(FXU) First Trust Utilities - Performance 28.7% in 12m
Compare FXU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.77%
#3 in Group
Rel. Strength
83.39%
#1330 in Universe
Total Return 12m
28.69%
#3 in Group
Total Return 5y
74.00%
#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 (28.7%) vs XLU (21.7%)
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 |
-1.24% | 36.3% | 96.5% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
0.5% | 28.7% | 74% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
0.26% | 24.9% | 67.2% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
0.3% | 21.1% | 56.6% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.24% | 21.9% | 54.6% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
2.98% | 21.8% | 54.9% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.2% | 21.7% | 55.5% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.31% | 21.8% | 54% | - | - | - | - | - |
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 | 0.50% | 0.20% | -6.73% |
| 3 Months | 5.41% | 0.25% | -11.93% |
| 12 Months | 28.69% | 21.68% | 7.24% |
| 5 Years | 74.00% | 55.45% | 100.61% |
| Trend Score (consistency of price movement) | FXU | XLU | S&P 500 |
| 1 Month | -9.90% | -8.8% | -63.5% |
| 3 Months | 53.9% | -22.9% | -90.3% |
| 12 Months | 91.9% | 69.6% | 60.6% |
| 5 Years | 84.7% | 77.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #3 | 0.29% | 7.76% |
| 3 Month | #4 | 5.15% | 19.7% |
| 12 Month | #3 | 5.76% | 20.0% |
| 5 Years | #2 | 11.9% | -13.3% |
FAQs
Does FXU First Trust Utilities outperforms the market?
Yes,
over the last 12 months FXU made 28.69%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.68%.
Over the last 3 months FXU made 5.41%, while XLU made 0.25%.
Over the last 3 months FXU made 5.41%, while XLU made 0.25%.
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 | -0.32% | 7.23% | 12.8% | 21.5% |
| US NASDAQ 100 | QQQ | -0.80% | 7.86% | 12.7% | 21.1% |
| US Dow Jones Industrial 30 | DIA | 1.71% | 7.41% | 12.2% | 24.2% |
| German DAX 40 | DAX | -1.54% | 4.44% | -7.08% | 8.36% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.25% | 3.89% | 11.7% | 19.5% |
| Hongkong Hang Seng | HSI | -2.99% | 4.22% | 8.28% | 11.9% |
| India NIFTY 50 | INDA | -2.47% | -1.53% | 9.47% | 25.7% |
| Brasil Bovespa | EWZ | -4.59% | 0.04% | 7.77% | 37.4% |
FXU vs. Sectors FXU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.03% | 7.35% | 3.69% | 13.6% |
| Consumer Discretionary | XLY | -1.76% | 7.34% | 7.52% | 17.4% |
| Consumer Staples | XLP | -0.47% | -2.48% | 4.86% | 17.4% |
| Energy | XLE | -0.39% | 13.0% | 14.1% | 41.4% |
| Financial | XLF | -1.02% | 5.35% | 3.95% | 10.9% |
| Health Care | XLV | 1.95% | 8.26% | 15.0% | 31.1% |
| Industrial | XLI | 0.28% | 6.53% | 13.0% | 24.6% |
| Materials | XLB | -0.06% | 6.35% | 20.1% | 34.6% |
| Real Estate | XLRE | -0.09% | 3.73% | 13.2% | 14.0% |
| Technology | XLK | -0.59% | 9.50% | 19.1% | 27.5% |
| Utilities | XLU | -0.21% | 0.30% | 9.19% | 7.01% |
| Aerospace & Defense | XAR | 1.13% | 3.68% | 3.45% | 6.82% |
| Biotech | XBI | -3.74% | 11.4% | 24.2% | 35.2% |
| Homebuilder | XHB | -1.85% | 8.62% | 27.6% | 39.2% |
| Retail | XRT | -2.19% | 5.89% | 16.3% | 35.0% |