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Upturn AI SWOT - About
Fidelity® MSCI Utilities Index ETF (FUTY)
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Upturn Advisory Summary
10/10/2025: FUTY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.92% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 42.42 - 53.14 | Updated Date 06/29/2025 |
52 Weeks Range 42.42 - 53.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® MSCI Utilities Index ETF
ETF Overview
Overview
Fidelity MSCI Utilities Index ETF (FUTY) seeks to provide investment results that correspond to the performance of the MSCI USA IMI Utilities Index, focusing on US utilities sector companies.
Reputation and Reliability
Fidelity is a well-established and reputable financial services firm with a long history in the investment management industry.
Management Expertise
Fidelity has a team of experienced investment professionals managing its ETFs.
Investment Objective
Goal
Seeks to provide investment results that correspond to the performance of the MSCI USA IMI Utilities Index.
Investment Approach and Strategy
Strategy: Tracks the MSCI USA IMI Utilities Index, which represents the performance of utilities companies in the U.S. equity market.
Composition Primarily holds stocks of companies in the utilities sector.
Market Position
Market Share: FUTY's market share reflects its position among utilities-focused ETFs.
Total Net Assets (AUM): 160740000
Competitors
Key Competitors
- XLU
- VPU
- IDU
Competitive Landscape
The utilities ETF market is dominated by a few large players. FUTY faces competition from larger ETFs like XLU and VPU, which may offer higher liquidity and lower expense ratios. FUTY benefits from the Fidelity brand, but its smaller size can be a disadvantage.
Financial Performance
Historical Performance: Historical performance can be obtained from fund factsheet.
Benchmark Comparison: The ETF's performance is closely tied to the MSCI USA IMI Utilities Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
FUTY's average trading volume is moderate, reflecting its size and investor interest.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting moderate liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and regulatory changes in the utilities sector influence FUTY's performance.
Growth Trajectory
Growth is tied to the overall performance of the utilities sector, which is generally stable but can be affected by infrastructure spending and energy policy.
Moat and Competitive Advantages
Competitive Edge
FUTY benefits from Fidelity's strong brand and low expense ratio. It provides investors with access to a broad basket of US utilities companies, mirroring the performance of the MSCI USA IMI Utilities Index. It aims to closely match the index performance, which it achieves through a passive management style. The ETF is transparent, providing daily holdings information, and offers investors a cost-effective way to gain exposure to the utilities sector.
Risk Analysis
Volatility
The utilities sector is generally less volatile than other sectors, leading to moderate volatility for FUTY.
Market Risk
Specific risks include interest rate sensitivity, regulatory changes, and potential disruptions in the utilities sector.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking stable income and diversification within the utilities sector.
Market Risk
Suitable for long-term investors and those seeking passive exposure to the utilities market.
Summary
The Fidelity MSCI Utilities Index ETF (FUTY) offers investors a low-cost way to gain exposure to the US utilities sector by tracking the MSCI USA IMI Utilities Index. Its performance is closely linked to the underlying index, providing stable income and diversification. The expense ratio is very low at 0.08%, which makes it a competitive offering for utilities sector exposure. While the ETF's AUM and trading volume is relatively low, it makes up for it by being a targeted fund with a low barrier for entry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity
- MSCI
- ETF.com
- FactSet
Disclaimers:
Data and analysis are for informational purposes only and do not constitute investment advice. Market share estimates are approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity® MSCI Utilities Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.