FUTY vs VPU
Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
Both FUTY and VPU are from the Utilities sector.
5-Year PerformanceFUTY has outperformed VPU, delivering a return of +9.5% compared to +9.4%
FUTY vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FUTY
$2.50B
Winner
VPU
$11B
Expense Ratio
Winner
FUTY
0.08%
VPU
0.09%
Max Drawdown
Winner
FUTY
37.07%
VPU
48.41%
Sharpe Ratio
FUTY
0.68
Winner
VPU
0.68
5Y Beta
Winner
FUTY
0.33
VPU
0.33
P/E Ratio
Winner
FUTY
20.21
VPU
20.28
Forward P/E
Winner
FUTY
18.02
VPU
18.07
PEG Ratio
FUTY
0.53
VPU
N/A
5Y Dividends CAGR
FUTY
3.47%
Winner
VPU
12.72%
5Y EPS CAGR
Winner
FUTY
12.96%
VPU
12.89%
Debt to Equity
Winner
FUTY
127.50%
VPU
127.62%
P/S Ratio
Winner
FUTY
2.86
VPU
2.87
P/B Ratio
Winner
FUTY
2.27
VPU
2.28
FUTY vs VPU - Holdings Comparison
FUTY and VPU have 63 common holdings. Overlap is 97.55%
FUTY's top 25 holdings weight is 82.58%. VPU's top 25 holdings weight is 82.90%.
| Rank | FUTY | VPU |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.57% | NEXTERA ENERGY INC (NEE) - 12.53% |
| #2 | SOUTHERN CO (SO) - 6.64% | SOUTHERN CO (SO) - 6.62% |
| #3 | DUKE ENERGY CORP (DUK) - 6.23% | DUKE ENERGY CORP (DUK) - 6.26% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.95% | CONSTELLATION ENERGY CORP (CEG) - 5.99% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.48% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.55% |
| #6 | SEMPRA (SRE) - 3.83% | SEMPRA (SRE) - 3.86% |
| #7 | DOMINION ENERGY INC (D) - 3.68% | DOMINION ENERGY INC (D) - 3.42% |
| #8 | VISTRA CORP (VST) - 3.57% | VISTRA CORP (VST) - 3.32% |
| #9 | ENTERGY CORP (ETR) - 3.21% | ENTERGY CORP (ETR) - 3.27% |
| #10 | XCEL ENERGY INC (XEL) - 3.06% | XCEL ENERGY INC (XEL) - 3.05% |
| #11 | EXELON CORP (EXC) - 2.98% | EXELON CORP (EXC) - 2.64% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.56% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.53% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.49% | CONSOLIDATED EDISON INC (ED) - 2.50% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.36% | WEC ENERGY GROUP INC (WEC) - 2.38% |
| #15 | PG&E CORP (PCG) - 2.31% | PG&E CORP (PCG) - 2.27% |
| #16 | AMEREN CORP (AEE) - 1.93% | DTE ENERGY CO (DTE) - 1.96% |
| #17 | DTE ENERGY CO (DTE) - 1.93% | NRG ENERGY INC (NRG) - 1.95% |
| #18 | ATMOS ENERGY CORP (ATO) - 1.84% | ATMOS ENERGY CORP (ATO) - 1.91% |
| #19 | NRG ENERGY INC (NRG) - 1.82% | AMEREN CORP (AEE) - 1.91% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.80% | CENTERPOINT ENERGY INC (CNP) - 1.77% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.76% | PPL CORP (PPL) - 1.72% |
| #22 | PPL CORP (PPL) - 1.71% | EDISON INTERNATIONAL (EIX) - 1.66% |
| #23 | EVERSOURCE ENERGY (ES) - 1.68% | EVERSOURCE ENERGY (ES) - 1.65% |
| #24 | FIRSTENERGY CORP (FE) - 1.64% | FIRSTENERGY CORP (FE) - 1.62% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.55% | AMERICAN WATER WORKS CO INC (AWK) - 1.56% |
| Total Holdings | 65 | 71 |
FUTY vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
FUTY
-4.11%
Winner
VPU
-4.08%
3M
FUTY
-4.39%
Winner
VPU
-4.38%
6M
FUTY
+3.82%
Winner
