ETF comparison

FUTY vs XLU

Both Utilities.

Fidelity MSCI Utilities Index ETF · State Street Utilities Select Sector SPDR ETF

Holdings overlap

Weighted by ISIN/CUSIP
90.2 %

31 positions appear in both funds. Buying equal dollars of FUTY and XLU would leave roughly 90.2% of each dollar exposed to the same underlying securities.

FUTY only 9.8% Shared 90.2% XLU only 9.7%
In FUTY only
33 positions
Shared
31 positions
In XLU only
1 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%
XLU

State Street Utilities Select Sector SPDR ETF

State Street · Utilities

83 composite / 100
Expense ratio
0.080%
Net assets
$23.11B
TTM yield
2.64%
Top-10 conc.
57.9%

Sub-score comparison

92
Cost
92
80
Tax efficiency
80
73
Liquidity
100
38
Concentration
32
Tracking quality
FUTY sub-score XLU

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

Cost difference

Expense ratios are effectively identical (0.084% vs 0.080%).

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 XLU.

Top shared holdings

31 shared in total
# Holding In FUTY In XLU Overlap
1 NextEra Energy Inc 12.57% 13.59% 12.57%
2 Southern Co/The 6.64% 7.47% 6.64%
3 Duke Energy Corp 6.29% 7.15% 6.29%
4 Constellation Energy Corp 6.01% 6.11% 6.01%
5 American Electric Power Co Inc 4.57% 4.98% 4.57%
6 Sempra 3.87% 4.46% 3.87%
7 Dominion Energy Inc 3.44% 3.71% 3.44%
8 Vistra Corp 3.34% 3.36% 3.34%
9 Entergy Corp 3.29% 3.57% 3.29%
10 Xcel Energy Inc 3.06% 3.30% 3.06%
11 Exelon Corp 2.90% 3.52% 2.90%
12 Public Service Enterprise Group Inc 2.54% 2.84% 2.54%

Only in FUTY

33 total
  • Talen Energy Corp 0.90%
  • Essential Utilities Inc 0.67%
  • OGE Energy Corp 0.63%
  • Oklo Inc 0.50%
  • IDACORP Inc 0.50%
  • UGI Corp 0.48%
  • National Fuel Gas Co 0.48%
  • Ormat Technologies Inc 0.41%
  • Portland General Electric Co 0.36%
  • TXNM Energy Inc 0.36%

Only in XLU

1 total
  • State Street Global Advisors 0.05%

Open FUTY or XLU 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.