FENY vs FIDU
Comparison between FIDELITY MSCI ENERGY INDEX ETF (FENY, ETF) and FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF).
FENY is from the Energy sector, while FIDU is from the Industrials sector.
5-Year PerformanceFENY has outperformed FIDU, delivering a return of +20.0% compared to +12.7%
FENY vs FIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FENY
$2B
Winner
FIDU
$2.10B
Expense Ratio
FENY
0.08%
FIDU
0.08%
Max Drawdown
FENY
78.93%
Winner
FIDU
42.69%
Sharpe Ratio
Winner
FENY
1.76
FIDU
1.27
5Y Beta
Winner
FENY
0.58
FIDU
0.95
P/E Ratio
Winner
FENY
26.14
FIDU
36.85
Forward P/E
Winner
FENY
13.05
FIDU
25.80
5Y Dividends CAGR
Winner
FENY
9.85%
FIDU
7.96%
5Y EPS CAGR
Winner
FENY
20.22%
FIDU
11.74%
Debt to Equity
FENY
N/A
FIDU
72.98%
P/S Ratio
Winner
FENY
1.49
FIDU
2.66
P/B Ratio
Winner
FENY
2.32
FIDU
6.39
FENY vs FIDU - Holdings Comparison
FENY and FIDU have 1 common holdings. Overlap is 0.01%
FENY's top 25 holdings weight is 85.60%. FIDU's top 25 holdings weight is 47.27%.
| Rank | FENY | FIDU |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 21.11% | CATERPILLAR INC (CAT) - 6.05% |
| #2 | CHEVRON CORP (CVX) - 14.31% | GE AEROSPACE (GE) - 4.72% |
| #3 | CONOCOPHILLIPS (COP) - 5.84% | GE VERNOVA INC (GEV) - 4.13% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 3.75% | RTX CORP (RTX) - 3.41% |
| #5 | SLB LTD (SLB) - 3.49% | BOEING CO (BA) - 2.44% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 3.04% | UNION PACIFIC CORP (UNP) - 2.29% |
| #7 | VALERO ENERGY CORP (VLO) - 3.02% | EATON CORP PLC (ETN) - 2.23% |
| #8 | EOG RESOURCES INC (EOG) - 2.98% | HONEYWELL INTERNATIONAL INC (HON) - 2.09% |
| #9 | PHILLIPS 66 (PSX) - 2.83% | UBER TECHNOLOGIES INC (UBER) - 1.97% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 2.66% | DEERE & CO (DE) - 1.93% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 2.65% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.67% |
| #12 | TARGA RESOURCES CORP (TRGP) - 2.35% | LOCKHEED MARTIN CORP (LMT) - 1.58% |
| #13 | ONEOK INC (OKE) - 2.30% | QUANTA SERVICES INC (PWR) - 1.57% |
| #14 | CHENIERE ENERGY INC (LNG) - 2.07% | PARKER HANNIFIN CORP (PH) - 1.56% |
| #15 | DEVON ENERGY CORP (DVN) - 2.06% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.46% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.73% | HOWMET AEROSPACE INC (HWM) - 1.42% |
| #17 | DIAMONDBACK ENERGY INC (FANG) - 1.49% | CUMMINS INC (CMI) - 1.31% |
| #18 | EQT CORP (EQT) - 1.43% | FEDEX CORP (FDX) - 1.27% |
| #19 | HALLIBURTON CO (HAL) - 1.43% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% |
| #20 | TECHNIPFMC PLC (n/a) - 1.23% | CSX CORP (CSX) - 1.23% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 0.97% | XPO INC (XPO) - 0.35% |
| #22 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.93% | VERISK ANALYTICS INC (VRSK) - 0.34% |
| #23 | OVINTIV INC (OVV) - 0.68% | STERLING INFRASTRUCTURE INC (STRL) - 0.34% |
| #24 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.64% | ATI INC (ATI) - 0.33% |
| #25 | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.61% | CARPENTER TECHNOLOGY CORP (CRS) - 0.32% |
| Total Holdings | 100 | 321 |
FENY vs FIDU - Historical Returns
Returns include dividend reinvestment.
