FIDU vs BSVO
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).
FIDU vs BSVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.40B
BSVO
$2.40B
Expense Ratio
Winner
FIDU
0.08%
BSVO
0.45%
Max Drawdown
FIDU
42.69%
Winner
BSVO
29.80%
Sharpe Ratio
FIDU
0.94
Winner
BSVO
1.80
5Y Beta
FIDU
0.96
Winner
BSVO
0.95
P/E Ratio
Winner
FIDU
37.26
BSVO
144.78
Forward P/E
FIDU
26.91
Winner
BSVO
10.68
5Y Dividends CAGR
FIDU
8.98%
BSVO
N/A
5Y EPS CAGR
FIDU
12.18%
BSVO
N/A
Debt to Equity
Winner
FIDU
66.02%
BSVO
138.50%
P/S Ratio
FIDU
2.80
Winner
BSVO
0.62
P/B Ratio
FIDU
6.62
Winner
BSVO
1.23
FIDU vs BSVO - Holdings Comparison
FIDU and BSVO have 28 common holdings. Overlap is 0.33%
FIDU's top 25 holdings weight is 47.25%. BSVO's top 25 holdings weight is 16.02%.
| Rank | FIDU | BSVO |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.99% | VICTORIA'S SECRET & CO (VSXY) - 1.01% |
| #2 | GE AEROSPACE (GE) - 5.30% | VIASAT INC (VSAT) - 0.79% |
| #3 | GE VERNOVA INC (GEV) - 4.01% | ENOVA INTERNATIONAL INC (ENVA) - 0.78% |
| #4 | RTX CORP (RTX) - 3.71% | INTERNATIONAL SEAWAYS INC (INSW) - 0.77% |
| #5 | UNION PACIFIC CORP (UNP) - 2.41% | SCORPIO TANKERS INC (STNG) - 0.73% |
| #6 | BOEING CO (BA) - 2.29% | TUTOR PERINI CORP (TPC) - 0.70% |
| #7 | EATON CORP PLC (ETN) - 2.26% | PAR PACIFIC HOLDINGS INC (PARR) - 0.70% |
| #8 | DEERE & CO (DE) - 2.02% | CALLAWAY GOLF CO (CALY) - 0.70% |
| #9 | UBER TECHNOLOGIES INC (UBER) - 1.82% | WESBANCO INC (WSBC) - 0.69% |
| #10 | PARKER HANNIFIN CORP (PH) - 1.69% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.69% |
| #11 | HOWMET AEROSPACE INC (HWM) - 1.58% | FIRST FINANCIAL BANCORP (FFBC) - 0.66% |
| #12 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.56% | BANKUNITED INC (BKU) - 0.66% |
| #13 | LOCKHEED MARTIN CORP (LMT) - 1.50% | n/a (HG) - 0.66% |
| #14 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.50% | RENASANT CORP (RNST) - 0.64% |
| #15 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.40% | PATTERSON-UTI ENERGY INC (PTEN) - 0.64% |
| #16 | QUANTA SERVICES INC (PWR) - 1.37% | HELMERICH & PAYNE INC (HP) - 0.64% |
| #17 | WASTE MANAGEMENT INC (WM) - 1.32% | NETSCOUT SYSTEMS INC (NTCT) - 0.62% |
| #18 | CSX CORP (CSX) - 1.30% | UNITED NATURAL FOODS INC (UNFI) - 0.61% |
| #19 | CUMMINS INC (CMI) - 1.30% | PHINIA INC (PHIN) - 0.61% |
| #20 | n/a (JCI) - 1.23% | BANC OF CALIFORNIA INC (BANC) - 0.61% |
| #21 | VERISK ANALYTICS INC (VRSK) - 0.35% | PEDIATRIX MEDICAL GROUP INC (MD) - 0.43% |
| #22 | COPART INC (CPRT) - 0.34% | LCI INDUSTRIES INC (LCII) - 0.43% |
| #23 | WOODWARD INC (WWD) - 0.34% | n/a (SPHR) - 0.42% |
| #24 | XPO INC (XPO) - 0.33% | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.42% |
| #25 | n/a (EXPD) - 0.33% | ENCORE CAPITAL GROUP INC (ECPG) - 0.41% |
| Total Holdings | 326 | 598 |
FIDU vs BSVO - Historical Returns
Returns include dividend reinvestment.
1M
FIDU
-2.99%
Winner
BSVO
+4.50%
3M
FIDU
+3.01%
Winner
BSVO
+8.98%
6M
FIDU
+6.93%
Winner
BSVO
+16.58%
1Y
FIDU
+21.55%
Winner
BSVO
+41.96%
5Y(CAGR)
FIDU
+13.34%
BSVO
N/A
10Y(CAGR)
FIDU
+13.91%
BSVO
N/A
Max(CAGR)
FIDU
+12.66%
Winner
BSVO
+18.68%
FIDU vs BSVO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | BSVO |
|---|---|---|
| 2026 | +13.77% | +26.40% |
| 2025 | +19.17% | +9.58% |
| 2024 | +17.74% | +4.97% |
| 2023 | +22.28% | +22.41% |
| 2022 | -7.83% | N/A |
| 2021 | +23.98% | N/A |
| 2020 | +11.93% | N/A |
| 2019 | +30.46% | N/A |
| 2018 | -14.44% | N/A |
| 2017 | +21.32% | N/A |
| 2016 | +22.33% | N/A |
| 2015 | -3.22% | N/A |
| 2014 | +8.05% | N/A |
| 2013 | +7.91% | N/A |
FIDU vs BSVO Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The current FIDU drawdown is -4.37%. The current BSVO drawdown is -0.41%.
| Rank | FIDU | BSVO |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -28.66% Nov 25, 2024 - Dec 3, 2025 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -11.59% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -10.18% Mar 14, 2023 - Jun 7, 2023 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -8.45% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -8.31% Feb 6, 2026 - Apr 9, 2026 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -4.27% Jun 7, 2023 - Jul 11, 2023 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -3.89% May 6, 2026 - Jun 2, 2026 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -3.85% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -3.41% Jun 12, 2026 - Jun 26, 2026 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -2.59% Jan 22, 2026 - Feb 2, 2026 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -2.49% Jul 17, 2024 - Jul 23, 2024 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -2.22% Jun 30, 2026 - Jul 15, 2026 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -2.21% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between FIDU and BSVO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2013 - 2026)
FIDU vs BSVO dividend yield comparison.
| Year | FIDU | BSVO |
|---|---|---|
| 2026 | 0.50% | 0.00% |
| 2025 | 1.02% | 1.52% |
| 2024 | 1.42% | 1.61% |
| 2023 | 1.42% | 1.43% |
| 2022 | 1.48% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.28% | 0.00% |
| 2019 | 1.73% | 0.00% |
| 2018 | 1.99% | 0.00% |
| 2017 | 1.60% | 0.00% |
| 2016 | 1.63% | 0.00% |
| 2015 | 1.98% | 0.00% |
| 2014 | 1.55% | 0.00% |
| 2013 | 0.31% | 0.00% |
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