FIDU vs DES
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceFIDU has outperformed DES, delivering a return of +12.7% compared to +6.0%
FIDU vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.10B
DES
$2.10B
Expense Ratio
Winner
FIDU
0.08%
DES
0.38%
Max Drawdown
Winner
FIDU
42.69%
DES
68.10%
Sharpe Ratio
FIDU
1.27
Winner
DES
1.31
5Y Beta
FIDU
0.95
Winner
DES
0.83
P/E Ratio
FIDU
36.85
Winner
DES
19.64
Forward P/E
FIDU
25.80
Winner
DES
13.48
5Y Dividends CAGR
Winner
FIDU
7.96%
DES
5.94%
5Y EPS CAGR
Winner
FIDU
11.74%
DES
8.18%
Debt to Equity
Winner
FIDU
72.98%
DES
78.19%
P/S Ratio
FIDU
2.66
Winner
DES
1.06
P/B Ratio
FIDU
6.39
Winner
DES
1.65
FIDU vs DES - Holdings Comparison
FIDU and DES have 52 common holdings. Overlap is 1.66%
FIDU's top 25 holdings weight is 47.27%. DES's top 25 holdings weight is 18.96%.
| Rank | FIDU | DES |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 6.05% | KODIAK GAS SERVICES INC (KGS) - 1.21% |
| #2 | GE AEROSPACE (GE) - 4.72% | TFS FINANCIAL CORP (TFSL) - 1.11% |
| #3 | GE VERNOVA INC (GEV) - 4.13% | EPR PROPERTIES (EPR) - 1.10% |
| #4 | RTX CORP (RTX) - 3.41% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.94% |
| #5 | BOEING CO (BA) - 2.44% | PATTERSON-UTI ENERGY INC (PTEN) - 0.92% |
| #6 | UNION PACIFIC CORP (UNP) - 2.29% | OUTFRONT MEDIA INC (OUT) - 0.91% |
| #7 | EATON CORP PLC (ETN) - 2.23% | SONOCO PRODUCTS CO (SON) - 0.91% |
| #8 | HONEYWELL INTERNATIONAL INC (HON) - 2.09% | CAL-MAINE FOODS INC (CALM) - 0.87% |
| #9 | UBER TECHNOLOGIES INC (UBER) - 1.97% | ARCHROCK INC (AROC) - 0.85% |
| #10 | DEERE & CO (DE) - 1.93% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.83% |
| #11 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.67% | AVNET INC (AVT) - 0.81% |
| #12 | LOCKHEED MARTIN CORP (LMT) - 1.58% | n/a (HASI) - 0.79% |
| #13 | QUANTA SERVICES INC (PWR) - 1.57% | TRAVEL&LEISURE CO (TNL) - 0.76% |
| #14 | PARKER HANNIFIN CORP (PH) - 1.56% | n/a (CRC) - 0.75% |
| #15 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.46% | FIRST BANCORP (FBP) - 0.73% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.42% | AMERICOLD REALTY TRUST INC (COLD) - 0.68% |
| #17 | CUMMINS INC (CMI) - 1.31% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% |
| #18 | FEDEX CORP (FDX) - 1.27% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.63% |
| #19 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% | AVISTA CORP (AVA) - 0.63% |
| #20 | CSX CORP (CSX) - 1.23% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.61% |
| #21 | XPO INC (XPO) - 0.35% | CACTUS INC CLASS A (WHD) - 0.54% |
| #22 | VERISK ANALYTICS INC (VRSK) - 0.34% | RENASANT CORP (RNST) - 0.54% |
| #23 | STERLING INFRASTRUCTURE INC (STRL) - 0.34% | KOHL'S CORP (KSS) - 0.40% |
| #24 | ATI INC (ATI) - 0.33% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.40% |
| #25 | CARPENTER TECHNOLOGY CORP (CRS) - 0.32% | SENSIENT TECHNOLOGIES CORP (SXT) - 0.39% |
| Total Holdings | 321 | 481 |
FIDU vs DES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FIDU
+0.67%
DES
-0.48%
3M
FIDU
+2.55%
Winner
DES
+5.43%
6M
FIDU
+14.57%
Winner
DES
+14.98%
1Y
FIDU
+26.36%
Winner
DES
+26.89%
5Y(CAGR)
Winner
FIDU
+12.70%
DES
+6.02%
10Y(CAGR)
Winner
FIDU
+14.17%
DES
+7.97%
Max(CAGR)
Winner
FIDU
+12.67%
DES
+7.67%
FIDU vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | DES |
|---|---|---|
| 2026 | +12.15% | +15.06% |
| 2025 | +19.17% | +0.96% |
| 2024 | +17.74% | +9.71% |
| 2023 | +22.28% | +16.28% |
| 2022 | -7.83% | -11.65% |
| 2021 | +23.98% | +27.88% |
| 2020 | +11.93% | -3.69% |
| 2019 | +30.46% | +19.33% |
| 2018 | -14.44% | -13.42% |
| 2017 | +21.32% | +8.08% |
| 2016 | +22.33% | +33.60% |
| 2015 | -3.22% | -5.29% |
| 2014 | +8.05% | +8.94% |
| 2013 | +7.91% | +32.90% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
FIDU vs DES Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current FIDU drawdown is -1.69%. The current DES drawdown is -1.16%.
| Rank | FIDU | DES |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between FIDU and DES is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
FIDU vs DES dividend yield comparison.
| Year | FIDU | DES |
|---|---|---|
| 2026 | 0.28% | 0.56% |
| 2025 | 1.02% | 2.85% |
| 2024 | 1.42% | 2.81% |
| 2023 | 1.42% | 2.65% |
| 2022 | 1.48% | 2.89% |
| 2021 | 1.12% | 2.31% |
| 2020 | 1.28% | 2.75% |
| 2019 | 1.73% | 2.68% |
| 2018 | 1.99% | 3.65% |
| 2017 | 1.60% | 2.89% |
| 2016 | 1.63% | 2.70% |
| 2015 | 1.98% | 3.09% |
| 2014 | 1.55% | 2.68% |
| 2013 | 0.31% | 2.45% |
| 2012 | 0.00% | 4.04% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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