FIDU vs DFSU
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
FIDU vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.30B
DFSU
$2.30B
Expense Ratio
Winner
FIDU
0.08%
DFSU
0.15%
Max Drawdown
FIDU
42.69%
Winner
DFSU
20.33%
Sharpe Ratio
FIDU
0.93
Winner
DFSU
1.11
5Y Beta
Winner
FIDU
0.97
DFSU
0.98
P/E Ratio
FIDU
36.97
Winner
DFSU
23.91
Forward P/E
FIDU
26.60
Winner
DFSU
19.23
5Y Dividends CAGR
FIDU
8.98%
DFSU
N/A
5Y EPS CAGR
FIDU
11.53%
Winner
DFSU
25.99%
Debt to Equity
FIDU
74.13%
DFSU
N/A
P/S Ratio
FIDU
2.83
Winner
DFSU
2.39
P/B Ratio
FIDU
6.63
Winner
DFSU
4.64
FIDU vs DFSU - Holdings Comparison
FIDU and DFSU have 240 common holdings. Overlap is 7.01%
FIDU's top 25 holdings weight is 47.34%. DFSU's top 25 holdings weight is 39.72%.
| Rank | FIDU | DFSU |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.45% | NVIDIA CORP (NVDA) - 6.92% |
| #2 | GE AEROSPACE (GE) - 5.22% | APPLE INC (AAPL) - 6.25% |
| #3 | RTX CORP (RTX) - 4.10% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #4 | GE VERNOVA INC (GEV) - 3.83% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | EATON CORP PLC (ETN) - 2.44% | MICROSOFT CORP (MSFT) - 2.50% |
| #6 | UNION PACIFIC CORP (UNP) - 2.39% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #7 | BOEING CO (BA) - 2.36% | ALPHABET INC CLASS C (GOOG) - 2.16% |
| #8 | DEERE & CO (DE) - 2.06% | BROADCOM INC (AVGO) - 2.01% |
| #9 | PARKER HANNIFIN CORP (PH) - 1.85% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 1.84% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | LOCKHEED MARTIN CORP (LMT) - 1.72% | TESLA INC (TSLA) - 1.01% |
| #12 | HOWMET AEROSPACE INC (HWM) - 1.54% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #13 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.48% | VISA INC CLASS A (V) - 0.86% |
| #14 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.45% | ABBVIE INC (ABBV) - 0.79% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #16 | QUANTA SERVICES INC (PWR) - 1.39% | THE HOME DEPOT INC (HD) - 0.73% |
| #17 | 3M CO (MMM) - 1.32% | NETFLIX INC (NFLX) - 0.73% |
| #18 | n/a (JCI) - 1.28% | WALMART INC (WMT) - 0.65% |
| #19 | CSX CORP (CSX) - 1.27% | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% |
| #20 | EMERSON ELECTRIC CO (EMR) - 1.26% | COCA-COLA CO (KO) - 0.52% |
| #21 | n/a (EXPD) - 0.34% | n/a (EXPD) - 0.30% |
| #22 | CARPENTER TECHNOLOGY CORP (CRS) - 0.34% | AFLAC INC (AFL) - 0.24% |
| #23 | VERALTO CORP (VLTO) - 0.33% | THE CIGNA GROUP (CI) - 0.24% |
| #24 | XPO INC (XPO) - 0.33% | APPLIED MATERIALS INC (AMAT) - 0.24% |
| #25 | VERISK ANALYTICS INC (VRSK) - 0.32% | SLB LTD (SLB) - 0.24% |
| Total Holdings | 326 | 1845 |
FIDU vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
FIDU
+0.39%
Winner
DFSU
+2.31%
3M
FIDU
+3.78%
Winner
DFSU
+5.39%
6M
FIDU
+1.24%
Winner
DFSU
+10.17%
1Y
Winner
FIDU
+21.37%
DFSU
+19.89%
5Y(CAGR)
FIDU
+13.62%
DFSU
N/A
10Y(CAGR)
FIDU
+13.79%
DFSU
N/A
Max(CAGR)
FIDU
+12.61%
Winner
DFSU
+20.24%
FIDU vs DFSU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | DFSU |
|---|---|---|
| 2026 | +14.21% | +11.22% |
| 2025 | +19.17% | +15.92% |
| 2024 | +17.74% | +23.88% |
| 2023 | +22.28% | +26.67% |
| 2022 | -7.83% | +0.65% |
| 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 DFSU Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current FIDU drawdown is -4.00%. The current DFSU drawdown is -1.61%.
| Rank | FIDU | DFSU |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -3.48% Jun 4, 2026 - Jul 1, 2026 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between FIDU and DFSU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
FIDU vs DFSU dividend yield comparison.
| Year | FIDU | DFSU |
|---|---|---|
| 2026 | 0.50% | 0.42% |
| 2025 | 1.02% | 0.85% |
| 2024 | 1.42% | 0.96% |
| 2023 | 1.42% | 1.03% |
| 2022 | 1.48% | 0.21% |
| 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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