ETF comparison

FUTYvsIDU

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 roughly90.8%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

76composite / 100
Expense ratio
0.084%
Net assets
$2.25B
TTM yield
2.75%
Top-10 conc.
53.1%
IDU

iShares U.S. Utilities ETF

iShares · Utilities

62composite / 100
Expense ratio
0.37%
Net assets
$1.30B
TTM yield
2.32%
Top-10 conc.
53.4%

Sub-score comparison

92
Cost
63
80
Tax efficiency
81
72
Liquidity
61
38
Concentration
38
Tracking quality
FUTYsub-scoreIDU

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

FUTY is 29 bps cheaper than IDU. On a $100,000 position that's about $286/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 thecost calculator pre-filled with FUTY vs IDU.

Top shared holdings

40 shared in total
#HoldingIn FUTYIn IDUOverlap
1NextEra Energy Inc12.57%12.22%12.22%
2Southern Co/The6.64%6.38%6.38%
3Duke Energy Corp6.29%6.03%6.03%
4Constellation Energy Corp6.01%5.84%5.84%
5American Electric Power Co Inc4.57%4.39%4.39%
6Sempra3.87%3.71%3.71%
7Dominion Energy Inc3.44%3.29%3.29%
8Vistra Corp3.34%3.20%3.20%
9Entergy Corp3.29%3.15%3.15%
10Xcel Energy Inc3.06%2.94%2.94%
11Exelon Corp2.90%2.78%2.78%
12Public Service Enterprise Group Inc2.54%2.44%2.44%

Only in FUTY

24 total
  • Oklo Inc0.50%
  • Ormat Technologies Inc0.41%
  • Portland General Electric Co0.36%
  • TXNM Energy Inc0.36%
  • Southwest Gas Holdings Inc0.36%
  • Black Hills Corp0.35%
  • New Jersey Resources Corp0.35%
  • Spire Inc0.34%
  • ONE Gas Inc0.33%
  • Northwestern Energy Group Inc0.28%

Only in IDU

4 total
  • WASTE MANAGEMENT, INC.5.15%
  • REPUBLIC SERVICES, INC.2.54%
  • CLEAN HARBORS, INC.0.95%
  • BROOKFIELD RENEWABLE CORPORATION0.29%

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 methodologyand 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.