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FUTY vs VPU

Fidelity MSCI Utilities Index ETF vs Vanguard Utilities Index Fund ETF Shares

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

VPU

Vanguard Utilities Index Fund ETF Shares

Vanguard

Annual cost

0.09%

Fund size

$11.1B

Key differences

  • VPU is significantly larger than FUTY — larger funds tend to be more liquid and less likely to close.
  • VPU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FUTYVPU
Annual cost (TER)0.08%0.09%
Fund size (AUM)$2.5B$11.1B
Since20132004
Dividend yield2.45%2.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.0%+15.1%
CAGR 3Y+14.3%+14.3%
CAGR 5Y+9.8%+9.9%
Sharpe 3Y0.700.70
Volatility 1Y14.07%14.06%
Max drawdown-36.44%-36.42%

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

Similar to FUTY and VPU