Compare · 2 funds side by side · dividends reinvested

FXU and FUTY

FXUFirst Trust×FUTYFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,625FXU · best of the two

02 / 04

FXU and FUTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Utilities AlphaDEX FundSectors · Utilities0.61%2.32%+9.3%+7.9%+22.1%+12.0%−14.0%14.3%$776M1.3

Fidelity MSCI Utilities Index ETFSectors · Utilities0.08%2.75%+2.9%−0.5%+16.2%+8.2%−15.6%15.4%$2.1B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: FXU 2007 · FUTY 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Utilities AlphaDEX Fund · $776M$17,625

FXU

FUTY

Fidelity MSCI Utilities Index ETF · $2.1B$14,862

$10,000 five years ago, dividends reinvested · they hold 56.3% in common

FXUMeasureFUTY

+9.3%Year to dateJan 1 → Nov 6+2.9%

+7.9%1 yearTotal return−0.5%

+22.1%3 years · per year$10,000 became $18,195 · $15,688+16.2%

+12.0%5 years · per year$10,000 became $17,625 · $14,862+8.2%

0.61%Expense ratio$61 · $8 a year on $10k · lower is better0.08%

2.32%Trailing 12-mo yield$232 · $275 a year on $10k2.75%

−14.0%Worst dropSmaller is better−15.6%

14.3%VolatilityLower is calmer15.4%

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

6–2FXU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXU vs FUTY: Top 5 Holdings

Today

FXU

21.7%in top 5

FUTY

in top 535.5%

FXUStockFUTY

not top 5NEE12.2%

not top 5SO7.0%

4.3%DUK6.7%

not top 5CEG5.0%

not top 5AEP4.6%

4.5%EDnot top 5

4.3%EXCnot top 5

4.3%EIXnot top 5

4.2%ESnot top 5

Held in common56.3%

End-of-day Nov 6, 2026 · share of each fund

FXU vs FUTY Returns, Every Period

First TrustFXU

+12.0%

5 years, per year

FUTYFidelity

+8.2%

5 years, per year

FXUFUTYFaded: behind in that period

4–0FXU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FXU vs FUTY

YTD

First TrustFXU

+9.3%

FUTYFidelity

+2.9%

+9.3%Year to date+2.9%

−14.0%Worst drop · 1Y−15.6%

14.3%Volatility · 1Y15.4%

2.3%Yield2.7%

$776MAssets$2.1B

3–1FXU wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXU, FUTY

Today

0.08%lowest, FUTY

FundExpense ratioFee$10k

FUTY0.08%$8

FXU0.61%$61

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FXU, FUTY

2.75%highest, FUTY

FundTrailing yieldYield$10k

FUTY2.75%$275

FXU2.32%$232

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$267most kept, FUTY

FUTY$275 − $8 = $267

FXU$232 − $61 = $171

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FXU, FUTY

Today

56.3%most shared, FXU and FUTY

FXUFUTY

FXU—56.3%

FUTY56.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.9%FXU, at 14.3% volatility

FXUWorst drop−14.0%14.3% vol

FUTYWorst drop−15.6%15.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FUTYFXU

+2.9%Year to date+9.3%

2.7%Yield2.3%

−0.5%Past year+7.9%

0.08%Fee0.61%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026