FUTY vs RVT
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and Royce Value Trust Inc (RVT, ETF).
5-Year PerformanceFUTY has outperformed RVT, delivering a return of +10.4% compared to +7.9%
FUTY vs RVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FUTY vs RVT - Historical Returns
Returns include dividend reinvestment.
FUTY vs RVT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | RVT |
|---|---|---|
| 2026 | +5.62% | +14.96% |
| 2025 | +15.70% | +11.92% |
| 2024 | +21.56% | +18.41% |
| 2023 | -7.46% | +18.08% |
| 2022 | +2.07% | -26.09% |
| 2021 | +20.30% | +34.95% |
| 2020 | +0.69% | +18.13% |
| 2019 | +27.36% | +33.02% |
| 2018 | +5.26% | -20.88% |
| 2017 | +12.76% | +30.93% |
| 2016 | +17.86% | +23.90% |
| 2015 | -5.03% | -9.38% |
| 2014 | +28.91% | +3.09% |
| 2013 | -0.55% | +22.06% |
| 2012 | N/A | +14.47% |
| 2011 | N/A | -11.90% |
| 2010 | N/A | +32.59% |
| 2009 | N/A | +29.44% |
| 2008 | N/A | -47.25% |
| 2007 | N/A | -7.18% |
| 2006 | N/A | +17.77% |
| 2005 | N/A | +8.78% |
| 2004 | N/A | +31.02% |
| 2003 | N/A | +35.56% |
| 2002 | N/A | -6.88% |
| 2001 | N/A | +20.00% |
| 2000 | N/A | +19.43% |
| 1999 | N/A | +11.14% |
FUTY vs RVT Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for RVT was -72.45%, occurring on Mar 9, 2009. Recovery took 1568 trading sessions.
The current FUTY drawdown is -3.97%. The current RVT drawdown is -2.95%.
| Rank | FUTY | RVT |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -72.45% Feb 26, 2007 - May 17, 2013 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -47.07% Feb 20, 2020 - Nov 11, 2020 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -35.17% Apr 19, 2002 - Sep 18, 2003 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -32.83% Dec 31, 2021 - Jul 31, 2024 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -31.74% Sep 20, 2018 - Jan 16, 2020 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -27.77% Jul 3, 2014 - Nov 14, 2016 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -23.46% Jan 23, 2025 - Aug 26, 2025 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -21.99% Jun 7, 2001 - Dec 6, 2001 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -15.36% Feb 18, 2004 - Sep 7, 2004 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -14.97% Feb 15, 2001 - May 18, 2001 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -14.23% May 5, 2006 - Oct 30, 2006 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -12.58% Dec 23, 2004 - Jul 11, 2005 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -12.18% Feb 26, 2026 - Apr 24, 2026 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -10.53% Sep 1, 2000 - Dec 28, 2000 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -10.37% Jul 31, 2024 - Oct 14, 2024 |
Correlation
Correlation between FUTY and RVT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
FUTY vs RVT dividend yield comparison.
| Year | FUTY | RVT |
|---|---|---|
| 2026 | 1.35% | 3.41% |
| 2025 | 2.67% | 8.82% |
| 2024 | 2.96% | 8.04% |
| 2023 | 3.31% | 7.35% |
| 2022 | 2.72% | 9.95% |
| 2021 | 2.70% | 8.52% |
| 2020 | 3.07% | 6.44% |
| 2019 | 2.82% | 7.45% |
| 2018 | 3.11% | 10.68% |
| 2017 | 3.03% | 7.17% |
| 2016 | 3.35% | 7.62% |
| 2015 | 4.33% | 10.54% |
| 2014 | 3.04% | 12.70% |
| 2013 | 0.86% | 5.37% |
| 2012 | 0.00% | 5.96% |
| 2011 | 0.00% | 6.36% |
| 2010 | 0.00% | 0.21% |
| 2009 | 0.00% | 2.97% |
| 2008 | 0.00% | 20.50% |
| 2007 | 0.00% | 9.96% |
| 2006 | 0.00% | 6.30% |
| 2005 | 0.00% | 8.02% |
| 2004 | 0.00% | 7.58% |
| 2003 | 0.00% | 7.52% |
| 2002 | 0.00% | 11.40% |
| 2001 | 0.00% | 9.48% |
| 2000 | 0.00% | 10.25% |
| 1999 | 0.00% | 2.53% |
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