.33
HDEF
0.42
P/E Ratio
FUTY
19.98
HDEF
N/A
Forward P/E
FUTY
18.40
HDEF
N/A
PEG Ratio
FUTY
0.52
HDEF
N/A
5Y Dividends CAGR
FUTY
3.97%
Winner
HDEF
12.60%
5Y EPS CAGR
FUTY
12.91%
HDEF
N/A
Debt to Equity
FUTY
127.74%
HDEF
N/A
P/S Ratio
FUTY
2.84
HDEF
N/A
P/B Ratio
FUTY
2.25
HDEF
N/A

FUTY vs HDEF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FUTY
-0.04%
HDEF
-2.21%
3M
FUTY
+1.50%
Winner
HDEF
+2.38%
6M
Winner
FUTY
+6.91%
HDEF
+4.62%
1Y
FUTY
+14.07%
Winner
HDEF
+16.00%
5Y(CAGR)
FUTY
+10.40%
Winner
HDEF
+10.47%
10Y(CAGR)
Winner
FUTY
+9.30%
HDEF
+8.70%
Max(CAGR)
Winner
FUTY
+10.30%
HDEF
+7.50%

FUTY vs HDEF - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFUTYHDEF
2026+5.62%+4.32%
2025+15.70%+33.36%
2024+21.56%+3.36%
2023-7.46%+17.51%
2022+2.07%-3.03%
2021+20.30%+6.01%
2020+0.69%-2.76%
2019+27.36%+25.44%
2018+5.26%-13.77%
2017+12.76%+9.90%
2016+17.86%+13.43%
2015-5.03%-4.66%
2014+28.91%N/A
2013-0.55%N/A

FUTY vs HDEF Drawdown Comparison

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

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current FUTY drawdown is -3.97%. The current HDEF drawdown is -4.78%.

RankFUTYHDEF
#1-36.38%
Feb 18, 2020 - Aug 11, 2021		-36.42%
Jan 2, 2020 - Jan 6, 2021
#2-25.09%
Sep 12, 2022 - Aug 1, 2024		-23.69%
Feb 9, 2022 - Apr 6, 2023
#3-15.98%
Jan 29, 2015 - Mar 8, 2016		-17.55%
Jan 22, 2018 - Oct 24, 2019
#4-15.24%
Apr 8, 2022 - Aug 12, 2022		-14.95%
Aug 18, 2015 - Aug 10, 2016
#5-15.15%
Nov 14, 2017 - Oct 9, 2018		-11.15%
Sep 26, 2024 - Mar 5, 2025
#6-11.56%
Jul 6, 2016 - Feb 28, 2017		-10.60%
Mar 18, 2025 - Apr 22, 2025
#7-10.12%
Nov 29, 2024 - May 16, 2025		-9.31%
Jun 15, 2021 - Jan 12, 2022
#8-9.46%
Dec 31, 2021 - Mar 24, 2022		-8.79%
Jul 26, 2023 - Dec 13, 2023
#9-9.25%
Jun 30, 2014 - Oct 24, 2014		-8.02%
Feb 27, 2026 - Mar 20, 2026
#10-8.93%
Oct 15, 2025 - Feb 13, 2026		-6.39%
May 8, 2023 - Jun 15, 2023
#11-8.86%
Dec 13, 2018 - Feb 21, 2019		-5.63%
Dec 9, 2016 - Jan 10, 2017
#12-8.53%
Sep 2, 2021 - Dec 13, 2021		-5.46%
Dec 27, 2023 - Mar 20, 2024
#13-8.52%
Feb 27, 2026 - Jun 1, 2026		-4.72%
Jan 8, 2021 - Mar 16, 2021
#14-6.01%
Oct 16, 2024 - Nov 26, 2024		-4.35%
Nov 2, 2017 - Jan 9, 2018
#15-5.54%
Sep 26, 2019 - Dec 31, 2019		-4.24%
May 17, 2024 - Jul 12, 2024

Correlation

Correlation between FUTY and HDEF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2013 - 2026)

FUTY vs HDEF dividend yield comparison.

YearFUTYHDEF
20261.35%2.72%
20252.67%3.88%
20242.96%4.53%
20233.31%4.38%
20222.72%5.41%
20212.70%4.76%
20203.07%3.93%
20192.82%4.20%
20183.11%3.55%
20173.03%3.38%
20163.35%9.52%
20154.33%1.87%
20143.04%0.00%
20130.86%0.00%

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