USCL vs FUTY
Comparison between ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF) and FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF).
USCL vs FUTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USCL
$2.50B
FUTY
$2.50B
Expense Ratio
USCL
0.08%
FUTY
0.08%
Max Drawdown
Winner
USCL
19.23%
FUTY
37.07%
Sharpe Ratio
Winner
USCL
1.12
FUTY
0.68
5Y Beta
USCL
0.96
Winner
FUTY
0.33
P/E Ratio
USCL
30.19
Winner
FUTY
20.21
Forward P/E
USCL
23.85
Winner
FUTY
18.02
PEG Ratio
USCL
N/A
FUTY
0.53
5Y Dividends CAGR
USCL
N/A
FUTY
3.47%
5Y EPS CAGR
Winner
USCL
27.96%
FUTY
12.96%
Debt to Equity
Winner
USCL
45.75%
FUTY
127.50%
P/S Ratio
USCL
4.59
Winner
FUTY
2.86
P/B Ratio
USCL
6.15
Winner
FUTY
2.27
USCL vs FUTY - Holdings Comparison
USCL and FUTY have 15 common holdings. Overlap is 1.76%
USCL's top 25 holdings weight is 52.50%. FUTY's top 25 holdings weight is 82.58%.
| Rank | USCL | FUTY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.15% | NEXTERA ENERGY INC (NEE) - 11.57% |
| #2 | BROADCOM INC (AVGO) - 5.60% | SOUTHERN CO (SO) - 6.64% |
| #3 | AMAZON.COM INC (AMZN) - 4.94% | DUKE ENERGY CORP (DUK) - 6.23% |
| #4 | MICROSOFT CORP (MSFT) - 4.53% | CONSTELLATION ENERGY CORP (CEG) - 5.95% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.28% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.48% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.26% | SEMPRA (SRE) - 3.83% |
| #7 | TESLA INC (TSLA) - 2.95% | DOMINION ENERGY INC (D) - 3.68% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.71% | VISTRA CORP (VST) - 3.57% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.29% | ENTERGY CORP (ETR) - 3.21% |
| #10 | ELI LILLY AND CO (LLY) - 2.10% | XCEL ENERGY INC (XEL) - 3.06% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.04% | EXELON CORP (EXC) - 2.98% |
| #12 | EXXON MOBIL CORP (XOM) - 1.60% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.56% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.43% | CONSOLIDATED EDISON INC (ED) - 2.49% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.38% | WEC ENERGY GROUP INC (WEC) - 2.36% |
| #15 | VISA INC CLASS A (V) - 1.36% | PG&E CORP (PCG) - 2.31% |
| #16 | WALMART INC (WMT) - 1.29% | AMEREN CORP (AEE) - 1.93% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.03% | DTE ENERGY CO (DTE) - 1.93% |
| #18 | CATERPILLAR INC (CAT) - 1.01% | ATMOS ENERGY CORP (ATO) - 1.84% |
| #19 | ORACLE CORP (ORCL) - 0.99% | NRG ENERGY INC (NRG) - 1.82% |
| #20 | n/a (PLTR) - 0.94% | CENTERPOINT ENERGY INC (CNP) - 1.80% |
| #21 | PROLOGIS INC (PLD) - 0.33% | EDISON INTERNATIONAL (EIX) - 1.76% |
| #22 | DEERE & CO (DE) - 0.33% | PPL CORP (PPL) - 1.71% |
| #23 | BOOKING HOLDINGS INC (BKNG) - 0.32% | EVERSOURCE ENERGY (ES) - 1.68% |
| #24 | SERVICENOW INC (NOW) - 0.32% | FIRSTENERGY CORP (FE) - 1.64% |
| #25 | S&P GLOBAL INC (SPGI) - 0.32% | AMERICAN WATER WORKS CO INC (AWK) - 1.55% |
| Total Holdings | 234 | 65 |
USCL vs FUTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USCL
+1.58%
FUTY
-4.11%
3M
Winner
USCL
+6.94%
FUTY
-4.39%
6M
Winner
USCL
+4.10%
FUTY
+3.82%
1Y
Winner
USCL
+18.99%
FUTY
+13.22%
5Y(CAGR)
USCL
N/A
FUTY
+9.45%
10Y(CAGR)
USCL
N/A
FUTY
+9.21%
Max(CAGR)
Winner
USCL
+19.72%
FUTY
+10.16%
USCL vs FUTY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | USCL | FUTY |
|---|---|---|
| 2026 | +4.98% | +3.43% |
| 2025 | +14.58% | +15.70% |
| 2024 | +27.52% | +21.56% |
| 2023 | +12.72% | -7.46% |
| 2022 | N/A | +2.07% |
| 2021 | N/A | +20.30% |
| 2020 | N/A | +0.69% |
| 2019 | N/A | +27.36% |
| 2018 | N/A | +5.26% |
| 2017 | N/A | +12.76% |
| 2016 | N/A | +17.86% |
| 2015 | N/A | -5.03% |
| 2014 | N/A | +28.91% |
| 2013 | N/A | -0.55% |
USCL vs FUTY Drawdown Comparison
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The current USCL drawdown is -3.00%. The current FUTY drawdown is -5.96%.
