FIDU vs NUGO
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).
5-Year PerformanceFIDU has outperformed NUGO, delivering a return of +13.6% compared to +12.6%
FIDU vs NUGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.30B
Winner
NUGO
$2.40B
Expense Ratio
Winner
FIDU
0.08%
NUGO
0.50%
Max Drawdown
FIDU
42.69%
Winner
NUGO
38.01%
Sharpe Ratio
Winner
FIDU
0.93
NUGO
0.69
5Y Beta
Winner
FIDU
0.97
NUGO
1.27
P/E Ratio
FIDU
36.97
Winner
NUGO
34.36
Forward P/E
FIDU
26.60
Winner
NUGO
26.30
PEG Ratio
FIDU
N/A
NUGO
0.27
5Y Dividends CAGR
FIDU
8.98%
NUGO
N/A
5Y EPS CAGR
FIDU
11.53%
Winner
NUGO
40.06%
Debt to Equity
FIDU
74.13%
Winner
NUGO
41.05%
P/S Ratio
Winner
FIDU
2.83
NUGO
9.95
P/B Ratio
Winner
FIDU
6.63
NUGO
13.35
FIDU vs NUGO - Holdings Comparison
FIDU and NUGO have 10 common holdings. Overlap is 10.43%
FIDU's top 25 holdings weight is 47.34%. NUGO's top 25 holdings weight is 85.34%.
| Rank | FIDU | NUGO |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.45% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | GE AEROSPACE (GE) - 5.22% | ALPHABET INC CLASS A (GOOGL) - 11.58% |
| #3 | RTX CORP (RTX) - 4.10% | APPLE INC (AAPL) - 9.12% |
| #4 | GE VERNOVA INC (GEV) - 3.83% | BROADCOM INC (AVGO) - 6.78% |
| #5 | EATON CORP PLC (ETN) - 2.44% | MICROSOFT CORP (MSFT) - 4.87% |
| #6 | UNION PACIFIC CORP (UNP) - 2.39% | ELI LILLY AND CO (LLY) - 3.85% |
| #7 | BOEING CO (BA) - 2.36% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #8 | DEERE & CO (DE) - 2.06% | APPLIED MATERIALS INC (AMAT) - 3.21% |
| #9 | PARKER HANNIFIN CORP (PH) - 1.85% | TESLA INC (TSLA) - 3.07% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 1.84% | AMAZON.COM INC (AMZN) - 3.02% |
| #11 | LOCKHEED MARTIN CORP (LMT) - 1.72% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #12 | HOWMET AEROSPACE INC (HWM) - 1.54% | GE AEROSPACE (GE) - 1.91% |
| #13 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.48% | PALO ALTO NETWORKS INC (PANW) - 1.85% |
| #14 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.45% | ARISTA NETWORKS INC (ANET) - 1.82% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% | GE VERNOVA INC (GEV) - 1.66% |
| #16 | QUANTA SERVICES INC (PWR) - 1.39% | HOWMET AEROSPACE INC (HWM) - 1.50% |
| #17 | 3M CO (MMM) - 1.32% | ADVANCED MICRO DEVICES INC (AMD) - 1.45% |
| #18 | n/a (JCI) - 1.28% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% |
| #19 | CSX CORP (CSX) - 1.27% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #20 | EMERSON ELECTRIC CO (EMR) - 1.26% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #21 | n/a (EXPD) - 0.34% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #22 | CARPENTER TECHNOLOGY CORP (CRS) - 0.34% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.15% |
| #23 | VERALTO CORP (VLTO) - 0.33% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.13% |
| #24 | XPO INC (XPO) - 0.33% | REGENERON PHARMACEUTICALS INC (REGN) - 1.13% |
| #25 | VERISK ANALYTICS INC (VRSK) - 0.32% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.11% |
| Total Holdings | 326 | 48 |
FIDU vs NUGO - Historical Returns
Returns include dividend reinvestment.
1M
FIDU
+0.39%
Winner
NUGO
+0.77%
3M
Winner
FIDU
+3.78%
NUGO
+0.52%
6M
FIDU
+1.24%
Winner
NUGO
+13.08%
1Y
Winner
FIDU
+21.37%
NUGO
+16.57%
5Y(CAGR)
Winner
FIDU
+13.62%
NUGO
+12.64%
10Y(CAGR)
FIDU
+13.79%
NUGO
N/A
Max(CAGR)
FIDU
+12.61%
Winner
NUGO
+12.64%
FIDU vs NUGO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | NUGO |
|---|---|---|
| 2026 | +14.21% | +8.60% |
| 2025 | +19.17% | +14.52% |
| 2024 | +17.74% | +37.96% |
| 2023 | +22.28% | +46.20% |
| 2022 | -7.83% | -33.54% |
| 2021 | +23.98% | +7.78% |
| 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 NUGO Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The current FIDU drawdown is -4.00%. The current NUGO drawdown is -3.22%.
| Rank | FIDU | NUGO |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -38.01% Nov 19, 2021 - Jan 24, 2024 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -25.12% Dec 16, 2024 - Jul 3, 2025 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -17.54% Oct 29, 2025 - May 6, 2026 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -14.99% Jul 10, 2024 - Oct 21, 2024 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -9.87% Jun 2, 2026 - Aug 13, 2026 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -7.37% Mar 22, 2024 - May 15, 2024 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -3.73% Oct 22, 2024 - Nov 6, 2024 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -3.63% Aug 13, 2026 - Aug 20, 2026 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -3.59% Feb 9, 2024 - Feb 22, 2024 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -3.39% Oct 9, 2025 - Oct 24, 2025 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -3.23% Aug 12, 2025 - Sep 8, 2025 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -3.08% Nov 12, 2024 - Dec 2, 2024 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -3.07% May 14, 2026 - May 28, 2026 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -2.95% May 28, 2024 - Jun 5, 2024 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -2.73% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between FIDU and NUGO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
FIDU vs NUGO dividend yield comparison.
| Year | FIDU | NUGO |
|---|---|---|
| 2026 | 0.50% | 0.00% |
| 2025 | 1.02% | 0.00% |
| 2024 | 1.42% | 0.00% |
| 2023 | 1.42% | 0.19% |
| 2022 | 1.48% | 0.26% |
| 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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