Compare · 2 funds side by side · dividends reinvested

FUTY and FXU

FUTYFidelity×FXUFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545FXU · best of the two

02 / 04

FUTY and FXU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Utilities AlphaDEX FundSectors · Utilities0.61%2.32%+9.1%+8.0%+22.6%+11.9%−14.0%14.2%$775M1.3

Fidelity MSCI Utilities Index ETFSectors · Utilities0.08%2.73%+3.5%−0.1%+17.5%+8.3%−15.6%15.4%$2.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FUTY 2013 · FXU 2007

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Utilities Index ETF · $2.0B$14,876

FUTY

FXU

First Trust Utilities AlphaDEX Fund · $775M$17,545

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

FUTYMeasureFXU

+3.5%Year to dateJan 1 → Nov 3+9.1%

−0.1%1 yearTotal return+8.0%

+17.5%3 years · per year$10,000 became $16,216 · $18,450+22.6%

+8.3%5 years · per year$10,000 became $14,876 · $17,545+11.9%

0.08%Expense ratio$8 · $61 a year on $10k · lower is better0.61%

2.73%Trailing 12-mo yield$273 · $232 a year on $10k2.32%

−15.6%Worst dropSmaller is better−14.0%

15.4%VolatilityLower is calmer14.2%

FUTYFXU Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6FXU wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FUTY vs FXU: Top 5 Holdings

Today

FUTY

35.3%in top 5

FXU

in top 521.1%

FUTYStockFXU

11.7%NEEnot top 5

7.0%SOnot top 5

6.6%DUK4.2%

5.3%CEGnot top 5

4.7%AEPnot top 5

not top 5EXC4.3%

not top 5ED4.3%

not top 5EIX4.1%

not top 5UGI4.1%

Held in common56.1%

End-of-day Nov 3, 2026 · share of each fund

FUTY vs FXU Returns, Every Period

FidelityFUTY

+8.3%

5 years, per year

FXUFirst Trust

+11.9%

5 years, per year

FUTYFXUFaded: behind in that period

0–4FXU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FUTY vs FXU

YTD

FidelityFUTY

+3.5%

FXUFirst Trust

+9.1%

+3.5%Year to date+9.1%

−15.6%Worst drop · 1Y−14.0%

15.4%Volatility · 1Y14.2%

2.7%Yield2.3%

$2.0BAssets$775M

3–1FXU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FUTY, FXU

Today

0.08%lowest, FUTY

FundExpense ratioFee$10k

FUTY0.08%$8

FXU0.61%$61

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FUTY, FXU

2.73%highest, FUTY

FundTrailing yieldYield$10k

FUTY2.73%$273

FXU2.32%$232

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$265most kept, FUTY

FUTY$273 − $8 = $265

FXU$232 − $61 = $171

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FUTY, FXU

Today

56.1%most shared, FUTY and FXU

FUTYFXU

FUTY—56.1%

FXU56.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.0%FXU, at 14.2% volatility

FXUWorst drop−14.0%14.2% vol

FUTYWorst drop−15.6%15.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FUTYFXU

+3.5%Year to date+9.1%

2.7%Yield2.3%

−0.1%Past year+8.0%

0.08%Fee0.61%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026