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EXI vs. FIDU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EXI vs. FIDU

Last updated Jun 24, 2026

EXI (iShares Global Industrials ETF) and FIDU (Fidelity MSCI Industrials Index ETF) are both Industrials Equities funds - EXI tracks the S&P Global 1200 / Industrials -SEC while FIDU tracks the MSCI USA IMI Industrials Index. Both are passively managed. Over the past 10 years, EXI returned 13.04%/yr vs 14.77%/yr for FIDU. Their correlation of 0.92 suggests significant overlap in exposure. EXI charges 0.43%/yr vs 0.08%/yr for FIDU.

Performance

EXI vs. FIDU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Industrials ETF (EXI) and Fidelity MSCI Industrials Index ETF (FIDU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXI achieves a 12.18% return, which is significantly lower than FIDU's 17.16% return. Over the past 10 years, EXI has underperformed FIDU with an annualized return of 13.04%, while FIDU has yielded a comparatively higher 14.77% annualized return.

EXI

1D
-2.28%
1M
1.89%
YTD
12.18%
6M
11.32%
1Y
23.77%
3Y*
20.42%
5Y*
11.94%
10Y*
13.04%

FIDU

1D
-2.11%
1M
3.50%
YTD
17.16%
6M
15.32%
1Y
28.52%
3Y*
22.24%
5Y*
13.69%
10Y*
14.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXI vs. FIDU - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
EXI
iShares Global Industrials ETF		12.18%25.88%12.47%22.04%-12.36%17.37%11.33%27.13%-14.41%25.16%
FIDU
Fidelity MSCI Industrials Index ETF		17.16%18.61%16.51%22.62%-8.36%20.96%13.72%30.69%-13.85%22.22%

Correlation

The correlation between EXI and FIDU is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (10Y)
Calculated over the trailing 10-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2013

0.92

The correlation between EXI and FIDU has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.

EXI vs. FIDU - Sectors Allocation Comparison

Sectors
EXI
FIDU

Industrials

94.4%
90.3%

Technology

4.0%
4.0%

Utilities

2.6%
4.1%

Communication Services

1.1%
0.0%

Consumer Cyclical

0.2%
1.0%

Basic Materials

0.2%
0.1%

Financial Services

0.1%
0.0%

Consumer Defensive

0.1%

-

Energy

-

0.1%

Healthcare

-

0.0%

Real Estate

-

0.0%

Industrials

EXI
94.4%
FIDU
90.3%

Technology

EXI
4.0%
FIDU
4.0%

Utilities

EXI
2.6%
FIDU
4.1%

Communication Services

EXI
1.1%
FIDU
0.0%

Consumer Cyclical

EXI
0.2%
FIDU
1.0%

Basic Materials

EXI
0.2%
FIDU
0.1%

Financial Services

EXI
0.1%
FIDU
0.0%

Consumer Defensive

EXI
0.1%
FIDU

-

Energy

EXI

-

FIDU
0.1%

Healthcare

EXI

-

FIDU
0.0%

Real Estate

EXI

-

FIDU
0.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Global Industrials ETF

Fidelity MSCI Industrials Index ETF

Often compared with EXI:
EXI vs. XLIEXI vs. IYJEXI vs. PSCCEXI vs. KXIEXI vs. SPYEXI vs. IEFAEXI vs. BOTZ
Often compared with FIDU:
FIDU vs. XLIFIDU vs. VISFIDU vs. FENIFIDU vs. HONFIDU vs. VOOFIDU vs. SPYFIDU vs. FXR

Return for Risk

EXI vs. FIDU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EXI
EXI Risk / Return Rank: 4343
Overall Rank
EXI Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
EXI Sortino Ratio Rank: 4343
Sortino Ratio Rank
EXI Omega Ratio Rank: 4343
Omega Ratio Rank
EXI Calmar Ratio Rank: 4040
Calmar Ratio Rank
EXI Martin Ratio Rank: 4848
Martin Ratio Rank
FIDU
FIDU Risk / Return Rank: 5050
Overall Rank
FIDU Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
FIDU Sortino Ratio Rank: 5050
Sortino Ratio Rank
FIDU Omega Ratio Rank: 4545
Omega Ratio Rank
FIDU Calmar Ratio Rank: 4949
Calmar Ratio Rank
FIDU Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXI vs. FIDU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Industrials ETF (EXI) and Fidelity MSCI Industrials Index ETF (FIDU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

