FUTY vs USCL
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).
FUTY vs USCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FUTY
$2.50B
USCL
$2.50B
Expense Ratio
FUTY
0.08%
USCL
0.08%
Max Drawdown
FUTY
37.07%
Winner
USCL
19.23%
Sharpe Ratio
FUTY
0.68
Winner
USCL
1.12
5Y Beta
Winner
FUTY
0.33
USCL
0.96
P/E Ratio
Winner
FUTY
20.21
USCL
30.19
Forward P/E
Winner
FUTY
18.02
USCL
23.85
PEG Ratio
FUTY
0.53
USCL
N/A
5Y Dividends CAGR
FUTY
3.47%
USCL
N/A
5Y EPS CAGR
FUTY
12.96%
Winner
USCL
27.96%
Debt to Equity
FUTY
127.50%
Winner
USCL
45.75%
P/S Ratio
Winner
FUTY
2.86
USCL
4.59
P/B Ratio
Winner
FUTY
2.27
USCL
6.15
FUTY vs USCL - Holdings Comparison
FUTY and USCL have 15 common holdings. Overlap is 1.76%
FUTY's top 25 holdings weight is 82.58%. USCL's top 25 holdings weight is 52.50%.
| Rank | FUTY | USCL |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.57% | NVIDIA CORP (NVDA) - 6.15% |
| #2 | SOUTHERN CO (SO) - 6.64% | BROADCOM INC (AVGO) - 5.60% |
| #3 | DUKE ENERGY CORP (DUK) - 6.23% | AMAZON.COM INC (AMZN) - 4.94% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.95% | MICROSOFT CORP (MSFT) - 4.53% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.48% | ALPHABET INC CLASS A (GOOGL) - 3.28% |
| #6 | SEMPRA (SRE) - 3.83% | META PLATFORMS INC CLASS A (META) - 3.26% |
| #7 | DOMINION ENERGY INC (D) - 3.68% | TESLA INC (TSLA) - 2.95% |
| #8 | VISTRA CORP (VST) - 3.57% | ALPHABET INC CLASS C (GOOG) - 2.71% |
| #9 | ENTERGY CORP (ETR) - 3.21% | ADVANCED MICRO DEVICES INC (AMD) - 2.29% |
| #10 | XCEL ENERGY INC (XEL) - 3.06% | ELI LILLY AND CO (LLY) - 2.10% |
| #11 | EXELON CORP (EXC) - 2.98% | JPMORGAN CHASE & CO (JPM) - 2.04% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.56% | EXXON MOBIL CORP (XOM) - 1.60% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.49% | CISCO SYSTEMS INC (CSCO) - 1.43% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.36% | JOHNSON & JOHNSON (JNJ) - 1.38% |
| #15 | PG&E CORP (PCG) - 2.31% | VISA INC CLASS A (V) - 1.36% |
| #16 | AMEREN CORP (AEE) - 1.93% | WALMART INC (WMT) - 1.29% |
| #17 | DTE ENERGY CO (DTE) - 1.93% | MASTERCARD INC CLASS A (MA) - 1.03% |
| #18 | ATMOS ENERGY CORP (ATO) - 1.84% | CATERPILLAR INC (CAT) - 1.01% |
| #19 | NRG ENERGY INC (NRG) - 1.82% | ORACLE CORP (ORCL) - 0.99% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.80% | n/a (PLTR) - 0.94% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.76% | PROLOGIS INC (PLD) - 0.33% |
| #22 | PPL CORP (PPL) - 1.71% | DEERE & CO (DE) - 0.33% |
| #23 | EVERSOURCE ENERGY (ES) - 1.68% | BOOKING HOLDINGS INC (BKNG) - 0.32% |
| #24 | FIRSTENERGY CORP (FE) - 1.64% | SERVICENOW INC (NOW) - 0.32% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.55% | S&P GLOBAL INC (SPGI) - 0.32% |
| Total Holdings | 65 | 234 |
FUTY vs USCL - Historical Returns
Returns include dividend reinvestment.
1M
FUTY
-4.11%
Winner
USCL
+1.58%
3M
FUTY
-4.39%
Winner
USCL
+6.94%
6M
FUTY
+3.82%
Winner
USCL
+4.10%
1Y
FUTY
+13.22%
Winner
USCL
+18.99%
5Y(CAGR)
FUTY
+9.45%
USCL
N/A
10Y(CAGR)
FUTY
+9.21%
USCL
N/A
Max(CAGR)
FUTY
+10.16%
Winner
USCL
+19.72%
FUTY vs USCL - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | USCL |
|---|---|---|
| 2026 | +3.43% | +4.98% |
| 2025 | +15.70% | +14.58% |
| 2024 | +21.56% | +27.52% |
| 2023 | -7.46% | +12.72% |
| 2022 | +2.07% | N/A |
| 2021 | +20.30% | N/A |
| 2020 | +0.69% | N/A |
| 2019 | +27.36% | N/A |
| 2018 | +5.26% | N/A |
| 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 USCL Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current FUTY drawdown is -5.96%. The current USCL drawdown is -3.00%.
| Rank | FUTY | USCL |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -18.99% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -10.24% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -10.00% Jul 31, 2023 - Nov 30, 2023 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -8.58% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -5.61% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -5.42% Mar 28, 2024 - May 15, 2024 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -3.00% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -2.57% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -2.44% Jul 25, 2025 - Aug 13, 2025 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -2.39% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -2.19% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -1.82% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -1.81% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between FUTY and USCL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
FUTY vs USCL dividend yield comparison.
| Year | FUTY | USCL |
|---|---|---|
| 2026 | 0.67% | 0.28% |
| 2025 | 2.67% | 1.10% |
| 2024 | 2.96% | 1.18% |
| 2023 | 3.31% | 0.85% |
| 2022 | 2.72% | 0.00% |
| 2021 | 2.70% | 0.00% |
| 2020 | 3.07% | 0.00% |
| 2019 | 2.82% | 0.00% |
| 2018 | 3.11% | 0.00% |
| 2017 | 3.03% | 0.00% |
| 2016 | 3.35% | 0.00% |
| 2015 | 4.33% | 0.00% |
| 2014 | 3.04% | 0.00% |
| 2013 | 0.86% | 0.00% |
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