FUTY vs SLQD

Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceFUTY has outperformed SLQD, delivering a return of +9.4% compared to +2.5%

FUTY vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FUTY(ETF)	SLQD(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.08%	0.06%
Max Drawdown	37.07%	12.69%
Sharpe Ratio	0.74	0.73
5Y Beta	0.34	0.03
P/E Ratio	21.07	N/A
Forward P/E	18.96	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	3.47%	16.24%
5Y EPS CAGR	12.69%	N/A
Debt to Equity	131.29%	N/A
P/S Ratio	2.92	N/A
P/B Ratio	2.39	N/A

Net Assets

FUTY

$2.40B

SLQD

$2.40B

Expense Ratio

FUTY

0.08%

Winner

SLQD

0.06%

Max Drawdown

FUTY

37.07%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

FUTY

0.74

SLQD

0.73

5Y Beta

FUTY

0.34

Winner

SLQD

0.03

P/E Ratio

FUTY

21.07

SLQD

N/A

Forward P/E

FUTY

18.96

SLQD

N/A

PEG Ratio

FUTY

0.54

SLQD

N/A

5Y Dividends CAGR

FUTY

3.47%

Winner

SLQD

16.24%

5Y EPS CAGR

FUTY

12.69%

SLQD

N/A

Debt to Equity

FUTY

131.29%

SLQD

N/A

P/S Ratio

FUTY

2.92

SLQD

N/A

P/B Ratio

FUTY

2.39

SLQD

N/A

FUTY vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	FUTY	SLQD
1 month	-4.06%	+0.30%
3 months	+3.45%	+0.30%
6 months	+1.11%	+1.63%
1 year	+15.03%	+5.00%
5 years(CAGR)	+9.40%	+2.53%
10 years(CAGR)	+9.52%	+2.66%
Max(CAGR)	+10.29%	+2.53%

FUTY

-4.06%

Winner

SLQD

+0.30%

Winner

FUTY

+3.45%

SLQD

+0.30%

FUTY

+1.11%

Winner

SLQD

+1.63%

Winner

FUTY

+15.03%

SLQD

+5.00%

5Y(CAGR)

Winner

FUTY

+9.40%

SLQD

+2.53%

10Y(CAGR)

Winner

FUTY

+9.52%

SLQD

+2.66%

Max(CAGR)

Winner

FUTY

+10.29%

SLQD

+2.53%

FUTY vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FUTY	SLQD
2026	+4.26%	+0.83%
2025	+15.70%	+6.23%
2024	+21.56%	+5.15%
2023	-7.46%	+5.87%
2022	+2.07%	-4.27%
2021	+20.30%	-0.53%
2020	+0.69%	+4.70%
2019	+27.36%	+6.05%
2018	+5.26%	+1.15%
2017	+12.76%	+2.17%
2016	+17.86%	+1.81%
2015	-5.03%	+1.23%
2014	+28.91%	+1.65%
2013	-0.55%	+0.49%

FUTY vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current FUTY drawdown is -5.21%. The current SLQD drawdown is -0.04%.

Rank	FUTY	SLQD
#1	-36.38% Feb 18, 2020 - Aug 11, 2021	-12.69% Mar 4, 2020 - May 19, 2020
#2	-25.09% Sep 12, 2022 - Aug 1, 2024	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-15.98% Jan 29, 2015 - Mar 8, 2016	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-15.24% Apr 8, 2022 - Aug 12, 2022	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-15.15% Nov 14, 2017 - Oct 9, 2018	-1.06% Feb 27, 2026 - Mar 26, 2026
#6	-11.56% Jul 6, 2016 - Feb 28, 2017	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-10.12% Nov 29, 2024 - May 16, 2025	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-9.46% Dec 31, 2021 - Mar 24, 2022	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-9.25% Jun 30, 2014 - Oct 24, 2014	-0.87% Dec 31, 2020 - May 25, 2021
#10	-8.93% Oct 15, 2025 - Feb 13, 2026	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-8.86% Dec 13, 2018 - Feb 21, 2019	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-8.53% Sep 2, 2021 - Dec 13, 2021	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-6.42% Feb 27, 2026 - Mar 20, 2026	-0.76% Mar 27, 2024 - May 3, 2024
#14	-6.01% Oct 16, 2024 - Nov 26, 2024	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-5.54% Sep 26, 2019 - Dec 31, 2019	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between FUTY and SLQD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

FUTY vs SLQD dividend yield comparison.

Year	FUTY	SLQD
2026	0.67%	1.44%
2025	2.67%	4.15%
2024	2.96%	3.71%
2023	3.31%	2.99%
2022	2.72%	2.00%
2021	2.70%	1.67%
2020	3.07%	2.34%
2019	2.82%	2.89%
2018	3.11%	2.55%
2017	3.03%	1.98%
2016	3.35%	1.81%
2015	4.33%	1.43%
2014	3.04%	1.23%
2013	0.86%	0.23%