FIDU vs IHDG
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF).
5-Year PerformanceFIDU has outperformed IHDG, delivering a return of +12.7% compared to +7.5%
FIDU vs IHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.10B
Winner
IHDG
$2.20B
Expense Ratio
Winner
FIDU
0.08%
IHDG
0.58%
Max Drawdown
FIDU
42.69%
Winner
IHDG
29.24%
Sharpe Ratio
Winner
FIDU
1.27
IHDG
0.79
5Y Beta
FIDU
0.95
Winner
IHDG
0.78
P/E Ratio
FIDU
36.85
IHDG
N/A
Forward P/E
FIDU
25.80
IHDG
N/A
5Y Dividends CAGR
Winner
FIDU
7.96%
IHDG
-0.07%
5Y EPS CAGR
FIDU
11.74%
IHDG
N/A
Debt to Equity
FIDU
72.98%
IHDG
N/A
P/S Ratio
FIDU
2.66
IHDG
N/A
P/B Ratio
FIDU
6.39
IHDG
N/A
FIDU vs IHDG - Holdings Comparison
FIDU and IHDG have 1 common holdings. Overlap is 0.01%
FIDU's top 25 holdings weight is 47.27%. IHDG's top 25 holdings weight is 49.32%.
| Rank | FIDU | IHDG |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 6.05% | TOYOTA MOTOR CORP (n/a) - 4.77% |
| #2 | GE AEROSPACE (GE) - 4.72% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.36% |
| #3 | GE VERNOVA INC (GEV) - 4.13% | BP PLC (n/a) - 3.31% |
| #4 | RTX CORP (RTX) - 3.41% | n/a (n/a) - 3.27% |
| #5 | BOEING CO (BA) - 2.44% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.05% |
| #6 | UNION PACIFIC CORP (UNP) - 2.29% | ASTRAZENECA PLC (AZN:XLON) - 2.68% |
| #7 | EATON CORP PLC (ETN) - 2.23% | DEUTSCHE TELEKOM AG (n/a) - 2.61% |
| #8 | HONEYWELL INTERNATIONAL INC (HON) - 2.09% | ING GROEP NV (n/a) - 2.58% |
| #9 | UBER TECHNOLOGIES INC (UBER) - 1.97% | ASML HOLDING NV (n/a) - 2.47% |
| #10 | DEERE & CO (DE) - 1.93% | NOVO NORDISK AS CLASS B (n/a) - 2.42% |
| #11 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.67% | L'OREAL SA (n/a) - 2.19% |
| #12 | LOCKHEED MARTIN CORP (LMT) - 1.58% | GSK PLC (n/a) - 2.00% |
| #13 | QUANTA SERVICES INC (PWR) - 1.57% | VOLVO AB CLASS B (n/a) - 1.92% |
| #14 | PARKER HANNIFIN CORP (PH) - 1.56% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.81% |
| #15 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.46% | DEUTSCHE POST AG (n/a) - 1.69% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.42% | LLOYDS BANKING GROUP PLC (n/a) - 1.69% |
| #17 | CUMMINS INC (CMI) - 1.31% | TOKYO ELECTRON LTD (n/a) - 1.59% |
| #18 | FEDEX CORP (FDX) - 1.27% | ABB LTD (n/a) - 1.52% |
| #19 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% | SCHNEIDER ELECTRIC SE (n/a) - 1.43% |
| #20 | CSX CORP (CSX) - 1.23% | SAP SE (n/a) - 1.15% |
| #21 | XPO INC (XPO) - 0.35% | BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.38% |
| #22 | VERISK ANALYTICS INC (VRSK) - 0.34% | KEYENCE CORP (n/a) - 0.37% |
| #23 | STERLING INFRASTRUCTURE INC (STRL) - 0.34% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.36% |
| #24 | ATI INC (ATI) - 0.33% | FERROVIAL NV (n/a) - 0.35% |
| #25 | CARPENTER TECHNOLOGY CORP (CRS) - 0.32% | LEGRAND SA (n/a) - 0.35% |
| Total Holdings | 321 | 230 |
FIDU vs IHDG - Historical Returns
Returns include dividend reinvestment.
1M
FIDU
+0.67%
Winner
IHDG
+2.36%
3M
FIDU
+2.55%
Winner
IHDG
+3.07%
6M
Winner
FIDU
+14.57%
IHDG
+6.21%
1Y
Winner
FIDU
+26.36%
IHDG
+14.52%
5Y(CAGR)
Winner
FIDU
+12.70%
IHDG
+7.51%
10Y(CAGR)
Winner
FIDU
+14.17%
IHDG
+9.93%
Max(CAGR)
Winner
FIDU
+12.67%
IHDG
+9.27%
FIDU vs IHDG - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | IHDG |
|---|---|---|
| 2026 | +12.15% | +3.30% |
| 2025 | +19.17% | +13.42% |
| 2024 | +17.74% | +6.52% |
| 2023 | +22.28% | +17.52% |
| 2022 | -7.83% | -12.20% |
| 2021 | +23.98% | +18.41% |
| 2020 | +11.93% | +9.48% |
| 2019 | +30.46% | +33.13% |
| 2018 | -14.44% | -11.93% |
| 2017 | +21.32% | +21.15% |
| 2016 | +22.33% | +3.19% |
| 2015 | -3.22% | +11.69% |
| 2014 | +8.05% | +0.91% |
| 2013 | +7.91% | N/A |
FIDU vs IHDG Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The current FIDU drawdown is -1.69%. The current IHDG drawdown is -2.09%.
| Rank | FIDU | IHDG |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -29.24% Feb 12, 2020 - Oct 8, 2020 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -19.56% Jan 3, 2022 - Apr 27, 2023 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -18.88% Feb 18, 2025 - Oct 2, 2025 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -18.50% Aug 27, 2018 - Apr 18, 2019 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -14.86% Apr 27, 2015 - Feb 9, 2017 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -10.49% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -9.98% Jun 9, 2014 - Nov 21, 2014 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -9.32% Jul 12, 2024 - Feb 6, 2025 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -9.07% Jan 23, 2018 - Jun 14, 2018 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -7.90% Jul 31, 2023 - Nov 24, 2023 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -7.33% Sep 7, 2021 - Dec 27, 2021 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -7.12% Oct 12, 2020 - Nov 9, 2020 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -6.54% Dec 5, 2014 - Jan 22, 2015 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -5.68% Jul 29, 2019 - Sep 6, 2019 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -5.27% Apr 29, 2019 - Jul 1, 2019 |
Correlation
Correlation between FIDU and IHDG 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 IHDG dividend yield comparison.
| Year | FIDU | IHDG |
|---|---|---|
| 2026 | 0.28% | 0.08% |
| 2025 | 1.02% | 1.84% |
| 2024 | 1.42% | 2.42% |
| 2023 | 1.42% | 1.70% |
| 2022 | 1.48% | 13.79% |
| 2021 | 1.12% | 2.77% |
| 2020 | 1.28% | 1.94% |
| 2019 | 1.73% | 1.99% |
| 2018 | 1.99% | 0.22% |
| 2017 | 1.60% | 1.28% |
| 2016 | 1.63% | 1.91% |
| 2015 | 1.98% | 3.04% |
| 2014 | 1.55% | 3.86% |
| 2013 | 0.31% | 0.00% |
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