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FUTY vs FXU
Fidelity MSCI Utilities Index ETF vs First Trust Utilities AlphaDEX Fund
Key differences
- FUTY costs 0.53% less per year.
- Over the last 3 years, FXU has delivered higher annualized returns.
- FXU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FUTY | FXU | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.61% |
| Fund size (AUM) | $2.5B | $898M |
| Since | 2013 | 2007 |
| Dividend yield | 2.45% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.8% | +17.4% |
| CAGR 3Y | +14.4% | +18.5% |
| CAGR 5Y | +9.7% | +12.4% |
| Sharpe 3Y | 0.70 | 0.94 |
| Volatility 1Y | 13.96% | 12.98% |
| Max drawdown | -36.44% | -34.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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