FUTY vs MHD
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and BlackRock MuniHoldings Fund Inc (MHD, ETF).
5-Year PerformanceFUTY has outperformed MHD, delivering a return of +9.9% compared to -2.4%
FUTY vs MHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FUTY vs MHD - Historical Returns
Returns include dividend reinvestment.
FUTY vs MHD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | MHD |
|---|---|---|
| 2026 | +5.17% | +3.42% |
| 2025 | +15.70% | +5.29% |
| 2024 | +21.56% | +3.21% |
| 2023 | -7.46% | +3.58% |
| 2022 | +2.07% | -23.27% |
| 2021 | +20.30% | +8.34% |
| 2020 | +0.69% | -0.26% |
| 2019 | +27.36% | +18.83% |
| 2018 | +5.26% | -5.10% |
| 2017 | +12.76% | +7.94% |
| 2016 | +17.86% | -0.22% |
| 2015 | -5.03% | +6.02% |
| 2014 | +28.91% | +26.00% |
| 2013 | -0.55% | -18.16% |
| 2012 | N/A | +19.47% |
| 2011 | N/A | +18.49% |
| 2010 | N/A | +11.41% |
| 2009 | N/A | +51.01% |
| 2008 | N/A | -26.35% |
| 2007 | N/A | -9.29% |
| 2006 | N/A | +8.54% |
| 2005 | N/A | +10.98% |
| 2004 | N/A | +11.87% |
| 2003 | N/A | +20.01% |
| 2002 | N/A | +6.02% |
| 2001 | N/A | +23.87% |
| 2000 | N/A | -7.41% |
| 1999 | N/A | -0.92% |
FUTY vs MHD Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for MHD was -45.88%, occurring on Dec 16, 2008. Recovery took 394 trading sessions.
The current FUTY drawdown is -4.38%. The current MHD drawdown is -12.97%.
| Rank | FUTY | MHD |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -45.88% Feb 12, 2008 - Sep 3, 2009 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -36.66% Dec 20, 2021 - Oct 25, 2023 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -31.31% Feb 24, 2020 - May 24, 2021 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -24.35% Feb 11, 2013 - Jan 6, 2015 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -18.10% Aug 3, 2017 - May 16, 2019 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -17.00% Jul 7, 2000 - Apr 12, 2001 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -15.77% Jul 1, 2016 - Jul 21, 2017 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -15.08% Sep 10, 2010 - Sep 6, 2011 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -14.85% Mar 17, 2004 - Aug 31, 2004 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -13.53% May 11, 2007 - Feb 8, 2008 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -10.05% Oct 8, 2001 - Aug 5, 2002 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -10.05% Feb 3, 2015 - Oct 28, 2015 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -9.89% Nov 2, 1999 - Jun 30, 2000 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -9.42% Jul 1, 2019 - Nov 29, 2019 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -8.96% Nov 29, 2012 - Jan 11, 2013 |
Correlation
Correlation between FUTY and MHD is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
FUTY vs MHD dividend yield comparison.
| Year | FUTY | MHD |
|---|---|---|
| 2026 | 1.36% | 3.57% |
| 2025 | 2.67% | 6.08% |
| 2024 | 2.96% | 5.58% |
| 2023 | 3.31% | 3.82% |
| 2022 | 2.72% | 5.63% |
| 2021 | 2.70% | 4.34% |
| 2020 | 3.07% | 4.49% |
| 2019 | 2.82% | 4.62% |
| 2018 | 3.11% | 6.11% |
| 2017 | 3.03% | 5.86% |
| 2016 | 3.35% | 6.16% |
| 2015 | 4.33% | 6.25% |
| 2014 | 3.04% | 6.20% |
| 2013 | 0.86% | 7.66% |
| 2012 | 0.00% | 7.14% |
| 2011 | 0.00% | 6.57% |
| 2010 | 0.00% | 7.69% |
| 2009 | 0.00% | 6.65% |
| 2008 | 0.00% | 8.83% |
| 2007 | 0.00% | 6.57% |
| 2006 | 0.00% | 5.62% |
| 2005 | 0.00% | 6.86% |
| 2004 | 0.00% | 7.22% |
| 2003 | 0.00% | 7.01% |
| 2002 | 0.00% | 6.90% |
| 2001 | 0.00% | 6.24% |
| 2000 | 0.00% | 2.80% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks