FDIS vs IYJ
Comparison between FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF (FDIS, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).
5-Year PerformanceIYJ has outperformed FDIS, delivering a return of +8.9% compared to +5.2%
FDIS vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDIS
$1.80B
IYJ
$1.80B
Expense Ratio
Winner
FDIS
0.08%
IYJ
0.38%
Max Drawdown
Winner
FDIS
39.81%
IYJ
62.80%
Sharpe Ratio
FDIS
0.41
Winner
IYJ
0.90
5Y Beta
FDIS
1.19
Winner
IYJ
0.92
P/E Ratio
FDIS
33.25
Winner
IYJ
31.22
Forward P/E
FDIS
23.27
Winner
IYJ
23.17
5Y Dividends CAGR
Winner
FDIS
14.24%
IYJ
5.34%
5Y EPS CAGR
Winner
FDIS
16.36%
IYJ
11.95%
Debt to Equity
Winner
FDIS
-130.53%
IYJ
64.79%
P/S Ratio
Winner
FDIS
1.70
IYJ
3.10
P/B Ratio
Winner
FDIS
5.21
IYJ
6.02
FDIS vs IYJ - Holdings Comparison
FDIS and IYJ have 6 common holdings. Overlap is 0.29%
FDIS's top 25 holdings weight is 69.54%. IYJ's top 25 holdings weight is 56.75%.
| Rank | FDIS | IYJ |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 20.09% | VISA INC CLASS A (V) - 6.90% |
| #2 | TESLA INC (TSLA) - 16.64% | CATERPILLAR INC (CAT) - 5.49% |
| #3 | THE HOME DEPOT INC (HD) - 4.88% | MASTERCARD INC CLASS A (MA) - 4.92% |
| #4 | MCDONALD'S CORP (MCD) - 3.04% | GE AEROSPACE (GE) - 4.61% |
| #5 | TJX COMPANIES INC (TJX) - 2.76% | GE VERNOVA INC (GEV) - 3.51% |
| #6 | BOOKING HOLDINGS INC (BKNG) - 2.10% | RTX CORP (RTX) - 3.20% |
| #7 | LOWE'S COMPANIES INC (LOW) - 1.85% | AMERICAN EXPRESS CO (AXP) - 2.28% |
| #8 | STARBUCKS CORP (SBUX) - 1.74% | BOEING CO (BA) - 2.11% |
| #9 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.39% | EATON CORP PLC (ETN) - 1.99% |
| #10 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.26% | UNION PACIFIC CORP (UNP) - 1.91% |
| #11 | ROYAL CARIBBEAN GROUP (RCL) - 1.22% | HONEYWELL INTERNATIONAL INC (HON) - 1.80% |
| #12 | ROSS STORES INC (ROST) - 1.18% | DEERE & CO (DE) - 1.78% |
| #13 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.16% | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% |
| #14 | MERCADOLIBRE INC (MELI) - 1.16% | PARKER HANNIFIN CORP (PH) - 1.48% |
| #15 | GENERAL MOTORS CO (GM) - 1.15% | HOWMET AEROSPACE INC (HWM) - 1.41% |
| #16 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.00% | LOCKHEED MARTIN CORP (LMT) - 1.36% |
| #17 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.95% | QUANTA SERVICES INC (PWR) - 1.31% |
| #18 | FORD MOTOR CO (F) - 0.87% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31% |
| #19 | NIKE INC CLASS B (NKE) - 0.84% | CUMMINS INC (CMI) - 1.23% |
| #20 | AUTOZONE INC (AZO) - 0.80% | ACCENTURE PLC CLASS A (ACN) - 1.19% |
| #21 | EBAY INC (EBAY) - 0.78% | GENERAL DYNAMICS CORP (GD) - 1.14% |
| #22 | YUM BRANDS INC (YUM) - 0.69% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.09% |
| #23 | CARVANA CO CLASS A (CVNA) - 0.67% | n/a (JCI) - 1.09% |
| #24 | CHIPOTLE MEXICAN GRILL INC (CMG) - 0.67% | CSX CORP (CSX) - 1.06% |
| #25 | D.R. HORTON INC (DHI) - 0.65% | 3M CO (MMM) - 1.05% |
| Total Holdings | 250 | 200 |
FDIS vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
FDIS
-2.85%
Winner
IYJ
+2.69%
3M
FDIS
+5.71%
Winner
IYJ
+8.19%
6M
FDIS
-4.54%
Winner
IYJ
+6.89%
1Y
FDIS
+8.08%
Winner
IYJ
+16.33%
5Y(CAGR)
FDIS
+5.24%
Winner
IYJ
+8.86%
10Y(CAGR)
Winner
FDIS
+13.49%
IYJ
+13.05%
Max(CAGR)
Winner
FDIS
+12.51%
IYJ
+9.09%
FDIS vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | FDIS | IYJ |
|---|---|---|
| 2026 | -1.80% | +7.01% |
| 2025 | +6.93% | +12.53% |
| 2024 | +25.52% | +18.77% |
| 2023 | +41.21% | +19.58% |
| 2022 | -36.65% | -13.50% |
| 2021 | +25.74% | +19.46% |
| 2020 | +47.69% | +17.05% |
| 2019 | +26.42% | +33.83% |
| 2018 | -2.24% | -11.11% |
| 2017 | +22.33% | +24.79% |
| 2016 | +8.50% | +22.57% |
| 2015 | +7.38% | -0.32% |
| 2014 | +10.00% | +9.85% |
| 2013 | +6.47% | +38.45% |
| 2012 | N/A | +17.28% |
| 2011 | N/A | -0.58% |
| 2010 | N/A | +25.48% |
| 2009 | N/A | +24.03% |
| 2008 | N/A | -37.58% |
| 2007 | N/A | +14.10% |
| 2006 | N/A | +13.52% |
| 2005 | N/A | +6.41% |
| 2004 | N/A | +17.61% |
| 2003 | N/A | +29.55% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | -4.21% |
| 2000 | N/A | -6.08% |
FDIS vs IYJ Drawdown Comparison
The maximum drawdown for FDIS was -39.16%, occurring on Dec 28, 2022. Recovery took 754 trading sessions.
