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FUTY vs XLU

Fidelity MSCI Utilities Index ETF vs State Street Utilities Select Sector SPDR ETF

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

XLU

State Street Utilities Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$24.1B

Key differences

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

Side-by-side comparison

FUTYXLU
Annual cost (TER)0.08%0.08%
Fund size (AUM)$2.5B$24.1B
Since20131998
Dividend yield2.45%2.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.0%+14.8%
CAGR 3Y+14.3%+14.4%
CAGR 5Y+9.8%+10.1%
Sharpe 3Y0.700.69
Volatility 1Y14.07%14.32%
Max drawdown-36.44%-36.07%

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

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