VPU
+3.87%
1Y
Winner
FUTY
+13.22%
VPU
+13.19%
5Y(CAGR)
Winner
FUTY
+9.45%
VPU
+9.40%
10Y(CAGR)
Winner
FUTY
+9.21%
VPU
+9.18%
Max(CAGR)
Winner
FUTY
+10.16%
VPU
+9.75%
FUTY vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FUTY | VPU |
|---|---|---|
| 2026 | +3.43% | +3.42% |
| 2025 | +15.70% | +15.69% |
| 2024 | +21.56% | +21.44% |
| 2023 | -7.46% | -7.47% |
| 2022 | +2.07% | +1.95% |
| 2021 | +20.30% | +20.23% |
| 2020 | +0.69% | +0.48% |
| 2019 | +27.36% | +27.23% |
| 2018 | +5.26% | +5.28% |
| 2017 | +12.76% | +12.90% |
| 2016 | +17.86% | +18.00% |
| 2015 | -5.03% | -5.35% |
| 2014 | +28.91% | +28.95% |
| 2013 | -0.55% | +12.65% |
| 2012 | N/A | +3.49% |
| 2011 | N/A | +18.22% |
| 2010 | N/A | +6.57% |
| 2009 | N/A | +9.14% |
| 2008 | N/A | -27.21% |
| 2007 | N/A | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
FUTY vs VPU Drawdown Comparison
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current FUTY drawdown is -5.96%. The current VPU drawdown is -5.95%.
| Rank | FUTY | VPU |
|---|---|---|
| #1 | -36.38% Feb 18, 2020 - Aug 11, 2021 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -25.09% Sep 12, 2022 - Aug 1, 2024 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -15.98% Jan 29, 2015 - Mar 8, 2016 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -15.24% Apr 8, 2022 - Aug 12, 2022 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -15.15% Nov 14, 2017 - Oct 9, 2018 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -11.56% Jul 6, 2016 - Feb 28, 2017 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -10.12% Nov 29, 2024 - May 16, 2025 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -9.46% Dec 31, 2021 - Mar 24, 2022 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -9.25% Jun 30, 2014 - Oct 24, 2014 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -8.93% Oct 15, 2025 - Feb 13, 2026 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -8.86% Dec 13, 2018 - Feb 21, 2019 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -8.53% Sep 2, 2021 - Dec 13, 2021 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -8.52% Feb 27, 2026 - Jun 1, 2026 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -6.01% Oct 16, 2024 - Nov 26, 2024 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -5.54% Sep 26, 2019 - Dec 31, 2019 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between FUTY and VPU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2004 - 2026)
FUTY vs VPU dividend yield comparison.
| Year | FUTY | VPU |
|---|---|---|
| 2026 | 0.67% | 0.66% |
| 2025 | 2.67% | 2.73% |
| 2024 | 2.96% | 3.02% |
| 2023 | 3.31% | 3.49% |
| 2022 | 2.72% | 2.98% |
| 2021 | 2.70% | 2.70% |
| 2020 | 3.07% | 3.17% |
| 2019 | 2.82% | 2.83% |
| 2018 | 3.11% | 3.23% |
| 2017 | 3.03% | 3.18% |
| 2016 | 3.35% | 3.19% |
| 2015 | 4.33% | 3.63% |
| 2014 | 3.04% | 3.02% |
| 2013 | 0.86% | 3.76% |
| 2012 | 0.00% | 3.98% |
| 2011 | 0.00% | 3.46% |
| 2010 | 0.00% | 3.79% |
| 2009 | 0.00% | 3.79% |
| 2008 | 0.00% | 3.87% |
| 2007 | 0.00% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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