FIDU vs. IGF
Compare and contrast key facts about Fidelity MSCI Industrials Index ETF (FIDU) and iShares Global Infrastructure ETF (IGF).
FIDU and IGF 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. IGF is a passively managed fund by iShares that tracks the performance of the S&P Global Infrastructure Index. It was launched on Dec 10, 2007. Both FIDU and IGF 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. IGF - Performance Comparison
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FIDU vs. IGF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 5.22% | 18.61% | 16.51% | 22.62% | -8.36% | 20.96% | 13.72% | 30.69% | -13.85% | 22.22% |
IGF iShares Global Infrastructure ETF | 9.19% | 21.31% | 14.81% | 6.14% | -1.26% | 11.57% | -6.50% | 25.82% | -9.95% | 19.31% |
Returns By Period
In the year-to-date period, FIDU achieves a 5.22% return, which is significantly lower than IGF's 9.19% return. Over the past 10 years, FIDU has outperformed IGF with an annualized return of 13.49%, while IGF has yielded a comparatively lower 8.80% annualized 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%
IGF
- 1D
- 0.80%
- 1M
- -3.42%
- YTD
- 9.19%
- 6M
- 11.40%
- 1Y
- 26.64%
- 3Y*
- 15.76%
- 5Y*
- 11.38%
- 10Y*
- 8.80%
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FIDU vs. IGF - Expense Ratio Comparison
FIDU has a 0.08% expense ratio, which is lower than IGF's 0.39% expense ratio.
Return for Risk
FIDU vs. IGF — Risk / Return Rank
FIDU
IGF
FIDU vs. IGF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Industrials Index ETF (FIDU) and iShares Global Infrastructure ETF (IGF). 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 | IGF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 2.10 | -0.74 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.77 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.42 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 3.10 | -0.85 |
Martin ratioReturn relative to average drawdown | 8.87 | 15.62 | -6.75 |
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 | IGF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.10 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.82 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.53 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.24 | +0.39 |
Correlation
The correlation between FIDU and IGF is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIDU vs. IGF - Dividend Comparison
FIDU's dividend yield for the trailing twelve months is around 1.04%, less than IGF's 2.95% 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% |
IGF iShares Global Infrastructure ETF | 2.95% | 3.23% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% |
Drawdowns
FIDU vs. IGF - Drawdown Comparison
The maximum FIDU drawdown since its inception was -42.31%, smaller than the maximum IGF drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for FIDU and IGF.
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Drawdown Indicators
| FIDU | IGF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.31% | -58.33% | +16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -8.74% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -22.87% | -20.83% | -2.04% |
Max Drawdown (10Y)Largest decline over 10 years | -42.31% | -42.11% | -0.20% |
Current DrawdownCurrent decline from peak | -9.23% | -3.42% | -5.81% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -11.96% | +7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 1.74% | +1.45% |
Volatility
FIDU vs. IGF - Volatility Comparison
Fidelity MSCI Industrials Index ETF (FIDU) has a higher volatility of 7.00% compared to iShares Global Infrastructure ETF (IGF) at 4.25%. This indicates that FIDU's price experiences larger fluctuations and is considered to be riskier than IGF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDU | IGF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 4.25% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 7.33% | +5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 12.73% | +7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.07% | 13.89% | +4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 16.81% | +3.38% |