ETF comparison

FUTY vs IDU

Both Utilities.

Fidelity MSCI Utilities Index ETF · iShares U.S. Utilities ETF

Holdings overlap

Weighted by ISIN/CUSIP
90.8 %

40 positions appear in both funds. Buying equal dollars of FUTY and IDU would leave roughly 90.8% of each dollar exposed to the same underlying securities.

FUTY only 9.2% Shared 90.8% IDU only 9.0%
In FUTY only
24 positions
Shared
40 positions
In IDU only
4 positions

Side by side

FUTY

Fidelity MSCI Utilities Index ETF

Fidelity · Utilities

77 composite / 100
Expense ratio
0.084%
Net assets
$2.35B
TTM yield
2.59%
Top-10 conc.
53.1%
IDU

iShares U.S. Utilities ETF

iShares · Utilities

62 composite / 100
Expense ratio
0.38%
Net assets
$1.39B
TTM yield
2.19%
Top-10 conc.
53.4%

Sub-score comparison

92
Cost
62
80
Tax efficiency
81
73
Liquidity
63
38
Concentration
38
Tracking quality
FUTY sub-score IDU

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

FUTY is 30 bps cheaper than IDU. On a $100,000 position that's about $296/yr more in fees for IDU.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with FUTY vs IDU.

Top shared holdings

40 shared in total
# Holding In FUTY In IDU Overlap
1 NextEra Energy Inc 12.57% 12.22% 12.22%
2 Southern Co/The 6.64% 6.38% 6.38%
3 Duke Energy Corp 6.29% 6.03% 6.03%
4 Constellation Energy Corp 6.01% 5.84% 5.84%
5 American Electric Power Co Inc 4.57% 4.39% 4.39%
6 Sempra 3.87% 3.71% 3.71%
7 Dominion Energy Inc 3.44% 3.29% 3.29%
8 Vistra Corp 3.34% 3.20% 3.20%
9 Entergy Corp 3.29% 3.15% 3.15%
10 Xcel Energy Inc 3.06% 2.94% 2.94%
11 Exelon Corp 2.90% 2.78% 2.78%
12 Public Service Enterprise Group Inc 2.54% 2.44% 2.44%

Only in FUTY

24 total
  • Oklo Inc 0.50%
  • Ormat Technologies Inc 0.41%
  • Portland General Electric Co 0.36%
  • TXNM Energy Inc 0.36%
  • Southwest Gas Holdings Inc 0.36%
  • Black Hills Corp 0.35%
  • New Jersey Resources Corp 0.35%
  • Spire Inc 0.34%
  • ONE Gas Inc 0.33%
  • Northwestern Energy Group Inc 0.28%

Only in IDU

4 total
  • WASTE MANAGEMENT, INC. 5.15%
  • REPUBLIC SERVICES, INC. 2.54%
  • CLEAN HARBORS, INC. 0.95%
  • BROOKFIELD RENEWABLE CORPORATION 0.29%

Open FUTY or IDU at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.