The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.
The current FDIS drawdown is -6.85%. The current IYJ drawdown is -1.60%.
| Rank | FDIS | IYJ |
|---|---|---|
| #1 | -39.16% Nov 5, 2021 - Nov 6, 2024 | -61.12% Oct 9, 2007 - Feb 1, 2011 |
| #2 | -36.29% Feb 20, 2020 - Jun 8, 2020 | -48.70% Sep 1, 2000 - Dec 1, 2005 |
| #3 | -27.43% Dec 17, 2024 - Sep 15, 2025 | -40.20% Feb 12, 2020 - Sep 2, 2020 |
| #4 | -21.81% Sep 27, 2018 - Apr 8, 2019 | -26.24% Sep 2, 2021 - Dec 14, 2023 |
| #5 | -16.68% Nov 3, 2015 - Jul 12, 2016 | -26.11% Apr 29, 2011 - Mar 13, 2012 |
| #6 | -15.50% Jan 9, 2026 - Mar 30, 2026 | -23.50% Sep 21, 2018 - Apr 5, 2019 |
| #7 | -11.37% Jul 31, 2015 - Nov 2, 2015 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -9.71% Jan 26, 2018 - Jun 6, 2018 | -14.15% May 21, 2015 - Mar 30, 2016 |
| #9 | -9.41% Sep 2, 2020 - Oct 12, 2020 | -13.10% May 9, 2006 - Dec 18, 2006 |
| #10 | -9.30% Sep 16, 2025 - Dec 15, 2025 | -11.67% Mar 19, 2012 - Sep 13, 2012 |
| #11 | -9.21% Apr 26, 2019 - Jul 3, 2019 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #12 | -9.01% Oct 13, 2020 - Nov 23, 2020 | -10.78% Jan 26, 2018 - Sep 12, 2018 |
| #13 | -8.68% Feb 8, 2021 - Apr 5, 2021 | -10.40% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -8.55% Sep 5, 2014 - Nov 12, 2014 | -9.96% Jun 9, 2014 - Oct 31, 2014 |
| #15 | -8.30% Dec 31, 2013 - Feb 27, 2014 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
Correlation
Correlation between FDIS and IYJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
FDIS vs IYJ dividend yield comparison.
| Year | FDIS | IYJ |
|---|---|---|
| 2026 | 0.39% | 0.30% |
| 2025 | 0.75% | 0.83% |
| 2024 | 0.69% | 0.88% |
| 2023 | 0.78% | 1.05% |
| 2022 | 1.00% | 1.05% |
| 2021 | 0.58% | 0.76% |
| 2020 | 0.59% | 1.74% |
| 2019 | 1.14% | 2.63% |
| 2018 | 1.29% | 2.86% |
| 2017 | 1.00% | 2.58% |
| 2016 | 1.62% | 2.77% |
| 2015 | 1.25% | 3.05% |
| 2014 | 1.01% | 2.92% |
| 2013 | 0.28% | 2.29% |
| 2012 | 0.00% | 3.32% |
| 2011 | 0.00% | 3.09% |
| 2010 | 0.00% | 3.11% |
| 2009 | 0.00% | 3.44% |
| 2008 | 0.00% | 4.63% |
| 2007 | 0.00% | 2.41% |
| 2006 | 0.00% | 2.14% |
| 2005 | 0.00% | 2.19% |
| 2004 | 0.00% | 1.64% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.19% |
| 2000 | 0.00% | 1.00% |
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