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FIDU vs GOF

Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and Guggenheim Strategic Opportunities Fund (GOF, ETF).

5-Year PerformanceFIDU has outperformed GOF, delivering a return of +12.7% compared to +0.9%

FIDU vs GOF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FIDU
$2.10B
Winner
GOF
$2.20B
Expense Ratio
FIDU
0.08%
GOF
N/A
Max Drawdown
Winner
FIDU
42.69%
GOF
62.51%
Sharpe Ratio
Winner
FIDU
1.27
GOF
-0.82
5Y Beta
FIDU
0.95
Winner
GOF
0.46
P/E Ratio
FIDU
36.85
GOF
N/A
Forward P/E
FIDU
25.80
GOF
N/A
5Y Dividends CAGR
Winner
FIDU
7.96%
GOF
1.61%
5Y EPS CAGR
FIDU
11.74%
GOF
N/A
Debt to Equity
FIDU
72.98%
GOF
N/A
P/S Ratio
FIDU
2.66
GOF
N/A
P/B Ratio
FIDU
6.39
GOF
N/A

FIDU vs GOF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FIDU
+0.67%
GOF
-2.10%
3M
Winner
FIDU
+2.55%
GOF
-1.81%
6M
Winner
FIDU
+14.57%
GOF
-0.05%
1Y
Winner
FIDU
+26.36%
GOF
-12.23%
5Y(CAGR)
Winner
FIDU
+12.70%
GOF
+0.90%
10Y(CAGR)
Winner
FIDU
+14.17%
GOF
+7.95%
Max(CAGR)
Winner
FIDU
+12.67%
GOF
+8.96%

FIDU vs GOF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFIDUGOF
2026+12.15%-6.85%
2025+19.17%-2.26%
2024+17.74%+35.95%
2023+22.28%-6.08%
2022-7.83%-7.87%
2021+23.98%+5.48%
2020+11.93%+19.41%
2019+30.46%+7.01%
2018-14.44%-5.73%
2017+21.32%+21.67%
2016+22.33%+27.00%
2015-3.22%-10.87%
2014+8.05%+7.82%
2013+7.91%+7.69%
2012N/A+13.80%
2011N/A+12.74%
2010N/A+29.54%
2009N/A+79.15%
2008N/A-34.32%
2007N/A-8.49%

FIDU vs GOF Drawdown Comparison

The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.

The current FIDU drawdown is -1.69%. The current GOF drawdown is -17.74%.

RankFIDUGOF
#1-42.29%
Feb 12, 2020 - Nov 9, 2020
-54.69%
Jul 31, 2007 - Sep 9, 2009
#2-24.52%
Sep 21, 2018 - Jul 16, 2019
-38.45%
Aug 8, 2019 - Aug 12, 2020
#3-22.86%
Nov 16, 2021 - Jun 29, 2023
-32.32%
Aug 6, 2021 - Jun 28, 2024
#4-20.53%
Nov 29, 2024 - Jun 26, 2025
-23.55%
May 14, 2015 - Jul 29, 2016
#5-16.19%
Mar 2, 2015 - Apr 26, 2016
-23.24%
Oct 1, 2025 - Mar 27, 2026
#6-12.97%
Aug 1, 2023 - Dec 11, 2023
-21.18%
May 31, 2011 - Jan 25, 2012
#7-12.23%
Mar 2, 2026 - May 6, 2026
-19.35%
Sep 13, 2018 - Jun 13, 2019
#8-11.25%
Jun 9, 2014 - Nov 6, 2014
-14.82%
Apr 26, 2010 - Aug 4, 2010
#9-11.11%
Jan 26, 2018 - Sep 18, 2018
-13.58%
Mar 24, 2025 - Aug 27, 2025
#10-7.70%
Jul 24, 2019 - Sep 13, 2019
-12.07%
Apr 16, 2021 - Jun 10, 2021
#11-7.31%
Jan 15, 2014 - Mar 4, 2014
-11.87%
Oct 5, 2012 - Jan 10, 2013
#12-6.60%
Jun 8, 2016 - Jul 8, 2016
-11.79%
May 10, 2013 - May 22, 2014
#13-6.54%
Jul 16, 2024 - Aug 23, 2024
-11.54%
Nov 8, 2010 - Feb 7, 2011
#14-6.38%
Aug 11, 2021 - Oct 21, 2021
-10.00%
Jan 11, 2018 - May 14, 2018
#15-6.37%
Jan 12, 2021 - Feb 9, 2021
-8.55%
Nov 1, 2016 - Dec 6, 2016

Correlation

Correlation between FIDU and GOF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2007 - 2026)

FIDU vs GOF dividend yield comparison.

YearFIDUGOF
20260.28%8.27%
20251.02%16.97%
20241.42%14.32%
20231.42%17.07%
20221.48%14.36%
20211.12%11.93%
20201.28%11.26%
20191.73%12.08%
20181.99%11.96%
20171.60%10.13%
20161.63%11.13%
20151.98%12.98%
20141.55%10.46%
20130.31%9.98%
20120.00%8.67%
20110.00%8.98%
20100.00%9.42%
20090.00%11.00%
20080.00%17.84%
20070.00%3.21%

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