| Rank | USCL | FUTY |
|---|---|---|
| #1 | -18.99% Feb 19, 2025 - Jun 30, 2025 | -36.38% Feb 18, 2020 - Aug 11, 2021 |
| #2 | -10.24% Jan 12, 2026 - Apr 17, 2026 | -25.09% Sep 12, 2022 - Aug 1, 2024 |
| #3 | -10.00% Jul 31, 2023 - Nov 30, 2023 | -15.98% Jan 29, 2015 - Mar 8, 2016 |
| #4 | -8.58% Jul 16, 2024 - Sep 19, 2024 | -15.24% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -5.61% Oct 28, 2025 - Dec 24, 2025 | -15.15% Nov 14, 2017 - Oct 9, 2018 |
| #6 | -5.42% Mar 28, 2024 - May 15, 2024 | -11.56% Jul 6, 2016 - Feb 28, 2017 |
| #7 | -4.69% Dec 11, 2024 - Jan 30, 2025 | -10.12% Nov 29, 2024 - May 16, 2025 |
| #8 | -3.00% Jun 2, 2026 - Jun 5, 2026 | -9.46% Dec 31, 2021 - Mar 24, 2022 |
| #9 | -2.57% Oct 8, 2025 - Oct 24, 2025 | -9.25% Jun 30, 2014 - Oct 24, 2014 |
| #10 | -2.45% Jun 15, 2023 - Jun 30, 2023 | -8.93% Oct 15, 2025 - Feb 13, 2026 |
| #11 | -2.44% Jul 25, 2025 - Aug 13, 2025 | -8.86% Dec 13, 2018 - Feb 21, 2019 |
| #12 | -2.39% Oct 18, 2024 - Nov 6, 2024 | -8.53% Sep 2, 2021 - Dec 13, 2021 |
| #13 | -2.19% Nov 11, 2024 - Nov 26, 2024 | -8.52% Feb 27, 2026 - Jun 1, 2026 |
| #14 | -1.82% Jan 29, 2024 - Feb 2, 2024 | -6.01% Oct 16, 2024 - Nov 26, 2024 |
| #15 | -1.81% Dec 28, 2023 - Jan 10, 2024 | -5.54% Sep 26, 2019 - Dec 31, 2019 |
Correlation
Correlation between USCL and FUTY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
USCL vs FUTY dividend yield comparison.
| Year | USCL | FUTY |
|---|---|---|
| 2026 | 0.28% | 0.67% |
| 2025 | 1.10% | 2.67% |
| 2024 | 1.18% | 2.96% |
| 2023 | 0.85% | 3.31% |
| 2022 | 0.00% | 2.72% |
| 2021 | 0.00% | 2.70% |
| 2020 | 0.00% | 3.07% |
| 2019 | 0.00% | 2.82% |
| 2018 | 0.00% | 3.11% |
| 2017 | 0.00% | 3.03% |
| 2016 | 0.00% | 3.35% |
| 2015 | 0.00% | 4.33% |
| 2014 | 0.00% | 3.04% |
| 2013 | 0.00% | 0.86% |
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