FUTY - ETF AI Analysis
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Fidelity MSCI Utilities Index ETF (FUTY)
FUTY, the Fidelity MSCI Utilities Index ETF, earns a solid overall rating largely because its biggest holdings like NextEra Energy and Duke Energy combine strong earnings, clear growth plans, and generally stable financial performance, which support the fund’s quality. However, several key utilities in the portfolio face issues such as high debt, cash flow challenges, and signs of bearish momentum, which can limit upside and add risk. The main risk factor is the ETF’s concentration in the utilities sector, where many holdings share similar leverage and cash flow pressures, making the fund sensitive to sector-wide challenges.
FUTY vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.07B
- Region
- North America
- Expense Ratio
- 0.08%
- Beta
- 0.23
- Issuer
- Fidelity
- Inception Date
- Oct 21, 2013
- Dividend Yield
- 2.72%
- Asset Class
- Equity
- Index Tracked
- MSCI USA IMI Utilities 25/50 Index
FUTY Summary
FUTY is the Fidelity MSCI Utilities Index ETF, which follows the MSCI USA IMI Utilities 25/50 Index. It focuses on U.S. utility companies that provide everyday essentials like electricity, gas, and water. Well-known holdings include NextEra Energy and Duke Energy. Investors might consider FUTY if they want more stability and steady dividend income in their portfolio, since utility companies often have predictable cash flows. However, this ETF is heavily concentrated in the utilities sector, so its value can still go up and down with changes in interest rates, regulation, and the overall stock market.
How much will it cost me?
FUTY has an expense ratio of 0.084%, which means you’ll pay about $0.84 per year for every $1,000 invested. This cost is lower than the average ETF because FUTY is a passively managed fund that simply tracks a utilities index instead of paying managers to pick individual stocks.
What would affect this ETF?
FUTY is heavily focused on U.S. utilities like NextEra Energy and Southern Company, so it can benefit if interest rates fall, power demand grows with data centers and electric vehicles, and regulators allow steady price increases that support dividends. On the downside, higher interest rates, stricter environmental rules, or political pressure to limit utility bill increases could hurt profits and make this defensive sector less attractive compared with faster‑growing areas of the market.
FUTY Top 10 Holdings
FUTY is a pure play on U.S. utilities, and its story starts with heavyweight NextEra Energy, which has been rising lately but remains a bit mixed over the past few months. Southern Company, Duke Energy, and American Electric Power add more steady, dividend-focused ballast, helping the fund grind higher even when markets get choppy. On the flip side, Constellation Energy and Vistra have been lagging this year, occasionally acting like sandbags on performance. With nearly all exposure in U.S. utilities, FUTY is a concentrated bet on stable, regulated power and energy infrastructure.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NEE | NextEra Energy | 11.66% | $240.28M | $176.87B | 8.28% | 71Outperform |
 SO | Southern Co | 7.00% | $144.38M | $107.85B | 0.42% | 68Neutral |
 DUK | Duke Energy | 6.54% | $134.74M | $98.64B | 4.65% | 70Outperform |
 CEG | Constellation Energy Corporation | 5.46% | $112.44M | $93.32B | -32.27% | 68Neutral |
 AEP | American Electric Power | 4.68% | $96.53M | $70.71B | 7.43% | 69Neutral |
 D | Dominion Energy | 3.89% | $80.24M | $58.74B | 17.58% | 63Neutral |
 SRE | Sempra Energy | 3.70% | $76.23M | $55.82B | -10.36% | 61Neutral |
 ETR | Entergy | 3.37% | $69.43M | $52.04B | 16.28% | 66Neutral |
 XEL | Xcel Energy | 3.26% | $67.17M | $50.55B | -1.34% | 61Neutral |
 EXC | Exelon | 3.09% | $63.60M | $47.09B | -0.30% | 67Neutral |
FUTY Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FUTY, the sentiment is Positive. The current price of 56.23 is above the 20-day moving average (MA) of 54.67, above the 50-day MA of 53.82, and below the 200-day MA of 56.57, indicating a neutral trend. The MACD of 0.74 indicates Negative momentum. The RSI at 65.18 is Neutral, neither overbought nor oversold. The STOCH value of 86.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FUTY.
FUTY Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FUTY | $56.23 | $59.00(4.93% Upside) | $2.07B | 0.08% | 67Neutral |
 AIRR | $97.39 | $146.69(50.62% Upside) | $8.63B | 0.69% | 68Neutral |
 XLB | $53.90 | $58.79(9.07% Upside) | $8.63B | 0.08% | 67Neutral |
 VPU | $188.38 | $209.99(11.47% Upside) | $8.16B | 0.09% | 66Neutral |
 IDU | $111.45 | $123.70(10.99% Upside) | $1.44B | 0.37% | 67Neutral |
 UTES | $74.87 | $90.52(20.90% Upside) | $1.15B | 0.49% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FUTY | Fidelity MSCI Utilities Index ETF | 56.23 | 0.60 | 1.07% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 97.39 | 0.48 | 0.50% | |
| XLB | Materials Select Sector SPDR Fund | 53.90 | 12.25 | 29.42% | |
| VPU | Vanguard Utilities ETF | 188.38 | 1.77 | 0.95% | |
| IDU | iShares U.S. Utilities ETF | 111.45 | 2.84 | 2.62% | |
| UTES | Virtus Reaves Utilities ETF | 74.87 | -6.26 | -7.72% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.