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XLU vs FUTY

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

XLU

State Street Utilities Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$24.1B

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

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

XLUFUTY
Annual cost (TER)0.08%0.08%
Fund size (AUM)$24.1B$2.5B
Since19982013
Dividend yield2.54%2.45%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+15.0%
CAGR 3Y+14.4%+14.3%
CAGR 5Y+10.1%+9.8%
Sharpe 3Y0.690.70
Volatility 1Y14.32%14.07%
Max drawdown-36.07%-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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