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FUTY vs UTES

Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

Both FUTY and UTES are from the Utilities sector.

5-Year PerformanceUTES has outperformed FUTY, delivering a return of +16.0% compared to +9.9%

FUTY vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FUTY
$2.30B
UTES
$1.40B
Expense Ratio
Winner
FUTY
0.08%
UTES
0.49%
Max Drawdown
FUTY
37.07%
Winner
UTES
35.71%
Sharpe Ratio
Winner
FUTY
0.48
UTES
0.12
5Y Beta
Winner
FUTY
0.32
UTES
0.71
P/E Ratio
Winner
FUTY
20.30
UTES
27.39
Forward P/E
Winner
FUTY
18.63
UTES
19.46
PEG Ratio
Winner
FUTY
0.53
UTES
1.08
5Y Dividends CAGR
Winner
FUTY
3.97%
UTES
1.74%
5Y EPS CAGR
Winner
FUTY
12.89%
UTES
8.67%
Debt to Equity
Winner
FUTY
127.94%
UTES
220.45%
P/S Ratio
Winner
FUTY
2.91
UTES
3.08
P/B Ratio
Winner
FUTY
2.31
UTES
3.13

FUTY vs UTES - Holdings Comparison

FUTY and UTES have 18 common holdings. Overlap is 43.59%

FUTY's top 25 holdings weight is 83.03%. UTES's top 25 holdings weight is 99.89%.

RankFUTYUTES
#1
NEXTERA ENERGY INC (NEE) - 11.82%
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.13%
#2
SOUTHERN CO (SO) - 6.79%
CONSTELLATION ENERGY CORP (CEG) - 10.33%
#3
DUKE ENERGY CORP (DUK) - 6.16%
VISTRA CORP (VST) - 10.17%
#4
CONSTELLATION ENERGY CORP (CEG) - 5.06%
XCEL ENERGY INC (XEL) - 6.77%
#5
AMERICAN ELECTRIC POWER CO INC (AEP) - 4.58%
CENTERPOINT ENERGY INC (CNP) - 6.38%
#6
DOMINION ENERGY INC (D) - 3.97%
ENTERGY CORP (ETR) - 5.10%
#7
SEMPRA (SRE) - 3.86%
ALLIANT ENERGY CORP (LNT) - 4.99%
#8
VISTRA CORP (VST) - 3.45%
AMERICAN ELECTRIC POWER CO INC (AEP) - 4.95%
#9
ENTERGY CORP (ETR) - 3.33%
IDACORP INC (IDA) - 4.58%
#10
XCEL ENERGY INC (XEL) - 3.15%
SEMPRA (SRE) - 4.56%
#11
EXELON CORP (EXC) - 2.98%
NRG ENERGY INC (NRG) - 4.27%
#12
CONSOLIDATED EDISON INC (ED) - 2.59%
WEC ENERGY GROUP INC (WEC) - 4.19%
#13
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.53%
NEXTERA ENERGY INC (NEE) - 3.89%
#14
PG&E CORP (PCG) - 2.45%
DTE ENERGY CO (DTE) - 3.87%
#15
WEC ENERGY GROUP INC (WEC) - 2.34%
AMEREN CORP (AEE) - 3.84%
#16
AMEREN CORP (AEE) - 1.96%
CMS ENERGY CORP (CMS) - 3.50%
#17
DTE ENERGY CO (DTE) - 1.95%
NISOURCE INC (NI) - 3.43%
#18
EDISON INTERNATIONAL (EIX) - 1.88%
PINNACLE WEST CAPITAL CORP (PNW) - 2.94%
#19
ATMOS ENERGY CORP (ATO) - 1.84%
N/A
#20
NRG ENERGY INC (NRG) - 1.79%
N/A
#21
CENTERPOINT ENERGY INC (CNP) - 1.77%
N/A
#22
EVERSOURCE ENERGY (ES) - 1.76%
N/A
#23
PPL CORP (PPL) - 1.71%
N/A
#24
FIRSTENERGY CORP (FE) - 1.70%
N/A
#25
AMERICAN WATER WORKS CO INC (AWK) - 1.61%
N/A
Total Holdings6518

