FUTY vs NUGO
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).
5-Year PerformanceNUGO has outperformed FUTY, delivering a return of +13.3% compared to +8.4%
FUTY vs NUGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FUTY
$2.30B
Winner
NUGO
$2.40B
Expense Ratio
Winner
FUTY
0.08%
NUGO
0.50%
Max Drawdown
Winner
FUTY
37.07%
NUGO
38.01%
Sharpe Ratio
FUTY
0.14
Winner
NUGO
0.71
5Y Beta
Winner
FUTY
0.32
NUGO
1.27
P/E Ratio
Winner
FUTY
19.33
NUGO
34.92
Forward P/E
Winner
FUTY
18.23
NUGO
26.69
PEG Ratio
FUTY
0.71
Winner
NUGO
0.10
5Y Dividends CAGR
FUTY
3.97%
NUGO
N/A
5Y EPS CAGR
FUTY
12.74%
Winner
NUGO
39.98%
Debt to Equity
FUTY
128.31%
Winner
NUGO
39.24%
P/S Ratio
Winner
FUTY
2.74
NUGO
10.08
P/B Ratio
Winner
FUTY
2.21
NUGO
13.28
FUTY vs NUGO - Holdings Comparison
FUTY and NUGO have 0 common holdings. Overlap is 0.00%
FUTY's top 25 holdings weight is 83.06%. NUGO's top 25 holdings weight is 85.34%.
| Rank | FUTY | NUGO |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.74% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | SOUTHERN CO (SO) - 6.78% | ALPHABET INC CLASS A (GOOGL) - 11.58% |
| #3 | DUKE ENERGY CORP (DUK) - 6.28% | APPLE INC (AAPL) - 9.12% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.17% | BROADCOM INC (AVGO) - 6.78% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.54% | MICROSOFT CORP (MSFT) - 4.87% |
| #6 | DOMINION ENERGY INC (D) - 3.93% | ELI LILLY AND CO (LLY) - 3.85% |
| #7 | SEMPRA (SRE) - 3.79% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #8 | VISTRA CORP (VST) - 3.52% | APPLIED MATERIALS INC (AMAT) - 3.21% |
| #9 | ENTERGY CORP (ETR) - 3.29% | TESLA INC (TSLA) - 3.07% |
| #10 | XCEL ENERGY INC (XEL) - 3.15% | AMAZON.COM INC (AMZN) - 3.02% |
| #11 | EXELON CORP (EXC) - 3.01% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.59% | GE AEROSPACE (GE) - 1.91% |
| #13 | PG&E CORP (PCG) - 2.47% | PALO ALTO NETWORKS INC (PANW) - 1.85% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.47% | ARISTA NETWORKS INC (ANET) - 1.82% |
| #15 | WEC ENERGY GROUP INC (WEC) - 2.33% | GE VERNOVA INC (GEV) - 1.66% |
| #16 | AMEREN CORP (AEE) - 1.95% | HOWMET AEROSPACE INC (HWM) - 1.50% |
| #17 | EDISON INTERNATIONAL (EIX) - 1.93% | ADVANCED MICRO DEVICES INC (AMD) - 1.45% |
| #18 | DTE ENERGY CO (DTE) - 1.93% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% |
| #19 | ATMOS ENERGY CORP (ATO) - 1.86% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.79% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #21 | EVERSOURCE ENERGY (ES) - 1.76% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #22 | NRG ENERGY INC (NRG) - 1.72% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.15% |
| #23 | PPL CORP (PPL) - 1.71% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.13% |
| #24 | FIRSTENERGY CORP (FE) - 1.70% | REGENERON PHARMACEUTICALS INC (REGN) - 1.13% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.65% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.11% |
| Total Holdings | 65 | 48 |
FUTY vs NUGO - Historical Returns
Returns include dividend reinvestment.
1M
FUTY
-4.26%
Winner
NUGO
+4.07%
3M
FUTY
-2.65%
Winner
NUGO
+4.75%
6M
FUTY
+1.78%
Winner
NUGO
+15.99%
1Y
FUTY
+3.81%
Winner
NUGO
+17.81%
5Y(CAGR)
FUTY
+8.39%
Winner
NUGO
+13.32%
10Y(CAGR)
FUTY
+8.87%
NUGO
N/A
Max(CAGR)
FUTY
+9.92%
Winner
NUGO
+13.32%
FUTY vs NUGO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | NUGO |
|---|---|---|
| 2026 | +2.29% | +11.36% |
| 2025 | +15.70% | +14.52% |
| 2024 | +21.56% | +37.96% |
| 2023 | -7.46% | +46.20% |
| 2022 | +2.07% | -33.54% |
| 2021 | +20.30% | +7.78% |
| 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 NUGO Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The current FUTY drawdown is -7.00%. The current NUGO drawdown is -0.27%.
| Rank | FUTY | NUGO |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -38.01% Nov 19, 2021 - Jan 24, 2024 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -25.12% Dec 16, 2024 - Jul 3, 2025 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -17.54% Oct 29, 2025 - May 6, 2026 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -14.99% Jul 10, 2024 - Oct 21, 2024 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -9.87% Jun 2, 2026 - Jul 29, 2026 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -7.37% Mar 22, 2024 - May 15, 2024 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -3.73% Oct 22, 2024 - Nov 6, 2024 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -3.59% Feb 9, 2024 - Feb 22, 2024 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -3.39% Oct 9, 2025 - Oct 24, 2025 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -3.23% Aug 12, 2025 - Sep 8, 2025 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -3.08% Nov 12, 2024 - Dec 2, 2024 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -3.07% May 14, 2026 - May 28, 2026 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -2.95% May 28, 2024 - Jun 5, 2024 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -2.73% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -2.66% Jun 18, 2024 - Jul 3, 2024 |
Correlation
Correlation between FUTY and NUGO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2013 - 2026)
FUTY vs NUGO dividend yield comparison.
| Year | FUTY | NUGO |
|---|---|---|
| 2026 | 1.40% | 0.00% |
| 2025 | 2.67% | 0.00% |
| 2024 | 2.96% | 0.00% |
| 2023 | 3.31% | 0.19% |
| 2022 | 2.72% | 0.26% |
| 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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