FIDU vs EPP
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceFIDU has outperformed EPP, delivering a return of +13.6% compared to +4.6%
FIDU vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.10B
EPP
$2.10B
Expense Ratio
Winner
FIDU
0.08%
EPP
0.47%
Max Drawdown
Winner
FIDU
42.69%
EPP
67.70%
Sharpe Ratio
Winner
FIDU
1.26
EPP
0.73
5Y Beta
FIDU
0.96
Winner
EPP
0.77
P/E Ratio
FIDU
34.82
EPP
N/A
Forward P/E
FIDU
25.66
EPP
N/A
5Y Dividends CAGR
FIDU
7.96%
Winner
EPP
9.78%
5Y EPS CAGR
FIDU
12.43%
EPP
N/A
Debt to Equity
FIDU
68.49%
EPP
N/A
P/S Ratio
FIDU
2.88
EPP
N/A
P/B Ratio
FIDU
6.34
EPP
N/A
FIDU vs EPP - Holdings Comparison
FIDU and EPP have 1 common holdings. Overlap is -0.87%
FIDU's top 25 holdings weight is 50.85%. EPP's top 25 holdings weight is 69.88%.
| Rank | FIDU | EPP |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.83% | BHP GROUP LTD (n/a) - 10.10% |
| #2 | GE AEROSPACE (GE) - 4.91% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.68% |
| #3 | GE VERNOVA INC (GEV) - 3.71% | AIA GROUP LTD (n/a) - 4.89% |
| #4 | RTX CORP (RTX) - 3.40% | DBS GROUP HOLDINGS LTD (n/a) - 4.51% |
| #5 | BOEING CO (BA) - 2.42% | WESTPAC BANKING CORP (n/a) - 3.93% |
| #6 | UNION PACIFIC CORP (UNP) - 2.26% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.64% |
| #7 | EATON CORP PLC (ETN) - 2.25% | ANZ GROUP HOLDINGS LTD (n/a) - 3.35% |
| #8 | HONEYWELL INTERNATIONAL INC (HON) - 2.18% | WESFARMERS LTD (n/a) - 2.88% |
| #9 | DEERE & CO (DE) - 1.91% | MACQUARIE GROUP LTD (n/a) - 2.76% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 1.90% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.67% |
| #11 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.70% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% |
| #12 | LOCKHEED MARTIN CORP (LMT) - 1.55% | RIO TINTO LTD (n/a) - 2.23% |
| #13 | PARKER HANNIFIN CORP (PH) - 1.50% | GOODMAN GROUP (n/a) - 2.01% |
| #14 | QUANTA SERVICES INC (PWR) - 1.49% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.84% |
| #15 | HOWMET AEROSPACE INC (HWM) - 1.48% | SEA LTD ADR (SE) - 1.59% |
| #16 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.44% | UNITED OVERSEAS BANK LTD (n/a) - 1.59% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.36% | TRANSURBAN GROUP (n/a) - 1.46% |
| #18 | CUMMINS INC (CMI) - 1.29% | CSL LTD (n/a) - 1.45% |
| #19 | CSX CORP (CSX) - 1.24% | WOOLWORTHS GROUP LTD (n/a) - 1.36% |
| #20 | WASTE MANAGEMENT INC (WM) - 1.24% | FORTESCUE LTD (n/a) - 1.16% |
| #21 | n/a (JCI) - 1.19% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.12% |
| #22 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.17% | QBE INSURANCE GROUP LTD (n/a) - 1.07% |
| #23 | 3M CO (MMM) - 1.15% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.06% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.15% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #25 | GENERAL DYNAMICS CORP (GD) - 1.13% | SUN HUNG KAI PROPERTIES LTD (n/a) - 0.97% |
| Total Holdings | 364 | 110 |
FIDU vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FIDU
+4.05%
EPP
-0.50%
3M
Winner
FIDU
+9.06%
EPP
+0.91%
6M
Winner
FIDU
+16.19%
EPP
+9.36%
1Y
Winner
FIDU
+29.21%
EPP
+14.59%
5Y(CAGR)
Winner
FIDU
+13.57%
EPP
+4.61%
10Y(CAGR)
Winner
FIDU
+14.57%
EPP
+7.78%
Max(CAGR)
Winner
FIDU
+12.85%
EPP
+8.91%
FIDU vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | EPP |
|---|---|---|
| 2026 | +14.88% | +6.97% |
| 2025 | +19.17% | +19.75% |
| 2024 | +17.74% | +6.00% |
| 2023 | +22.28% | +6.11% |
| 2022 | -7.83% | -6.79% |
| 2021 | +23.98% | +3.86% |
| 2020 | +11.93% | +4.97% |
| 2019 | +30.46% | +19.27% |
| 2018 | -14.44% | -11.62% |
| 2017 | +21.32% | +24.09% |
| 2016 | +22.33% | +9.01% |
| 2015 | -3.22% | -8.36% |
| 2014 | +8.05% | -1.03% |
| 2013 | +7.91% | +1.73% |
| 2012 | N/A | +22.74% |
| 2011 | N/A | -14.42% |
| 2010 | N/A | +13.87% |
| 2009 | N/A | +62.26% |
| 2008 | N/A | -47.31% |
| 2007 | N/A | +29.17% |
| 2006 | N/A | +29.68% |
| 2005 | N/A | +14.63% |
| 2004 | N/A | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
FIDU vs EPP Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current EPP drawdown is -3.82%.
| Rank | FIDU | EPP |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between FIDU and EPP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2001 - 2026)
FIDU vs EPP dividend yield comparison.
| Year | FIDU | EPP |
|---|---|---|
| 2026 | 0.27% | 1.53% |
| 2025 | 1.02% | 3.77% |
| 2024 | 1.42% | 3.81% |
| 2023 | 1.42% | 4.10% |
| 2022 | 1.48% | 4.37% |
| 2021 | 1.12% | 4.58% |
| 2020 | 1.28% | 2.28% |
| 2019 | 1.73% | 3.89% |
| 2018 | 1.99% | 5.00% |
| 2017 | 1.60% | 4.15% |
| 2016 | 1.63% | 3.96% |
| 2015 | 1.98% | 4.90% |
| 2014 | 1.55% | 4.33% |
| 2013 | 0.31% | 4.08% |
| 2012 | 0.00% | 4.21% |
| 2011 | 0.00% | 4.41% |
| 2010 | 0.00% | 3.30% |
| 2009 | 0.00% | 3.45% |
| 2008 | 0.00% | 2.39% |
| 2007 | 0.00% | 4.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 3.75% |
| 2004 | 0.00% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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