FUTY ETF Analysis: Fidelity Utilities Index | NYSE

Utilities | NYSE, USA | Market Cap: 2.425m USD | 12M Return: 11.9% | Charts, Fundamentals & Technical Analysis

Electric Utilities, Water Utilities, Natural Gas, Multi-Utilities
Total Rating 55
Safety 68
Buy Signal -0.56
Utilities
Category Rotation: -1.8
TER: 0.08%
AUM: 2.42B
Avg Turnover: 17.4M
Risk 3d forecast
Volatility16.2%
VaR 5th Pctl2.97%
VaR vs Median2.06%
Reward TTM
Sharpe Ratio0.48
Rel. Str. IBD38.7
Rel. Str. Peer Group25
Character TTM
Beta0.166
Beta Downside0.125
Hurst Exponent0.416
Drawdowns 3y
Max DD15.63%
CAGR/Max DD0.91
CAGR/Mean DD3.69

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -1.0% 30
Feb -2.2% 29
Mar +1.6% 15
Apr +0.1% 2
May -0.2% 0
Jun -2.3% 15
Jul +2.5% 46
Aug +1.0% 10
Sep -1.9% 9
Oct +0.9% 20
Nov +0.1% 8
Dec -0.6% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FUTY Fidelity Utilities Index

The Fidelity MSCI Utilities Index ETF (FUTY) is a passively managed U.S.-listed ETF that tracks the MSCI USA IMI Utilities 25/50 Index, providing exposure to the utilities sector of the U.S. equity market. The fund is required to invest at least 80% of its assets in securities included in this underlying index, though it is not obligated to hold every component and is structured as a non-diversified fund.

The utilities sector comprises companies that deliver essential services such as electricity, natural gas, and water, often operating under regulated frameworks that produce relatively stable, predictable revenue streams. The 25/50 designation in the index name refers to internal diversification limits that cap the weighting of any single issuer, helping to reduce concentration risk within the sector portfolio.

Headlines to Watch Out For
  • Fed rate cuts boost utilities bond proxy appeal
  • AI data center demand surges utility electricity sales
  • State regulators approve rate hikes boosting utility margins
What is the price of FUTY shares?

As of July 28, 2026, the stock is trading at USD 58.78 with a total of 237,983 shares traded. Over the past week, the price has changed by +1.45%, over one month by -0.83%, over three months by -0.88% and over the past year by +11.89%.

Current recommended Stop Loss: 56.60 (which is 3.7% or 2.6 ATR below the current price).

Is FUTY a buy, sell or hold?

Fidelity Utilities Index has no consensus analysts rating.