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FUTY vs PFXF

Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceFUTY has outperformed PFXF, delivering a return of +8.4% compared to +3.3%

FUTY vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FUTY
$2.30B
Winner
PFXF
$2.40B
Expense Ratio
Winner
FUTY
0.08%
PFXF
0.40%
Max Drawdown
Winner
FUTY
37.07%
PFXF
37.25%
Sharpe Ratio
FUTY
0.14
Winner
PFXF
0.65
5Y Beta
Winner
FUTY
0.32
PFXF
0.43
P/E Ratio
FUTY
19.33
PFXF
N/A
Forward P/E
FUTY
18.23
PFXF
N/A
PEG Ratio
FUTY
0.71
PFXF
N/A
5Y Dividends CAGR
Winner
FUTY
3.97%
PFXF
2.31%
5Y EPS CAGR
FUTY
12.74%
PFXF
N/A
Debt to Equity
FUTY
128.31%
PFXF
N/A
P/S Ratio
FUTY
2.74
PFXF
N/A
P/B Ratio
FUTY
2.21
PFXF
N/A

FUTY vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
FUTY
-4.26%
Winner
PFXF
+2.02%
3M
FUTY
-2.65%
Winner
PFXF
-2.22%
6M
Winner
FUTY
+1.78%
PFXF
+1.73%
1Y
FUTY
+3.81%
Winner
PFXF
+10.23%
5Y(CAGR)
Winner
FUTY
+8.39%
PFXF
+3.28%
10Y(CAGR)
Winner
FUTY
+8.87%
PFXF
+4.78%
Max(CAGR)
Winner
FUTY
+9.92%
PFXF
+5.45%

FUTY vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearFUTYPFXF
2026+2.29%+4.05%
2025+15.70%+8.88%
2024+21.56%+8.29%
2023-7.46%+10.52%
2022+2.07%-18.62%
2021+20.30%+12.47%
2020+0.69%+7.34%
2019+27.36%+19.71%
2018+5.26%-3.18%
2017+12.76%+7.69%
2016+17.86%+5.79%
2015-5.03%-2.03%
2014+28.91%+15.44%
2013-0.55%-2.29%
2012N/A+4.44%

FUTY vs PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current FUTY drawdown is -7.00%. The current PFXF drawdown is -3.80%.

RankFUTYPFXF
#1-36.38%
Feb 18, 2020 - Aug 11, 2021
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-25.09%
Sep 12, 2022 - Aug 1, 2024
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-15.98%
Jan 29, 2015 - Mar 8, 2016
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-15.24%
Apr 8, 2022 - Aug 12, 2022
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-15.15%
Nov 14, 2017 - Oct 9, 2018
-9.71%
May 21, 2013 - Feb 28, 2014
#6-11.56%
Jul 6, 2016 - Feb 28, 2017
-8.39%
Jul 29, 2016 - May 2, 2017
#7-10.12%
Nov 29, 2024 - May 16, 2025
-8.08%
May 18, 2015 - Mar 17, 2016
#8-9.46%
Dec 31, 2021 - Mar 24, 2022
-8.04%
Jun 2, 2026 - Jul 29, 2026
#9-9.25%
Jun 30, 2014 - Oct 24, 2014
-5.83%
Feb 25, 2026 - Apr 16, 2026
#10-8.93%
Oct 15, 2025 - Feb 13, 2026
-5.05%
Dec 11, 2017 - Jun 11, 2018
#11-8.86%
Dec 13, 2018 - Feb 21, 2019
-4.93%
Oct 27, 2025 - Dec 18, 2025
#12-8.53%
Sep 2, 2021 - Dec 13, 2021
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-8.52%
Feb 27, 2026 - Jun 1, 2026
-3.44%
May 11, 2026 - May 29, 2026
#14-6.01%
Oct 16, 2024 - Nov 26, 2024
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-5.54%
Sep 26, 2019 - Dec 31, 2019
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between FUTY and PFXF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2012 - 2026)

FUTY vs PFXF dividend yield comparison.

YearFUTYPFXF
20261.40%3.21%
20252.67%6.72%
20242.96%7.82%
20233.31%7.88%
20222.72%6.74%
20212.70%4.66%
20203.07%5.19%
20192.82%5.35%
20183.11%6.56%
20173.03%5.93%
20163.35%5.81%
20154.33%5.99%
20143.04%5.91%
20130.86%6.51%
20120.00%2.56%

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