FUTY:NYE-Fidelity® MSCI Utilities Index ETF (USD)

ETF | Utilities |

Last Closing

USD 52.23

Change

+0.41 (+0.79)%

Market Cap

USD 1.46B

Volume

0.13M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Utilities 25/50 Index, which represents the performance of the utilities sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Utilities 25/50 Index. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
XLU Utilities Select Sector SPDR®..

+0.65 (+0.80%)

USD 18.41B
UTES Virtus Reaves Utilities ETF

+0.82 (+1.28%)

USD 0.20B
JHMU John Hancock Exchange-Traded F..

+0.12 (+0.43%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.24 (+0.62%)

N/A
IDU iShares U.S. Utilities ETF

+0.73 (+0.72%)

N/A
JXI iShares Global Utilities ETF

+0.33 (+0.46%)

N/A
VPU Vanguard Utilities Index Fund ..

+1.28 (+0.74%)

N/A

ETFs Containing FUTY

QVOY 13.07 % 0.00 %

N/A

N/A
FIVR 6.97 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.83% 50% F 89% A-
Dividend Return 2.69% 88% B+ 48% F
Total Return 30.52% 63% D 89% A-
Trailing 12 Months  
Capital Gain 42.98% 57% F 85% B
Dividend Return 3.01% 57% F 40% F
Total Return 45.99% 43% F 86% B+
Trailing 5 Years  
Capital Gain 24.62% 50% F 58% F
Dividend Return 14.01% 88% B+ 50% F
Total Return 38.64% 50% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 2.37% N/A N/A 47% F
Dividend Return 5.07% N/A N/A 47% F
Total Return 2.71% N/A N/A 56% F
Risk Return Profile  
Volatility (Standard Deviation) 10.53% N/A N/A 76% C+
Risk Adjusted Return 48.19% N/A N/A 65% D
Market Capitalization 1.46B 75% C 62% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.