IFRA vs. FIDU
Compare and contrast key facts about iShares U.S. Infrastructure ETF (IFRA) and Fidelity MSCI Industrials Index ETF (FIDU).
IFRA and FIDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both IFRA and FIDU 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
IFRA vs. FIDU - Performance Comparison
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IFRA vs. FIDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IFRA iShares U.S. Infrastructure ETF | 9.22% | 15.90% | 17.02% | 13.42% | -3.32% | 29.81% | 7.37% | 27.00% | -8.57% |
FIDU Fidelity MSCI Industrials Index ETF | 5.22% | 18.61% | 16.51% | 22.62% | -8.36% | 20.96% | 13.72% | 30.69% | -12.96% |
Returns By Period
In the year-to-date period, IFRA achieves a 9.22% return, which is significantly higher than FIDU's 5.22% return.
IFRA
- 1D
- 1.73%
- 1M
- -4.77%
- YTD
- 9.22%
- 6M
- 9.42%
- 1Y
- 29.26%
- 3Y*
- 17.55%
- 5Y*
- 12.58%
- 10Y*
- —
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%
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IFRA vs. FIDU - Expense Ratio Comparison
IFRA has a 0.30% expense ratio, which is higher than FIDU's 0.08% expense ratio.
Return for Risk
IFRA vs. FIDU — Risk / Return Rank
IFRA
FIDU
IFRA vs. FIDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Infrastructure ETF (IFRA) and Fidelity MSCI Industrials Index ETF (FIDU). 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.
| IFRA | FIDU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 1.36 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.97 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.74 | 2.26 | +0.49 |
Martin ratioReturn relative to average drawdown | 11.75 | 8.87 | +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
| IFRA | FIDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 1.36 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.67 | +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 | 0.60 | 0.63 | -0.03 |
Correlation
The correlation between IFRA and FIDU 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
IFRA vs. FIDU - Dividend Comparison
IFRA's dividend yield for the trailing twelve months is around 1.70%, more than FIDU's 1.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
IFRA vs. FIDU - Drawdown Comparison
The maximum IFRA drawdown since its inception was -41.06%, roughly equal to the maximum FIDU drawdown of -42.31%. Use the drawdown chart below to compare losses from any high point for IFRA and FIDU.
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Drawdown Indicators
| IFRA | FIDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -42.31% | +1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -12.53% | +1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.93% | -22.87% | +2.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.31% | — |
Current DrawdownCurrent decline from peak | -5.08% | -9.23% | +4.15% |
Average DrawdownAverage peak-to-trough decline | -5.21% | -4.84% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 3.19% | -0.69% |
Volatility
IFRA vs. FIDU - Volatility Comparison
The current volatility for iShares U.S. Infrastructure ETF (IFRA) is 5.31%, while Fidelity MSCI Industrials Index ETF (FIDU) has a volatility of 7.00%. This indicates that IFRA experiences smaller price fluctuations and is considered to be less risky than FIDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFRA | FIDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 7.00% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 10.31% | 12.55% | -2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.12% | 20.44% | -3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.80% | 18.07% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.45% | 20.19% | +1.26% |