FIDU vs. VTI
Compare and contrast key facts about Fidelity MSCI Industrials Index ETF (FIDU) and Vanguard Total Stock Market ETF (VTI).
FIDU and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both FIDU and VTI 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 VTI.
Key characteristics
| FIDU | VTI | |
|---|---|---|
| YTD Return | 7.84% | 7.25% |
| 1Y Return | 29.94% | 28.09% |
| 3Y Return (Ann) | 7.88% | 7.12% |
| 5Y Return (Ann) | 12.09% | 12.77% |
| 10Y Return (Ann) | 11.02% | 12.09% |
| Sharpe Ratio | 2.05 | 2.25 |
| Daily Std Dev | 13.76% | 12.05% |
| Max Drawdown | -42.31% | -55.45% |
| Current Drawdown | -2.91% | -2.45% |
Correlation
The correlation between FIDU and VTI is 0.87, 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. VTI - Performance Comparison
In the year-to-date period, FIDU achieves a 7.84% return, which is significantly higher than VTI's 7.25% return. Over the past 10 years, FIDU has underperformed VTI with an annualized return of 11.02%, while VTI has yielded a comparatively higher 12.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIDU vs. VTI - Expense Ratio Comparison
FIDU has a 0.08% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIDU vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Industrials Index ETF (FIDU) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
FIDU's dividend yield for the trailing twelve months is around 1.32%, less than VTI's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 1.32% | 1.42% | 1.48% | 1.12% | 1.28% | 1.73% | 1.99% | 1.60% | 1.63% | 1.98% | 1.55% | 0.31% |
VTI Vanguard Total Stock Market ETF | 1.40% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FIDU vs. VTI - Drawdown Comparison
The maximum FIDU drawdown since its inception was -42.31%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FIDU and VTI. For additional features, visit the drawdowns tool.
Volatility
FIDU vs. VTI - Volatility Comparison
The current volatility for Fidelity MSCI Industrials Index ETF (FIDU) is 3.91%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.14%. This indicates that FIDU experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.