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FUTY vs PFFA

Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF).

5-Year PerformanceFUTY has outperformed PFFA, delivering a return of +10.4% compared to +6.1%

FUTY vs PFFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FUTY
$2.30B
Winner
PFFA
$2.40B
Expense Ratio
Winner
FUTY
0.08%
PFFA
2.11%
Max Drawdown
Winner
FUTY
37.07%
PFFA
70.73%
Sharpe Ratio
FUTY
0.81
Winner
PFFA
1.04
5Y Beta
Winner
FUTY
0.33
PFFA
0.33
P/E Ratio
FUTY
19.98
PFFA
N/A
Forward P/E
FUTY
18.40
PFFA
N/A
PEG Ratio
FUTY
0.52
PFFA
N/A
5Y Dividends CAGR
Winner
FUTY
3.97%
PFFA
0.44%
5Y EPS CAGR
FUTY
12.91%
PFFA
N/A
Debt to Equity
FUTY
127.74%
PFFA
N/A
P/S Ratio
FUTY
2.84
PFFA
N/A
P/B Ratio
FUTY
2.25
PFFA
N/A

FUTY vs PFFA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FUTY
-0.04%
PFFA
-0.23%
3M
FUTY
+1.50%
Winner
PFFA
+5.20%
6M
Winner
FUTY
+6.91%
PFFA
+1.96%
1Y
Winner
FUTY
+14.07%
PFFA
+11.57%
5Y(CAGR)
Winner
FUTY
+10.40%
PFFA
+6.14%
10Y(CAGR)
Winner
FUTY
+9.30%
PFFA
+7.48%
Max(CAGR)
Winner
FUTY
+10.30%
PFFA
+7.48%

FUTY vs PFFA - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFUTYPFFA
2026+5.62%+1.54%
2025+15.70%+7.63%
2024+21.56%+16.02%
2023-7.46%+24.23%
2022+2.07%-20.79%
2021+20.30%+24.31%
2020+0.69%-8.05%
2019+27.36%+29.98%
2018+5.26%-7.08%
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 PFFA Drawdown Comparison

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

The maximum drawdown for PFFA was -70.52%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.

The current FUTY drawdown is -3.97%. The current PFFA drawdown is -2.28%.

RankFUTYPFFA
#1-36.38%
Feb 18, 2020 - Aug 11, 2021
-70.52%
Feb 18, 2020 - Mar 30, 2021
#2-25.09%
Sep 12, 2022 - Aug 1, 2024
-22.67%
Dec 31, 2021 - Dec 29, 2023
#3-15.98%
Jan 29, 2015 - Mar 8, 2016
-16.49%
Aug 31, 2018 - Mar 15, 2019
#4-15.24%
Apr 8, 2022 - Aug 12, 2022
-12.16%
Oct 16, 2024 - Aug 4, 2025
#5-15.15%
Nov 14, 2017 - Oct 9, 2018
-6.47%
Feb 19, 2026 - Apr 17, 2026
#6-11.56%
Jul 6, 2016 - Feb 28, 2017
-4.96%
Mar 27, 2024 - May 15, 2024
#7-10.12%
Nov 29, 2024 - May 16, 2025
-3.59%
Sep 19, 2025 - Jan 8, 2026
#8-9.46%
Dec 31, 2021 - Mar 24, 2022
-3.17%
Nov 5, 2021 - Dec 30, 2021
#9-9.25%
Jun 30, 2014 - Oct 24, 2014
-2.70%
May 8, 2026 - Jun 10, 2026
#10-8.93%
Oct 15, 2025 - Feb 13, 2026
-2.68%
May 7, 2021 - May 28, 2021
#11-8.86%
Dec 13, 2018 - Feb 21, 2019
-2.29%
Aug 1, 2024 - Aug 13, 2024
#12-8.53%
Sep 2, 2021 - Dec 13, 2021
-2.09%
Oct 24, 2019 - Dec 18, 2019
#13-8.52%
Feb 27, 2026 - Jun 1, 2026
-1.95%
Feb 1, 2024 - Feb 23, 2024
#14-6.01%
Oct 16, 2024 - Nov 26, 2024
-1.93%
Sep 2, 2021 - Oct 14, 2021
#15-5.54%
Sep 26, 2019 - Dec 31, 2019
-1.58%
May 17, 2024 - May 31, 2024

Correlation

Correlation between FUTY and PFFA is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2013 - 2026)

FUTY vs PFFA dividend yield comparison.

YearFUTYPFFA
20261.35%4.93%
20252.67%9.47%
20242.96%9.18%
20233.31%9.56%
20222.72%10.75%
20212.70%7.64%
20203.07%8.54%
20192.82%10.02%
20183.11%5.15%
20173.03%0.00%
20163.35%0.00%
20154.33%0.00%
20143.04%0.00%
20130.86%0.00%

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