FUTY vs VIG
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF).
5-Year PerformanceVIG has outperformed FUTY, delivering a return of +10.4% compared to +9.5%
FUTY vs VIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FUTY
$2.50B
Winner
VIG
$125B
Expense Ratio
FUTY
0.08%
Winner
VIG
0.04%
Max Drawdown
Winner
FUTY
37.07%
VIG
48.20%
Sharpe Ratio
FUTY
0.68
Winner
VIG
1.38
5Y Beta
Winner
FUTY
0.33
VIG
0.73
P/E Ratio
Winner
FUTY
20.21
VIG
25.95
Forward P/E
Winner
FUTY
18.02
VIG
20.91
PEG Ratio
FUTY
0.53
VIG
N/A
5Y Dividends CAGR
FUTY
3.47%
Winner
VIG
13.46%
5Y EPS CAGR
FUTY
12.96%
Winner
VIG
13.78%
Debt to Equity
FUTY
127.50%
Winner
VIG
37.89%
P/S Ratio
FUTY
2.86
Winner
VIG
2.84
P/B Ratio
Winner
FUTY
2.27
VIG
5.23
FUTY vs VIG - Holdings Comparison
FUTY and VIG have 25 common holdings. Overlap is 3.21%
FUTY's top 25 holdings weight is 82.58%. VIG's top 25 holdings weight is 54.03%.
| Rank | FUTY | VIG |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.57% | BROADCOM INC (AVGO) - 5.16% |
| #2 | SOUTHERN CO (SO) - 6.64% | APPLE INC (AAPL) - 4.05% |
| #3 | DUKE ENERGY CORP (DUK) - 6.23% | MICROSOFT CORP (MSFT) - 3.95% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.95% | JPMORGAN CHASE & CO (JPM) - 3.57% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.48% | ELI LILLY AND CO (LLY) - 3.32% |
| #6 | SEMPRA (SRE) - 3.83% | EXXON MOBIL CORP (XOM) - 2.89% |
| #7 | DOMINION ENERGY INC (D) - 3.68% | WALMART INC (WMT) - 2.59% |
| #8 | VISTRA CORP (VST) - 3.57% | JOHNSON & JOHNSON (JNJ) - 2.48% |
| #9 | ENTERGY CORP (ETR) - 3.21% | VISA INC CLASS A (V) - 2.32% |
| #10 | XCEL ENERGY INC (XEL) - 3.06% | COSTCO WHOLESALE CORP (COST) - 2.02% |
| #11 | EXELON CORP (EXC) - 2.98% | CATERPILLAR INC (CAT) - 1.86% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.56% | MASTERCARD INC CLASS A (MA) - 1.84% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.49% | ABBVIE INC (ABBV) - 1.67% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.36% | CISCO SYSTEMS INC (CSCO) - 1.62% |
| #15 | PG&E CORP (PCG) - 2.31% | BANK OF AMERICA CORP (BAC) - 1.57% |
| #16 | AMEREN CORP (AEE) - 1.93% | PROCTER & GAMBLE CO (PG) - 1.53% |
| #17 | DTE ENERGY CO (DTE) - 1.93% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #18 | ATMOS ENERGY CORP (ATO) - 1.84% | THE HOME DEPOT INC (HD) - 1.47% |
| #19 | NRG ENERGY INC (NRG) - 1.82% | LAM RESEARCH CORP (LRCX) - 1.44% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.80% | COCA-COLA CO (KO) - 1.37% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.76% | ORACLE CORP (ORCL) - 1.23% |
| #22 | PPL CORP (PPL) - 1.71% | MERCK & CO INC (MRK) - 1.21% |
| #23 | EVERSOURCE ENERGY (ES) - 1.68% | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% |
| #24 | FIRSTENERGY CORP (FE) - 1.64% | TEXAS INSTRUMENTS INC (TXN) - 1.14% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.55% | LINDE PLC (LIN) - 1.05% |
| Total Holdings | 65 | 342 |
FUTY vs VIG - Historical Returns
Returns include dividend reinvestment.
1M
FUTY
-4.11%
Winner
VIG
+1.92%
3M
FUTY
-4.39%
Winner
VIG
+4.81%
6M
FUTY
+3.82%
Winner
VIG
+6.11%
1Y
FUTY
+13.22%
Winner
VIG
+18.98%
5Y(CAGR)
FUTY
+9.45%
Winner
VIG
+10.40%
10Y(CAGR)
FUTY
+9.21%
Winner
VIG
+13.09%
Max(CAGR)
Winner
FUTY
+10.16%
VIG
+10.11%
FUTY vs VIG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | VIG |
|---|---|---|
| 2026 | +3.43% | +6.17% |
| 2025 | +15.70% | +14.71% |
| 2024 | +21.56% | +17.22% |
| 2023 | -7.46% | +14.55% |
| 2022 | +2.07% | -9.52% |
| 2021 | +20.30% | +25.45% |
| 2020 | +0.69% | +14.77% |
| 2019 | +27.36% | +30.46% |
| 2018 | +5.26% | -2.42% |
| 2017 | +12.76% | +21.81% |
| 2016 | +17.86% | +13.49% |
| 2015 | -5.03% | -1.78% |
| 2014 | +28.91% | +11.06% |
| 2013 | -0.55% | +26.20% |
| 2012 | N/A | +10.41% |
| 2011 | N/A | +5.46% |
| 2010 | N/A | +13.31% |
| 2009 | N/A | +16.47% |
| 2008 | N/A | -25.49% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +8.59% |
FUTY vs VIG Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The current FUTY drawdown is -5.96%. The current VIG drawdown is -1.37%.
| Rank | FUTY | VIG |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -46.80% Oct 9, 2007 - Feb 16, 2011 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -31.72% Feb 14, 2020 - Aug 26, 2020 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -20.40% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -17.27% Sep 21, 2018 - Apr 5, 2019 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -16.95% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -14.95% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -12.14% Mar 2, 2015 - Mar 29, 2016 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -9.77% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -7.90% Feb 9, 2026 - May 5, 2026 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -7.90% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -7.60% Apr 2, 2012 - Aug 7, 2012 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -7.20% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -6.53% Oct 12, 2020 - Nov 9, 2020 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -6.26% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -5.99% Apr 29, 2011 - Jul 7, 2011 |
Correlation
Correlation between FUTY and VIG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
FUTY vs VIG dividend yield comparison.
| Year | FUTY | VIG |
|---|---|---|
| 2026 | 0.67% | 0.36% |
| 2025 | 2.67% | 1.62% |
| 2024 | 2.96% | 1.73% |
| 2023 | 3.31% | 1.88% |
| 2022 | 2.72% | 1.96% |
| 2021 | 2.70% | 1.55% |
| 2020 | 3.07% | 1.63% |
| 2019 | 2.82% | 1.71% |
| 2018 | 3.11% | 2.08% |
| 2017 | 3.03% | 1.88% |
| 2016 | 3.35% | 2.14% |
| 2015 | 4.33% | 2.34% |
| 2014 | 3.04% | 1.95% |
| 2013 | 0.86% | 1.84% |
| 2012 | 0.00% | 2.37% |
| 2011 | 0.00% | 2.14% |
| 2010 | 0.00% | 1.99% |
| 2009 | 0.00% | 2.09% |
| 2008 | 0.00% | 2.56% |
| 2007 | 0.00% | 1.56% |
| 2006 | 0.00% | 0.98% |
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