FUTY vs PKW
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed FUTY, delivering a return of +11.2% compared to +8.4%
FUTY vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FUTY
$2.30B
PKW
$2.30B
Expense Ratio
Winner
FUTY
0.08%
PKW
0.62%
Max Drawdown
Winner
FUTY
37.07%
PKW
55.28%
Sharpe Ratio
FUTY
0.14
Winner
PKW
1.20
5Y Beta
Winner
FUTY
0.32
PKW
0.82
P/E Ratio
FUTY
19.33
Winner
PKW
17.52
Forward P/E
FUTY
18.23
Winner
PKW
12.61
PEG Ratio
FUTY
0.71
PKW
N/A
5Y Dividends CAGR
FUTY
3.97%
Winner
PKW
4.77%
5Y EPS CAGR
FUTY
12.74%
Winner
PKW
16.02%
Debt to Equity
FUTY
128.31%
PKW
N/A
P/S Ratio
FUTY
2.74
Winner
PKW
1.39
P/B Ratio
Winner
FUTY
2.21
PKW
2.42
FUTY vs PKW - Holdings Comparison
FUTY and PKW have 1 common holdings. Overlap is 0.00%
FUTY's top 25 holdings weight is 83.06%. PKW's top 25 holdings weight is 57.49%.
| Rank | FUTY | PKW |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.74% | CHARLES SCHWAB CORP (SCHW) - 5.36% |
| #2 | SOUTHERN CO (SO) - 6.78% | BANK OF AMERICA CORP (BAC) - 5.09% |
| #3 | DUKE ENERGY CORP (DUK) - 6.28% | SALESFORCE INC (CRM) - 4.98% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.17% | WELLS FARGO & CO (WFC) - 4.94% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.54% | CITIGROUP INC (C) - 4.51% |
| #6 | DOMINION ENERGY INC (D) - 3.93% | ADOBE INC (ADBE) - 3.28% |
| #7 | SEMPRA (SRE) - 3.79% | n/a (JCI) - 3.19% |
| #8 | VISTRA CORP (VST) - 3.52% | VALERO ENERGY CORP (VLO) - 2.73% |
| #9 | ENTERGY CORP (ETR) - 3.29% | MARATHON PETROLEUM CORP (MPC) - 2.64% |
| #10 | XCEL ENERGY INC (XEL) - 3.15% | THE TRAVELERS COMPANIES INC (TRV) - 2.59% |
| #11 | EXELON CORP (EXC) - 3.01% | GENERAL MOTORS CO (GM) - 2.59% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.59% | HCA HEALTHCARE INC (HCA) - 2.29% |
| #13 | PG&E CORP (PCG) - 2.47% | AFLAC INC (AFL) - 1.96% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.47% | CHENIERE ENERGY INC (LNG) - 1.86% |
| #15 | WEC ENERGY GROUP INC (WEC) - 2.33% | PAYPAL HOLDINGS INC (PYPL) - 1.76% |
| #16 | AMEREN CORP (AEE) - 1.95% | AMERIPRISE FINANCIAL INC (AMP) - 1.51% |
| #17 | EDISON INTERNATIONAL (EIX) - 1.93% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.29% |
| #18 | DTE ENERGY CO (DTE) - 1.93% | MSCI INC (MSCI) - 1.25% |
| #19 | ATMOS ENERGY CORP (ATO) - 1.86% | EXPEDIA GROUP INC (EXPE) - 1.10% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.79% | D.R. HORTON INC (DHI) - 1.05% |
| #21 | EVERSOURCE ENERGY (ES) - 1.76% | APTIV PLC (APTV) - 0.32% |
| #22 | NRG ENERGY INC (NRG) - 1.72% | MGM RESORTS INTERNATIONAL (MGM) - 0.31% |
| #23 | PPL CORP (PPL) - 1.71% | AFFILIATED MANAGERS GROUP INC (AMG) - 0.30% |
| #24 | FIRSTENERGY CORP (FE) - 1.70% | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 0.30% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.65% | MAPLEBEAR INC (CART) - 0.29% |
| Total Holdings | 65 | 249 |
FUTY vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
FUTY
-4.26%
Winner
PKW
+4.15%
3M
FUTY
-2.65%
Winner
PKW
+8.92%
6M
FUTY
+1.78%
Winner
PKW
+7.31%
1Y
FUTY
+3.81%
Winner
PKW
+20.69%
5Y(CAGR)
FUTY
+8.39%
Winner
PKW
+11.17%
10Y(CAGR)
FUTY
+8.87%
Winner
PKW
+13.49%
Max(CAGR)
FUTY
+9.92%
Winner
PKW
+10.71%
FUTY vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | PKW |
|---|---|---|
| 2026 | +2.29% | +10.51% |
| 2025 | +15.70% | +17.82% |
| 2024 | +21.56% | +16.80% |
| 2023 | -7.46% | +17.54% |
| 2022 | +2.07% | -10.32% |
| 2021 | +20.30% | +34.49% |
| 2020 | +0.69% | +7.44% |
| 2019 | +27.36% | +33.50% |
| 2018 | +5.26% | -11.24% |
| 2017 | +12.76% | +17.10% |
| 2016 | +17.86% | +14.54% |
| 2015 | -5.03% | -4.08% |
| 2014 | +28.91% | +13.67% |
| 2013 | -0.55% | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
FUTY vs PKW Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current FUTY drawdown is -7.00%. The current PKW drawdown is -0.33%.
| Rank | FUTY | PKW |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between FUTY and PKW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
FUTY vs PKW dividend yield comparison.
| Year | FUTY | PKW |
|---|---|---|
| 2026 | 1.40% | 0.32% |
| 2025 | 2.67% | 0.99% |
| 2024 | 2.96% | 0.86% |
| 2023 | 3.31% | 1.17% |
| 2022 | 2.72% | 1.22% |
| 2021 | 2.70% | 0.72% |
| 2020 | 3.07% | 1.48% |
| 2019 | 2.82% | 1.30% |
| 2018 | 3.11% | 1.30% |
| 2017 | 3.03% | 0.65% |
| 2016 | 3.35% | 1.59% |
| 2015 | 4.33% | 1.14% |
| 2014 | 3.04% | 1.03% |
| 2013 | 0.86% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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