XLI vs. FIDU
Compare and contrast key facts about Industrial Select Sector SPDR Fund (XLI) and Fidelity MSCI Industrials Index ETF (FIDU).
XLI and FIDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLI is a passively managed fund by State Street that tracks the performance of the Industrial Select Sector Index. It was launched on Dec 16, 1998. 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 XLI 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLI or FIDU.
Performance
XLI vs. FIDU - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with XLI having a 23.23% return and FIDU slightly lower at 22.74%. Both investments have delivered pretty close results over the past 10 years, with XLI having a 11.47% annualized return and FIDU not far ahead at 11.78%.
XLI
23.23%
-0.10%
11.74%
34.59%
12.95%
11.47%
FIDU
22.74%
0.53%
11.45%
34.10%
13.79%
11.78%
Key characteristics
| XLI | FIDU | |
|---|---|---|
| Sharpe Ratio | 2.59 | 2.44 |
| Sortino Ratio | 3.68 | 3.41 |
| Omega Ratio | 1.46 | 1.42 |
| Calmar Ratio | 5.85 | 5.35 |
| Martin Ratio | 18.22 | 15.95 |
| Ulcer Index | 1.90% | 2.19% |
| Daily Std Dev | 13.36% | 14.37% |
| Max Drawdown | -62.26% | -42.31% |
| Current Drawdown | -2.85% | -3.25% |
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XLI vs. FIDU - Expense Ratio Comparison
XLI has a 0.13% expense ratio, which is higher than FIDU's 0.08% 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%.
Correlation
The correlation between XLI and FIDU is 0.99, 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.
Risk-Adjusted Performance
XLI vs. FIDU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Industrial Select Sector SPDR Fund (XLI) 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.
Dividends
XLI vs. FIDU - Dividend Comparison
XLI's dividend yield for the trailing twelve months is around 1.32%, more than FIDU's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLI Industrial Select Sector SPDR Fund | 1.32% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% | 1.68% |
FIDU Fidelity MSCI Industrials Index ETF | 1.20% | 1.42% | 1.48% | 1.12% | 1.28% | 1.73% | 1.99% | 1.60% | 1.63% | 1.98% | 1.55% | 0.31% |
Drawdowns
XLI vs. FIDU - Drawdown Comparison
The maximum XLI drawdown since its inception was -62.26%, which is greater than FIDU's maximum drawdown of -42.31%. Use the drawdown chart below to compare losses from any high point for XLI and FIDU. For additional features, visit the drawdowns tool.
Volatility
XLI vs. FIDU - Volatility Comparison
Industrial Select Sector SPDR Fund (XLI) and Fidelity MSCI Industrials Index ETF (FIDU) have volatilities of 5.36% and 5.52%, 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.