FIDU vs. IFRA
Compare and contrast key facts about Fidelity MSCI Industrials Index ETF (FIDU) and iShares U.S. Infrastructure ETF (IFRA).
FIDU and IFRA 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. IFRA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet U.S. Infrastructure Index. It was launched on Apr 3, 2018. Both FIDU and IFRA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FIDU vs. IFRA - Performance Comparison
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FIDU vs. IFRA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 5.22% | 18.61% | 16.51% | 22.62% | -8.36% | 20.96% | 13.72% | 30.69% | -12.96% |
IFRA iShares U.S. Infrastructure ETF | 9.22% | 15.90% | 17.02% | 13.42% | -3.32% | 29.81% | 7.37% | 27.00% | -8.57% |
Returns By Period
In the year-to-date period, FIDU achieves a 5.22% return, which is significantly lower than IFRA's 9.22% return.
FIDU
- 1D
- 3.42%
- 1M
- -8.29%
- YTD
- 5.22%
- 6M
- 6.09%
- 1Y
- 27.77%
- 3Y*
- 19.43%
- 5Y*
- 12.06%
- 10Y*
- 13.49%
IFRA
- 1D
- 1.73%
- 1M
- -4.77%
- YTD
- 9.22%
- 6M
- 9.42%
- 1Y
- 29.26%
- 3Y*
- 17.55%
- 5Y*
- 12.58%
- 10Y*
- —
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FIDU vs. IFRA - Expense Ratio Comparison
FIDU has a 0.08% expense ratio, which is lower than IFRA's 0.30% expense ratio.
Return for Risk
FIDU vs. IFRA — Risk / Return Rank
FIDU
IFRA
FIDU vs. IFRA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Industrials Index ETF (FIDU) and iShares U.S. Infrastructure ETF (IFRA). 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 | IFRA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.72 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.43 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 2.74 | -0.49 |
Martin ratioReturn relative to average drawdown | 8.87 | 11.75 | -2.88 |
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 | IFRA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.72 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.71 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.60 | +0.03 |
Correlation
The correlation between FIDU and IFRA is 0.86, 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.
Dividends
FIDU vs. IFRA - Dividend Comparison
FIDU's dividend yield for the trailing twelve months is around 1.04%, less than IFRA's 1.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 1.04% | 1.02% | 1.42% | 1.42% | 1.48% | 1.12% | 1.28% | 1.73% | 1.99% | 1.60% | 1.63% | 1.98% |
IFRA iShares U.S. Infrastructure ETF | 1.70% | 1.84% | 1.75% | 1.98% | 1.98% | 1.63% | 2.08% | 1.68% | 2.50% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIDU vs. IFRA - Drawdown Comparison
The maximum FIDU drawdown since its inception was -42.31%, roughly equal to the maximum IFRA drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for FIDU and IFRA.
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Drawdown Indicators
| FIDU | IFRA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.31% | -41.06% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -10.68% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -22.87% | -19.93% | -2.94% |
Max Drawdown (10Y)Largest decline over 10 years | -42.31% | — | — |
Current DrawdownCurrent decline from peak | -9.23% | -5.08% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -5.21% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.50% | +0.69% |
Volatility
FIDU vs. IFRA - Volatility Comparison
Fidelity MSCI Industrials Index ETF (FIDU) has a higher volatility of 7.00% compared to iShares U.S. Infrastructure ETF (IFRA) at 5.31%. This indicates that FIDU's price experiences larger fluctuations and is considered to be riskier than IFRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDU | IFRA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 5.31% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 10.31% | +2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 17.12% | +3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.07% | 17.80% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 21.45% | -1.26% |