FIDU vs. EXI
Compare and contrast key facts about Fidelity MSCI Industrials Index ETF (FIDU) and iShares Global Industrials ETF (EXI).
FIDU and EXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIDU is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Industrials Index. It was launched on Oct 21, 2013. EXI is a passively managed fund by iShares that tracks the performance of the S&P Global 1200 / Industrials -SEC. It was launched on Sep 12, 2006. Both FIDU and EXI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDU or EXI.
Correlation
The correlation between FIDU and EXI is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FIDU vs. EXI - Performance Comparison
Key characteristics
FIDU:
0.22
EXI:
0.51
FIDU:
0.46
EXI:
0.85
FIDU:
1.06
EXI:
1.11
FIDU:
0.22
EXI:
0.66
FIDU:
0.74
EXI:
2.74
FIDU:
5.96%
EXI:
3.45%
FIDU:
20.54%
EXI:
18.64%
FIDU:
-42.31%
EXI:
-62.60%
FIDU:
-11.70%
EXI:
-2.96%
Returns By Period
In the year-to-date period, FIDU achieves a -3.34% return, which is significantly lower than EXI's 3.82% return. Over the past 10 years, FIDU has outperformed EXI with an annualized return of 10.81%, while EXI has yielded a comparatively lower 9.08% annualized return.
FIDU
-3.34%
-0.65%
-5.27%
4.65%
16.97%
10.81%
EXI
3.82%
0.64%
1.00%
9.31%
15.85%
9.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIDU vs. EXI - Expense Ratio Comparison
FIDU has a 0.08% expense ratio, which is lower than EXI's 0.43% expense ratio.
Risk-Adjusted Performance
FIDU vs. EXI — Risk-Adjusted Performance Rank
FIDU
EXI
FIDU vs. EXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Industrials Index ETF (FIDU) and iShares Global Industrials ETF (EXI). 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.
Dividends
FIDU vs. EXI - Dividend Comparison
FIDU's dividend yield for the trailing twelve months is around 1.51%, more than EXI's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 1.51% | 1.42% | 1.42% | 1.48% | 1.12% | 1.28% | 1.73% | 1.99% | 1.60% | 1.63% | 1.98% | 1.55% |
EXI iShares Global Industrials ETF | 1.42% | 1.47% | 1.84% | 1.63% | 1.42% | 1.39% | 1.72% | 2.21% | 1.48% | 1.74% | 1.95% | 1.93% |
Drawdowns
FIDU vs. EXI - Drawdown Comparison
The maximum FIDU drawdown since its inception was -42.31%, smaller than the maximum EXI drawdown of -62.60%. Use the drawdown chart below to compare losses from any high point for FIDU and EXI. For additional features, visit the drawdowns tool.
Volatility
FIDU vs. EXI - Volatility Comparison
Fidelity MSCI Industrials Index ETF (FIDU) has a higher volatility of 14.02% compared to iShares Global Industrials ETF (EXI) at 12.95%. This indicates that FIDU's price experiences larger fluctuations and is considered to be riskier than EXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.