FIDU vs. VTI

Last updated Jun 4, 2026

FIDU (Fidelity MSCI Industrials Index ETF) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - FIDU is a Industrials Equities fund tracking the MSCI USA IMI Industrials Index, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, FIDU returned 14.31%/yr vs 15.05%/yr for VTI. Their correlation of 0.85 suggests significant overlap in exposure. FIDU charges 0.08%/yr vs 0.03%/yr for VTI.

Performance

FIDU vs. VTI - Performance Comparison

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

Returns By Period

In the year-to-date period, FIDU achieves a 14.93% return, which is significantly higher than VTI's 11.20% return. Over the past 10 years, FIDU has underperformed VTI with an annualized return of 14.31%, while VTI has yielded a comparatively higher 15.05% annualized 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%

VTI

• 1D: -0.72%
• 1M: 4.99%
• YTD: 11.20%
• 6M: 11.09%
• 1Y: 28.18%
• 3Y*: 22.07%
• 5Y*: 12.69%
• 10Y*: 15.05%

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

FIDU vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIDU Fidelity MSCI Industrials Index ETF	14.93%	18.61%	16.51%	22.62%	-8.36%	20.96%	13.72%	30.69%	-13.85%	22.22%
VTI Vanguard Total Stock Market ETF	11.20%	17.10%	23.81%	26.05%	-19.52%	25.68%	21.08%	30.67%	-5.23%	21.21%

Correlation

The correlation between FIDU and VTI is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (3Y) Calculated over the trailing 3-year period	0.81
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (10Y) Calculated over the trailing 10-year period	0.84
Correlation (All Time) Calculated using the full available price history since Oct 25, 2013	0.85

The correlation between FIDU and VTI shifts across timeframes, from 0.75 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.

FIDU vs. VTI - Sectors Allocation Comparison

Sectors	FIDU	VTI
Industrials	92.1%	9.8%
Technology	6.4%	33.5%
Consumer Cyclical	1.0%	10.0%
Basic Materials	0.2%	2.0%
Financial Services	0.2%	12.0%
Utilities	0.1%	2.3%
Communication Services	0.0%	10.3%
Energy	0.0%	3.7%
Healthcare	0.0%	9.2%
Consumer Defensive	-	4.7%
Real Estate	-	2.4%

Return for Risk

FIDU vs. VTI — Risk / Return Rank

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

FIDU

FIDU Risk / Return Rank: 46
FIDU Sharpe Ratio Rank: 46
FIDU Sortino Ratio Rank: 47
FIDU Omega Ratio Rank: 43
FIDU Calmar Ratio Rank: 44
FIDU Martin Ratio Rank: 52

VTI

VTI Risk / Return Rank: 68
VTI Sharpe Ratio Rank: 69
VTI Sortino Ratio Rank: 68
VTI Omega Ratio Rank: 67
VTI Calmar Ratio Rank: 62
VTI Martin Ratio Rank: 75

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. VTI - Risk-Adjusted Trends 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.

	FIDU	VTI	Difference
Sharpe ratio: Return per unit of total volatility	1.64	2.33	-0.69
Sortino ratio: Return per unit of downside risk	2.37	3.18	-0.82
Omega ratio: Gain probability vs. loss probability	1.28	1.42	-0.14
Calmar ratio: Return relative to maximum drawdown	2.20	3.17	-0.97
Martin ratio: Return relative to average drawdown	9.09	14.62	-5.53
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FIDU vs. VTI - Sharpe Ratio Comparison

The current FIDU Sharpe Ratio is 1.64, which is comparable to the VTI Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of FIDU and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FIDU	VTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.64	2.33	-0.69
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	0.73	-0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	0.82	-0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.66	0.51	+0.15

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.

Drawdown Indicators

	FIDU	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-42.31%	-55.45%	+13.14%
Max Drawdown (1Y) Largest decline over 1 year	-12.23%	-8.92%	-3.31%
Max Drawdown (3Y) Largest decline over 3 years	-20.52%	-19.30%	-1.22%
Max Drawdown (5Y) Largest decline over 5 years	-22.87%	-25.36%	+2.49%
Max Drawdown (10Y) Largest decline over 10 years	-42.31%	-35.00%	-7.31%
Current Drawdown Current decline from peak	-1.27%	-0.72%	-0.55%
Average Drawdown Average peak-to-trough decline	-4.81%	-8.03%	+3.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.96%	1.93%	+1.03%

Volatility

FIDU vs. VTI - Volatility Comparison

Fidelity MSCI Industrials Index ETF (FIDU) has a higher volatility of 5.27% compared to Vanguard Total Stock Market ETF (VTI) at 2.96%. This indicates that FIDU's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FIDU	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.27%	2.96%	+2.31%
Volatility (6M) Calculated over the trailing 6-month period	13.52%	9.13%	+4.39%
Volatility (1Y) Calculated over the trailing 1-year period	16.50%	12.17%	+4.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.27%	17.40%	+0.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.31%	18.30%	+2.01%

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%.

Dividends

FIDU vs. VTI - Dividend Comparison

FIDU's dividend yield for the trailing twelve months is around 0.95%, less than VTI's 1.01% 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%
VTI Vanguard Total Stock Market ETF	1.01%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both FIDU and VTI in my portfolio?

FIDU and VTI have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FIDU or VTI?

FIDU has higher volatility (5.27%) compared to VTI (2.96%). In terms of maximum drawdown, FIDU dropped -42.31% vs VTI's -55.45%.

Which ETF is better, FIDU or VTI?

On 10-year performance, VTI leads with 15.05% vs 14.31% for FIDU. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 2.96%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, FIDU or VTI?

Over the 10-year period, VTI has performed better with a 15.05% return vs 14.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, FIDU or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.08% for FIDU.

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

VTI has the higher dividend yield at 1.01%, compared with 0.95% for FIDU.

What is the main difference between FIDU and VTI?

FIDU is categorized as Industrials Equities, while VTI is Large Cap Blend Equities. FIDU tracks MSCI USA IMI Industrials Index, while VTI tracks CRSP US Total Market Index. They also come from different issuers: Fidelity and Vanguard. Their fees differ too: 0.08% for FIDU and 0.03% for VTI.

Which has better risk-adjusted returns?

VTI currently has the higher Sharpe Ratio (2.33 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.