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FIDU vs PFXF

Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceFIDU has outperformed PFXF, delivering a return of +13.6% compared to +3.3%

FIDU vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FIDU
$2.30B
Winner
PFXF
$2.40B
Expense Ratio
Winner
FIDU
0.08%
PFXF
0.40%
Max Drawdown
FIDU
42.69%
Winner
PFXF
37.25%
Sharpe Ratio
Winner
FIDU
0.93
PFXF
0.48
5Y Beta
FIDU
0.97
Winner
PFXF
0.44
P/E Ratio
FIDU
36.97
PFXF
N/A
Forward P/E
FIDU
26.60
PFXF
N/A
5Y Dividends CAGR
Winner
FIDU
8.98%
PFXF
2.31%
5Y EPS CAGR
FIDU
11.53%
PFXF
N/A
Debt to Equity
FIDU
74.13%
PFXF
N/A
P/S Ratio
FIDU
2.83
PFXF
N/A
P/B Ratio
FIDU
6.63
PFXF
N/A

FIDU vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
FIDU
+0.39%
Winner
PFXF
+3.02%
3M
Winner
FIDU
+3.78%
PFXF
-1.12%
6M
Winner
FIDU
+1.24%
PFXF
+0.40%
1Y
Winner
FIDU
+21.37%
PFXF
+8.50%
5Y(CAGR)
Winner
FIDU
+13.62%
PFXF
+3.28%
10Y(CAGR)
Winner
FIDU
+13.79%
PFXF
+4.81%
Max(CAGR)
Winner
FIDU
+12.61%
PFXF
+5.41%

FIDU vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearFIDUPFXF
2026+14.21%+3.70%
2025+19.17%+8.88%
2024+17.74%+8.29%
2023+22.28%+10.52%
2022-7.83%-18.62%
2021+23.98%+12.47%
2020+11.93%+7.34%
2019+30.46%+19.71%
2018-14.44%-3.18%
2017+21.32%+7.69%
2016+22.33%+5.79%
2015-3.22%-2.03%
2014+8.05%+15.44%
2013+7.91%-2.29%
2012N/A+4.44%

FIDU vs PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current FIDU drawdown is -4.00%. The current PFXF drawdown is -4.12%.

RankFIDUPFXF
#1-42.29%
Feb 12, 2020 - Nov 9, 2020
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-24.52%
Sep 21, 2018 - Jul 16, 2019
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-22.86%
Nov 16, 2021 - Jun 29, 2023
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-20.53%
Nov 29, 2024 - Jun 26, 2025
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-16.19%
Mar 2, 2015 - Apr 26, 2016
-9.71%
May 21, 2013 - Feb 28, 2014
#6-12.97%
Aug 1, 2023 - Dec 11, 2023
-8.39%
Jul 29, 2016 - May 2, 2017
#7-12.23%
Mar 2, 2026 - May 6, 2026
-8.08%
May 18, 2015 - Mar 17, 2016
#8-11.25%
Jun 9, 2014 - Nov 6, 2014
-8.04%
Jun 2, 2026 - Jul 29, 2026
#9-11.11%
Jan 26, 2018 - Sep 18, 2018
-5.83%
Feb 25, 2026 - Apr 16, 2026
#10-7.70%
Jul 24, 2019 - Sep 13, 2019
-5.05%
Dec 11, 2017 - Jun 11, 2018
#11-7.31%
Jan 15, 2014 - Mar 4, 2014
-4.93%
Oct 27, 2025 - Dec 18, 2025
#12-6.60%
Jun 8, 2016 - Jul 8, 2016
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-6.54%
Jul 16, 2024 - Aug 23, 2024
-3.44%
May 11, 2026 - May 29, 2026
#14-6.38%
Aug 11, 2021 - Oct 21, 2021
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-6.37%
Jan 12, 2021 - Feb 9, 2021
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between FIDU and PFXF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2012 - 2026)

FIDU vs PFXF dividend yield comparison.

YearFIDUPFXF
20260.50%3.22%
20251.02%6.72%
20241.42%7.82%
20231.42%7.88%
20221.48%6.74%
20211.12%4.66%
20201.28%5.19%
20191.73%5.35%
20181.99%6.56%
20171.60%5.93%
20161.63%5.81%
20151.98%5.99%
20141.55%5.91%
20130.31%6.51%
20120.00%2.56%

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