FIDU vs. VIS

Last updated Jun 23, 2026

FIDU (Fidelity MSCI Industrials Index ETF) and VIS (Vanguard Industrials ETF) are both Industrials Equities funds - FIDU tracks the MSCI USA IMI Industrials Index while VIS tracks the MSCI US Investable Market Industrials 25/50 Index. Both are passively managed. Over the past 10 years, FIDU returned 15.01%/yr vs 14.85%/yr for VIS. With a 0.99 correlation, they move nearly in lockstep. FIDU charges 0.08%/yr vs 0.09%/yr for VIS.

Performance

FIDU vs. VIS - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with FIDU having a 19.68% return and VIS slightly lower at 19.57%. Both investments have delivered pretty close results over the past 10 years, with FIDU having a 15.01% annualized return and VIS not far behind at 14.85%.

FIDU

• 1D: 0.66%
• 1M: 5.73%
• YTD: 19.68%
• 6M: 17.69%
• 1Y: 33.14%
• 3Y*: 23.11%
• 5Y*: 14.37%
• 10Y*: 15.01%

VIS

• 1D: 0.66%
• 1M: 5.89%
• YTD: 19.57%
• 6M: 17.53%
• 1Y: 33.16%
• 3Y*: 23.08%
• 5Y*: 14.26%
• 10Y*: 14.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FIDU vs. VIS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIDU Fidelity MSCI Industrials Index ETF	19.68%	18.61%	16.51%	22.62%	-8.36%	20.96%	13.72%	30.69%	-13.85%	22.22%
VIS Vanguard Industrials ETF	19.57%	18.57%	16.85%	22.50%	-8.57%	20.80%	12.34%	30.09%	-14.01%	21.47%

Correlation

The correlation between FIDU and VIS is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (3Y) Calculated over the trailing 3-year period	1.00
Correlation (5Y) Calculated over the trailing 5-year period	1.00
Correlation (10Y) Calculated over the trailing 10-year period	0.99
Correlation (All Time) Calculated using the full available price history since Oct 24, 2013	0.99

The correlation between FIDU and VIS has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.

FIDU vs. VIS - Sectors Allocation Comparison

Sectors	FIDU	VIS
Industrials	90.3%	90.2%
Utilities	4.1%	3.8%
Technology	4.0%	4.2%
Consumer Cyclical	1.0%	1.1%
Energy	0.1%	0.2%
Basic Materials	0.1%	0.1%
Real Estate	0.0%	0.0%
Communication Services	0.0%	0.0%
Healthcare	0.0%	0.0%
Financial Services	0.0%	0.2%
Consumer Defensive	-	-

Return for Risk

FIDU vs. VIS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIDU

FIDU Risk / Return Rank: 59
FIDU Sharpe Ratio Rank: 60
FIDU Sortino Ratio Rank: 59
FIDU Omega Ratio Rank: 54
FIDU Calmar Ratio Rank: 57
FIDU Martin Ratio Rank: 63

VIS

VIS Risk / Return Rank: 59
VIS Sharpe Ratio Rank: 60
VIS Sortino Ratio Rank: 59
VIS Omega Ratio Rank: 54
VIS Calmar Ratio Rank: 56
VIS Martin Ratio Rank: 64

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.

FIDU vs. VIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Industrials Index ETF (FIDU) and Vanguard Industrials ETF (VIS). 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.

	FIDU	VIS	Difference
Sharpe ratio: Return per unit of total volatility	1.93	1.93	0.00
Sortino ratio: Return per unit of downside risk	2.70	2.71	0.00
Omega ratio: Gain probability vs. loss probability	1.33	1.33	0.00
Calmar ratio: Return relative to maximum drawdown	2.72	2.71	+0.01
Martin ratio: Return relative to average drawdown	11.20	11.22	-0.01

FIDU vs. VIS - Sharpe Ratio Comparison

The current FIDU Sharpe Ratio is 1.93, which is comparable to the VIS Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of FIDU and VIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FIDU vs. VIS - Drawdown Comparison

The maximum FIDU drawdown since its inception was -42.31%, smaller than the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for FIDU and VIS.

Drawdown Indicators

	FIDU	VIS	Difference
Max Drawdown Largest peak-to-trough decline	-42.31%	-63.51%	+21.20%
Max Drawdown (1Y) Largest decline over 1 year	-12.23%	-12.29%	+0.06%
Max Drawdown (3Y) Largest decline over 3 years	-20.52%	-20.80%	+0.28%
Max Drawdown (5Y) Largest decline over 5 years	-22.87%	-22.96%	+0.09%
Max Drawdown (10Y) Largest decline over 10 years	-42.31%	-42.42%	+0.11%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-4.79%	-8.36%	+3.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.97%	2.96%	+0.01%

Volatility

FIDU vs. VIS - Volatility Comparison

Fidelity MSCI Industrials Index ETF (FIDU) and Vanguard Industrials ETF (VIS) have volatilities of 6.07% and 6.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FIDU	VIS	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.07%	6.13%	-0.06%
Volatility (6M) Calculated over the trailing 6-month period	14.15%	14.16%	-0.01%
Volatility (1Y) Calculated over the trailing 1-year period	17.29%	17.26%	+0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.37%	18.47%	-0.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.37%	20.50%	-0.13%

FIDU vs. VIS - Expense Ratio Comparison

FIDU has a 0.08% expense ratio, which is lower than VIS's 0.09% 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. VIS - Dividend Comparison

FIDU's dividend yield for the trailing twelve months is around 0.92%, more than VIS's 0.85% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIDU Fidelity MSCI Industrials Index ETF	0.92%	1.02%	1.42%	1.42%	1.48%	1.12%	1.28%	1.73%	1.99%	1.60%	1.63%	1.98%
VIS Vanguard Industrials ETF	0.85%	1.01%	1.23%	1.36%	1.52%	1.11%	1.38%	1.68%	1.90%	1.60%	1.81%	1.94%

Frequently Asked Questions

Can I hold both FIDU and VIS in my portfolio?

With a correlation of 1.00, FIDU and VIS 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.

Which is riskier, FIDU or VIS?

VIS has higher volatility (6.13%) compared to FIDU (6.07%). In terms of maximum drawdown, FIDU dropped -42.31% vs VIS's -63.51%.

Which ETF is better, FIDU or VIS?

On 10-year performance, FIDU leads with 15.01% vs 14.85% for VIS. On fees, FIDU is cheaper at 0.08% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, FIDU or VIS?

Over the 10-year period, FIDU has performed better with a 15.01% return vs 14.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, FIDU or VIS?

FIDU is cheaper with a 0.08% expense ratio, compared with 0.09% for VIS.

Which ETF pays a higher dividend yield, FIDU or VIS?

FIDU has the higher dividend yield at 0.92%, compared with 0.85% for VIS.

What is the main difference between FIDU and VIS?

FIDU tracks MSCI USA IMI Industrials Index, while VIS tracks MSCI US Investable Market Industrials 25/50 Index. They also come from different issuers: Fidelity and Vanguard. Their fees differ too: 0.08% for FIDU and 0.09% for VIS.

Which has better risk-adjusted returns?

VIS currently has the higher Sharpe Ratio (1.93 vs 1.93), 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.