(FXU) First Trust Utilities - Performance 25.6% in 12m
Compare FXU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.73%
#2 in Group
Rel. Strength
80.97%
#1515 in Universe
Total Return 12m
25.59%
#3 in Group
Total Return 5y
84.74%
#2 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: FXU (25.6%) vs XLU (17.5%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
15.4% | 32.8% | 118% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
10.2% | 25.6% | 84.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
9.33% | 21% | 79.4% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
9.66% | 17.5% | 68.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
9.59% | 17.5% | 67.5% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
9.26% | 17.3% | 65.8% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
9.49% | 17.4% | 65.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
10.8% | 17.8% | 62.8% | - | - | - | - | - |
Performance Comparison: FXU vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for FXU
| Total Return (including Dividends) | FXU | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 10.17% | 9.59% | 13.81% |
| 3 Months | 6.58% | 2.12% | -6.30% |
| 12 Months | 25.59% | 17.47% | 10.65% |
| 5 Years | 84.74% | 67.52% | 107.77% |
| Trend Score (consistency of price movement) | FXU | XLU | S&P 500 |
| 1 Month | 96.3% | 95.2% | 83% |
| 3 Months | 58.8% | 2.8% | -75.3% |
| 12 Months | 92.0% | 67% | 50.1% |
| 5 Years | 84.7% | 77.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #7 | 0.53% | -3.20% |
| 3 Month | #4 | 4.36% | 13.7% |
| 12 Month | #4 | 6.91% | 13.5% |
| 5 Years | #3 | 10.3% | -11.1% |
FAQs
Does FXU First Trust Utilities outperforms the market?
Yes,
over the last 12 months FXU made 25.59%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months FXU made 6.58%, while XLU made 2.12%.
Over the last 3 months FXU made 6.58%, while XLU made 2.12%.
Performance Comparison FXU vs Indeces and Sectors
FXU vs. Indices FXU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.02% | -3.64% | 13.6% | 14.9% |
| US NASDAQ 100 | QQQ | -0.21% | -7.19% | 13.4% | 14.0% |
| US Dow Jones Industrial 30 | DIA | -0.43% | 0.18% | 13.9% | 17.9% |
| German DAX 40 | DAX | - | -4.79% | -12.6% | -0.11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.20% | -1.66% | 12.9% | 18.2% |
| Hongkong Hang Seng | HSI | -3.19% | -9.76% | 5.27% | 11.9% |
| India NIFTY 50 | INDA | 4.90% | 5.33% | 13.2% | 25.8% |
| Brasil Bovespa | EWZ | -1.07% | -7.07% | 4.93% | 33.9% |
FXU vs. Sectors FXU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.66% | -3.24% | 6.57% | 4.03% |
| Consumer Discretionary | XLY | -0.40% | -4.06% | 14.6% | 11.3% |
| Consumer Staples | XLP | 0.84% | 3.58% | 6.70% | 16.5% |
| Energy | XLE | 0.16% | 3.41% | 20.2% | 35.1% |
| Financial | XLF | -1.12% | -3.35% | 6.53% | 3.16% |
| Health Care | XLV | 2.99% | 9.30% | 18.6% | 29.7% |
| Industrial | XLI | -1.71% | -6.65% | 12.2% | 14.6% |
| Materials | XLB | 0.18% | -3.39% | 18.5% | 30.8% |
| Real Estate | XLRE | 1.30% | -1.37% | 12.9% | 10.1% |
| Technology | XLK | -1.10% | -11.1% | 16.5% | 18.5% |
| Utilities | XLU | -0.07% | 0.58% | 5.97% | 8.12% |
| Aerospace & Defense | XAR | -2.0% | -11.0% | 2.13% | -1.74% |
| Biotech | XBI | 6.57% | -1.64% | 33.8% | 37.9% |
| Homebuilder | XHB | -0.49% | -1.31% | 26.8% | 33.1% |
| Retail | XRT | -1.92% | -4.48% | 17.9% | 27.1% |