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XLUI vs FUTY

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

XLUI

State Street Utilities Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$9M

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.5B

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.
  • XLUI is classified as alternative, while FUTY is equity — different risk/return profiles.
  • XLUI follows a option income strategy; FUTY uses index tracking.
  • FUTY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLUIFUTY
Annual cost (TER)0.35%0.08%
Fund size (AUM)$9M$2.5B
Since20252013
Dividend yield2.45%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+14.8%
CAGR 3YN/A+14.4%
CAGR 5YN/A+9.7%
Sharpe 3YN/A0.70
Volatility 1Y13.96%
Max drawdown-6.01%-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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