1M
FENY
-3.91%
Winner
FIDU
+0.67%
3M
FENY
+2.40%
Winner
FIDU
+2.55%
6M
Winner
FENY
+26.87%
FIDU
+14.57%
1Y
Winner
FENY
+45.44%
FIDU
+26.36%
5Y(CAGR)
Winner
FENY
+20.05%
FIDU
+12.70%
10Y(CAGR)
FENY
+9.12%
Winner
FIDU
+14.17%
Max(CAGR)
FENY
+5.48%
Winner
FIDU
+12.67%
FENY vs FIDU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FENY | FIDU |
|---|---|---|
| 2026 | +27.00% | +12.15% |
| 2025 | +5.86% | +19.17% |
| 2024 | +5.52% | +17.74% |
| 2023 | +4.14% | +22.28% |
| 2022 | +57.99% | -7.83% |
| 2021 | +55.08% | +23.98% |
| 2020 | -33.65% | +11.93% |
| 2019 | +6.75% | +30.46% |
| 2018 | -21.32% | -14.44% |
| 2017 | -3.58% | +21.32% |
| 2016 | +27.18% | +22.33% |
| 2015 | -23.35% | -3.22% |
| 2014 | -8.54% | +8.05% |
| 2013 | +3.69% | +7.91% |
FENY vs FIDU Drawdown Comparison
The maximum drawdown for FENY was -74.36%, occurring on Mar 18, 2020. Recovery took 1969 trading sessions.
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current FENY drawdown is -8.16%. The current FIDU drawdown is -1.69%.
| Rank | FENY | FIDU |
|---|---|---|
| #1 | -74.36% Jun 23, 2014 - Apr 18, 2022 | -42.29% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -26.59% Jun 7, 2022 - Nov 1, 2022 | -24.52% Sep 21, 2018 - Jul 16, 2019 |
| #3 | -21.47% Nov 22, 2024 - Jan 5, 2026 | -22.86% Nov 16, 2021 - Jun 29, 2023 |
| #4 | -18.50% Nov 15, 2022 - Sep 8, 2023 | -20.53% Nov 29, 2024 - Jun 26, 2025 |
| #5 | -13.42% Apr 5, 2024 - Nov 20, 2024 | -16.19% Mar 2, 2015 - Apr 26, 2016 |
| #6 | -13.04% Sep 14, 2023 - Mar 19, 2024 | -12.97% Aug 1, 2023 - Dec 11, 2023 |
| #7 | -11.78% Mar 27, 2026 - Apr 17, 2026 | -12.23% Mar 2, 2026 - May 6, 2026 |
| #8 | -9.43% Apr 18, 2022 - May 4, 2022 | -11.25% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -8.49% May 6, 2022 - May 17, 2022 | -11.11% Jan 26, 2018 - Sep 18, 2018 |
| #10 | -8.04% Dec 31, 2013 - Mar 28, 2014 | -7.70% Jul 24, 2019 - Sep 13, 2019 |
| #11 | -5.08% Nov 8, 2022 - Nov 15, 2022 | -7.31% Jan 15, 2014 - Mar 4, 2014 |
| #12 | -3.60% Nov 22, 2013 - Dec 26, 2013 | -6.60% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -3.51% Jan 5, 2026 - Jan 13, 2026 | -6.54% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -2.96% May 17, 2022 - May 23, 2022 | -6.38% Aug 11, 2021 - Oct 21, 2021 |
| #15 | -2.34% Mar 2, 2026 - Mar 12, 2026 | -6.37% Jan 12, 2021 - Feb 9, 2021 |
Correlation
Correlation between FENY and FIDU is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2013 - 2026)
FENY vs FIDU dividend yield comparison.
| Year | FENY | FIDU |
|---|---|---|
| 2026 | 0.59% | 0.28% |
| 2025 | 3.18% | 1.02% |
| 2024 | 3.05% | 1.42% |
| 2023 | 3.33% | 1.42% |
| 2022 | 3.33% | 1.48% |
| 2021 | 3.69% | 1.12% |
| 2020 | 4.60% | 1.28% |
| 2019 | 6.43% | 1.73% |
| 2018 | 3.21% | 1.99% |
| 2017 | 2.94% | 1.60% |
| 2016 | 2.29% | 1.63% |
| 2015 | 3.05% | 1.98% |
| 2014 | 1.91% | 1.55% |
| 2013 | 0.32% | 0.31% |
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