EXIFIDUDifference
Sharpe ratioReturn per unit of total volatility
1.43
1.65

-0.22

Sortino ratioReturn per unit of downside risk
2.10
2.35

-0.24

Omega ratioGain probability vs. loss probability

1.26

1.28

-0.02

Calmar ratioReturn relative to maximum drawdown

1.93

2.34

-0.41

Martin ratioReturn relative to average drawdown

7.68

9.63

-1.95

EXI vs. FIDU - Sharpe Ratio Comparison

The current EXI Sharpe Ratio is 1.43, which is comparable to the FIDU Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of EXI and FIDU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

EXI vs. FIDU - Drawdown Comparison

The maximum EXI drawdown since its inception was -62.60%, which is greater than FIDU's maximum drawdown of -42.31%. Use the drawdown chart below to compare losses from any high point for EXI and FIDU.

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Drawdown Indicators

EXIFIDUDifference

Max Drawdown

Largest peak-to-trough decline

-62.60%

-42.31%

-20.29%

Max Drawdown (1Y)

Largest decline over 1 year

-12.35%

-12.23%

-0.12%

Max Drawdown (3Y)

Largest decline over 3 years

-14.38%

-20.52%

+6.14%

Max Drawdown (5Y)

Largest decline over 5 years

-27.23%

-22.87%

-4.36%

Max Drawdown (10Y)

Largest decline over 10 years

-39.56%

-42.31%

+2.75%

Current Drawdown

Current decline from peak

-2.28%

-2.11%

-0.17%

Average Drawdown

Average peak-to-trough decline

-9.94%

-4.79%

-5.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.10%

2.97%

+0.13%

Volatility

EXI vs. FIDU - Volatility Comparison

The current volatility for iShares Global Industrials ETF (EXI) is 6.03%, while Fidelity MSCI Industrials Index ETF (FIDU) has a volatility of 6.54%. This indicates that EXI experiences smaller price fluctuations and is considered to be less risky than FIDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

EXIFIDUDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.03%

6.54%

-0.51%

Volatility (6M)

Calculated over the trailing 6-month period

14.19%

14.32%

-0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

16.74%

17.40%

-0.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.12%

18.40%

-1.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.36%

20.34%

-1.98%

EXI vs. FIDU - Expense Ratio Comparison

EXI has a 0.43% expense ratio, which is higher than FIDU's 0.08% expense ratio.

Dividends

EXI vs. FIDU - Dividend Comparison

EXI's dividend yield for the trailing twelve months is around 1.08%, more than FIDU's 0.94% yield.

PositionTTM20252024202320222021202020192018201720162015
EXI
iShares Global Industrials ETF		1.08%1.32%1.47%1.84%1.63%1.42%1.26%1.72%2.21%1.48%1.75%1.95%
FIDU
Fidelity MSCI Industrials Index ETF		0.94%1.02%1.42%1.42%1.48%1.12%1.28%1.73%1.99%1.60%1.63%1.98%

Frequently Asked Questions

With a correlation of 0.92, EXI and FIDU move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

FIDU has higher volatility (6.54%) compared to EXI (6.03%). In terms of maximum drawdown, EXI dropped -62.60% vs FIDU's -42.31%.

On 10-year performance, FIDU leads with 14.77% vs 13.04% for EXI. On fees, FIDU is cheaper at 0.08% per year. On volatility, EXI has been the lower-risk option at 6.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, FIDU has performed better with a 14.77% return vs 13.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FIDU is cheaper with a 0.08% expense ratio, compared with 0.43% for EXI.

EXI has the higher dividend yield at 1.08%, compared with 0.94% for FIDU.

EXI tracks S&P Global 1200 / Industrials -SEC, while FIDU tracks MSCI USA IMI Industrials Index. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.43% for EXI and 0.08% for FIDU.

FIDU currently has the higher Sharpe Ratio (1.65 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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