Screener
FUTY vs XLUI
Fidelity MSCI Utilities Index ETF vs State Street Utilities Select Sector SPDR Premium Income ETF
Key differences
- FUTY costs 0.27% less per year.
- FUTY is significantly larger than XLUI — larger funds tend to be more liquid and less likely to close.
- FUTY is classified as equity, while XLUI is alternative — different risk/return profiles.
- FUTY follows a index tracking strategy; XLUI uses option income.
- FUTY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FUTY | XLUI | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.35% |
| Fund size (AUM) | $2.5B | $9M |
| Since | 2013 | 2025 |
| Dividend yield | 2.45% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +15.0% | N/A |
| CAGR 3Y | +14.3% | N/A |
| CAGR 5Y | +9.8% | N/A |
| Sharpe 3Y | 0.70 | N/A |
| Volatility 1Y | 14.07% | — |
| Max drawdown | -36.44% | -6.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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