FIDU vs. IBIC
FIDU (Fidelity MSCI Industrials Index ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - FIDU is a Industrials Equities fund tracking the MSCI USA IMI Industrials Index, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, FIDU returned 26.81% vs 4.54% for IBIC. At a correlation of -0.05, they often move in opposite directions. FIDU charges 0.08%/yr vs 0.10%/yr for IBIC.
Performance
FIDU vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, FIDU achieves a 14.93% return, which is significantly higher than IBIC's 2.37% return.
FIDU
- 1D
- -0.19%
- 1M
- 2.22%
- YTD
- 14.93%
- 6M
- 15.53%
- 1Y
- 26.81%
- 3Y*
- 22.62%
- 5Y*
- 12.80%
- 10Y*
- 14.31%
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FIDU vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 14.93% | 18.61% | 16.51% | 10.45% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between FIDU and IBIC is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.05 |
The correlation between FIDU and IBIC shifts across timeframes, from -0.23 (1 year) to -0.05 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FIDU vs. IBIC — Risk / Return Rank
FIDU
IBIC
FIDU vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Industrials Index ETF (FIDU) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| FIDU | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.41 | ||
| Sortino ratioReturn per unit of downside risk | -6.75 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 2.24 | -0.96 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 17.27 | -15.07 |
| Martin ratioReturn relative to average drawdown | 9.09 | 67.45 | -58.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIDU | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 5.05 | -3.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 3.49 | -2.83 |
Drawdowns
FIDU vs. IBIC - Drawdown Comparison
The maximum FIDU drawdown since its inception was -42.31%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for FIDU and IBIC.
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Drawdown Indicators
| FIDU | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.31% | -0.90% | -41.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -0.26% | -11.97% |
Max Drawdown (3Y)Largest decline over 3 years | -20.52% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.87% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.31% | — | — |
Current DrawdownCurrent decline from peak | -1.27% | -0.13% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -0.10% | -4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 0.07% | +2.89% |
Volatility
FIDU vs. IBIC - Volatility Comparison
Fidelity MSCI Industrials Index ETF (FIDU) has a higher volatility of 5.27% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that FIDU's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDU | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 0.33% | +4.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.52% | 0.67% | +12.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.50% | 0.90% | +15.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.27% | 1.58% | +16.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 1.58% | +18.73% |
FIDU vs. IBIC - Expense Ratio Comparison
FIDU has a 0.08% expense ratio, which is lower than IBIC's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
FIDU vs. IBIC - Dividend Comparison
FIDU's dividend yield for the trailing twelve months is around 0.95%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 0.95% | 1.02% | 1.42% | 1.42% | 1.48% | 1.12% | 1.28% | 1.73% | 1.99% | 1.60% | 1.63% | 1.98% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FIDU and IBIC have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIDU has higher volatility (5.27%) compared to IBIC (0.33%). In terms of maximum drawdown, FIDU dropped -42.31% vs IBIC's -0.90%.
On 1-year performance, FIDU leads with 26.81% vs 4.54% for IBIC. On fees, FIDU is cheaper at 0.08% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FIDU has performed better with a 26.81% return vs 4.54%. 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 0.10% for IBIC.
IBIC has the higher dividend yield at 3.59%, compared with 0.95% for FIDU.
FIDU is categorized as Industrials Equities, while IBIC is Inflation-Protected Bonds. FIDU tracks MSCI USA IMI Industrials Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Fidelity and iShares. Their fees differ too: 0.08% for FIDU and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 1.64), 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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