FUTY vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FUTY
+0.35%
UTES
-3.47%
3M
Winner
FUTY
+0.54%
UTES
+0.23%
6M
Winner
FUTY
+5.15%
UTES
+2.24%
1Y
Winner
FUTY
+9.99%
UTES
+4.64%
5Y(CAGR)
FUTY
+9.86%
Winner
UTES
+16.04%
10Y(CAGR)
FUTY
+8.89%
Winner
UTES
+12.10%
Max(CAGR)
FUTY
+10.19%
Winner
UTES
+13.80%

FUTY vs UTES - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFUTYUTES
2026+5.17%-0.17%
2025+15.70%+22.66%
2024+21.56%+43.95%
2023-7.46%-1.97%
2022+2.07%+1.90%
2021+20.30%+23.82%
2020+0.69%+1.59%
2019+27.36%+27.65%
2018+5.26%+6.28%
2017+12.76%+14.80%
2016+17.86%+16.95%
2015-5.03%+5.54%
2014+28.91%N/A
2013-0.55%N/A

FUTY vs UTES Drawdown Comparison

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

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current FUTY drawdown is -4.38%. The current UTES drawdown is -7.62%.

RankFUTYUTES
#1-36.38%
Feb 18, 2020 - Aug 11, 2021		-35.37%
Feb 18, 2020 - Apr 20, 2021
#2-25.09%
Sep 12, 2022 - Aug 1, 2024		-20.39%
Sep 12, 2022 - Apr 25, 2024
#3-15.98%
Jan 29, 2015 - Mar 8, 2016		-17.62%
Jan 24, 2025 - May 19, 2025
#4-15.24%
Apr 8, 2022 - Aug 12, 2022		-15.99%
Apr 8, 2022 - Aug 12, 2022
#5-15.15%
Nov 14, 2017 - Oct 9, 2018		-13.88%
Oct 15, 2025 - Feb 4, 2026
#6-11.56%
Jul 6, 2016 - Feb 28, 2017		-13.20%
Nov 27, 2017 - Jul 6, 2018
#7-10.12%
Nov 29, 2024 - May 16, 2025		-12.43%
Jul 6, 2016 - Mar 24, 2017
#8-9.46%
Dec 31, 2021 - Mar 24, 2022		-10.42%
Nov 26, 2024 - Jan 16, 2025
#9-9.25%
Jun 30, 2014 - Oct 24, 2014		-9.80%
Dec 31, 2021 - Mar 24, 2022
#10-8.93%
Oct 15, 2025 - Feb 13, 2026		-8.97%
Dec 13, 2018 - Feb 21, 2019
#11-8.86%
Dec 13, 2018 - Feb 21, 2019		-8.59%
Sep 2, 2021 - Dec 6, 2021
#12-8.53%
Sep 2, 2021 - Dec 13, 2021		-7.78%
Oct 4, 2024 - Nov 18, 2024
#13-8.52%
Feb 27, 2026 - Jun 1, 2026		-6.74%
Aug 4, 2025 - Oct 1, 2025
#14-6.01%
Oct 16, 2024 - Nov 26, 2024		-6.63%
Sep 30, 2019 - Jan 15, 2020
#15-5.54%
Sep 26, 2019 - Dec 31, 2019		-6.45%
May 31, 2024 - Aug 15, 2024

Correlation

Correlation between FUTY and UTES is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2013 - 2026)

FUTY vs UTES dividend yield comparison.

YearFUTYUTES
20261.36%0.71%
20252.67%1.42%
20242.96%1.51%
20233.31%2.44%
20222.72%2.13%
20212.70%1.94%
20203.07%2.09%
20192.82%1.84%
20183.11%2.09%
20173.03%3.44%
20163.35%3.53%
20154.33%0.61%
20143.04%0.00%
20130.86%0.00%

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