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FIW vs FUTY

First Trust Water ETF vs Fidelity MSCI Utilities Index ETF

FIW

First Trust Water ETF

First Trust

Annual cost

0.50%

Fund size

$1.8B

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

Key differences

  • FUTY costs 0.42% less per year.
  • Over the last 3 years, FUTY has delivered higher annualized returns.
  • FIW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIWFUTY
Annual cost (TER)0.50%0.08%
Fund size (AUM)$1.8B$2.5B
Since20072013
Dividend yield0.77%2.45%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-0.3%+14.8%
CAGR 3Y+8.1%+14.4%
CAGR 5Y+5.8%+9.7%
Sharpe 3Y0.340.70
Volatility 1Y15.70%13.96%
Max drawdown-36.60%-36.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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