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IDU vs FUTY

iShares U.S. Utilities ETF vs Fidelity MSCI Utilities Index ETF

IDU

iShares U.S. Utilities ETF

iShares

Annual cost

0.38%

Fund size

$1.6B

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

Key differences

  • FUTY costs 0.30% less per year.
  • IDU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDUFUTY
Annual cost (TER)0.38%0.08%
Fund size (AUM)$1.6B$2.5B
Since20002013
Dividend yield2.10%2.45%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.2%+15.0%
CAGR 3Y+14.4%+14.3%
CAGR 5Y+9.8%+9.8%
Sharpe 3Y0.730.70
Volatility 1Y13.61%14.07%
Max drawdown-36.18%-36.44%

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

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