FUTY vs VRP

Comparison between FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF) and INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF).

5-Year PerformanceFUTY has outperformed VRP, delivering a return of +9.4% compared to +4.5%

FUTY vs VRP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FUTY(ETF)	VRP(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.08%	0.50%
Max Drawdown	37.07%	46.22%
Sharpe Ratio	0.74	1.57
5Y Beta	0.34	0.16
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%	6.90%
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

VRP

$2.40B

Expense Ratio

Winner

FUTY

0.08%

VRP

0.50%

Max Drawdown

Winner

FUTY

37.07%

VRP

46.22%

Sharpe Ratio

FUTY

0.74

Winner

VRP

1.57

5Y Beta

FUTY

0.34

Winner

VRP

0.16

P/E Ratio

FUTY

21.07

VRP

N/A

Forward P/E

FUTY

18.96

VRP

N/A

PEG Ratio

FUTY

0.54

VRP

N/A

5Y Dividends CAGR

FUTY

3.47%

Winner

VRP

6.90%

5Y EPS CAGR

FUTY

12.69%

VRP

N/A

Debt to Equity

FUTY

131.29%

VRP

N/A

P/S Ratio

FUTY

2.92

VRP

N/A

P/B Ratio

FUTY

2.39

VRP

N/A

FUTY vs VRP - Historical Returns

Returns include dividend reinvestment.

Period	FUTY	VRP
1 month	-4.06%	+0.71%
3 months	+3.45%	+0.89%
6 months	+1.11%	+2.61%
1 year	+15.03%	+8.40%
5 years(CAGR)	+9.40%	+4.46%
10 years(CAGR)	+9.52%	+5.46%
Max(CAGR)	+10.29%	+5.11%

FUTY

-4.06%

Winner

VRP

+0.71%

Winner

FUTY

+3.45%

VRP

+0.89%

FUTY

+1.11%

Winner

VRP

+2.61%

Winner

FUTY

+15.03%

VRP

+8.40%

5Y(CAGR)

Winner

FUTY

+9.40%

VRP

+4.46%

10Y(CAGR)

Winner

FUTY

+9.52%

VRP

+5.46%

Max(CAGR)

Winner

FUTY

+10.29%

VRP

+5.11%

FUTY vs VRP - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FUTY	VRP
2026	+4.26%	+1.68%
2025	+15.70%	+7.07%
2024	+21.56%	+11.29%
2023	-7.46%	+10.49%
2022	+2.07%	-9.00%
2021	+20.30%	+4.93%
2020	+0.69%	+4.79%
2019	+27.36%	+18.32%
2018	+5.26%	-6.37%
2017	+12.76%	+8.94%
2016	+17.86%	+6.93%
2015	-5.03%	+2.65%
2014	+28.91%	+1.81%
2013	-0.55%	N/A

FUTY vs VRP Drawdown Comparison

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

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current FUTY drawdown is -5.21%.

Rank	FUTY	VRP
#1	-36.38% Feb 18, 2020 - Aug 11, 2021	-46.04% Feb 12, 2020 - Nov 16, 2020
#2	-25.09% Sep 12, 2022 - Aug 1, 2024	-13.76% Sep 22, 2021 - Jan 10, 2024
#3	-15.98% Jan 29, 2015 - Mar 8, 2016	-9.04% Aug 31, 2018 - Mar 1, 2019
#4	-15.24% Apr 8, 2022 - Aug 12, 2022	-7.54% Apr 24, 2015 - Apr 22, 2016
#5	-15.15% Nov 14, 2017 - Oct 9, 2018	-5.38% Sep 6, 2016 - Feb 7, 2017
#6	-11.56% Jul 6, 2016 - Feb 28, 2017	-4.26% Feb 28, 2025 - May 16, 2025
#7	-10.12% Nov 29, 2024 - May 16, 2025	-2.89% Feb 24, 2026 - Apr 20, 2026
#8	-9.46% Dec 31, 2021 - Mar 24, 2022	-2.43% Oct 23, 2017 - Aug 31, 2018
#9	-9.25% Jun 30, 2014 - Oct 24, 2014	-1.88% Jul 18, 2024 - Aug 15, 2024
#10	-8.93% Oct 15, 2025 - Feb 13, 2026	-1.72% Mar 22, 2024 - May 2, 2024
#11	-8.86% Dec 13, 2018 - Feb 21, 2019	-1.71% Aug 29, 2014 - Jan 26, 2015
#12	-8.53% Sep 2, 2021 - Dec 13, 2021	-1.67% Feb 9, 2021 - Mar 31, 2021
#13	-6.42% Feb 27, 2026 - Mar 20, 2026	-1.55% Jan 3, 2025 - Feb 5, 2025
#14	-6.01% Oct 16, 2024 - Nov 26, 2024	-1.41% Feb 27, 2017 - Mar 30, 2017
#15	-5.54% Sep 26, 2019 - Dec 31, 2019	-1.41% Aug 3, 2017 - Oct 23, 2017

Correlation

Correlation between FUTY and VRP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

FUTY vs VRP dividend yield comparison.

Year	FUTY	VRP
2026	0.67%	1.63%
2025	2.67%	6.53%
2024	2.96%	5.78%
2023	3.31%	6.61%
2022	2.72%	5.38%
2021	2.70%	4.25%
2020	3.07%	4.17%
2019	2.82%	4.71%
2018	3.11%	5.28%
2017	3.03%	4.69%
2016	3.35%	5.10%
2015	4.33%	5.02%
2014	3.04%	3.04%
2013	0.86%	0.00%