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FUTY vs RSPU

Fidelity MSCI Utilities Index ETF vs Invesco S&P 500 Equal Weight Utilities ETF

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

RSPU

Invesco S&P 500 Equal Weight Utilities ETF

Invesco

Annual cost

0.40%

Fund size

$575M

Key differences

  • FUTY costs 0.32% less per year.
  • FUTY is significantly larger than RSPU — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RSPU has delivered higher annualized returns.
  • RSPU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FUTYRSPU
Annual cost (TER)0.08%0.40%
Fund size (AUM)$2.5B$575M
Since20132006
Dividend yield2.45%2.41%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.0%+15.8%
CAGR 3Y+14.3%+16.2%
CAGR 5Y+9.8%+11.3%
Sharpe 3Y0.700.81
Volatility 1Y14.07%13.78%
Max drawdown-36.44%-36.85%

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

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