FIDU vs PKW
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformanceFIDU has outperformed PKW, delivering a return of +13.6% compared to +11.4%
FIDU vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.30B
PKW
$2.30B
Expense Ratio
Winner
FIDU
0.08%
PKW
0.62%
Max Drawdown
Winner
FIDU
42.69%
PKW
55.28%
Sharpe Ratio
FIDU
0.93
Winner
PKW
1.06
5Y Beta
FIDU
0.97
Winner
PKW
0.82
P/E Ratio
FIDU
36.97
Winner
PKW
17.08
Forward P/E
FIDU
26.60
Winner
PKW
12.63
5Y Dividends CAGR
Winner
FIDU
8.98%
PKW
4.77%
5Y EPS CAGR
FIDU
11.53%
Winner
PKW
17.21%
Debt to Equity
FIDU
74.13%
PKW
N/A
P/S Ratio
FIDU
2.83
Winner
PKW
1.39
P/B Ratio
FIDU
6.63
Winner
PKW
2.46
FIDU vs PKW - Holdings Comparison
FIDU and PKW have 29 common holdings. Overlap is 2.71%
FIDU's top 25 holdings weight is 47.34%. PKW's top 25 holdings weight is 57.85%.
| Rank | FIDU | PKW |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.45% | CHARLES SCHWAB CORP (SCHW) - 5.33% |
| #2 | GE AEROSPACE (GE) - 5.22% | BANK OF AMERICA CORP (BAC) - 5.13% |
| #3 | RTX CORP (RTX) - 4.10% | SALESFORCE INC (CRM) - 5.08% |
| #4 | GE VERNOVA INC (GEV) - 3.83% | WELLS FARGO & CO (WFC) - 4.83% |
| #5 | EATON CORP PLC (ETN) - 2.44% | CITIGROUP INC (C) - 4.43% |
| #6 | UNION PACIFIC CORP (UNP) - 2.39% | ADOBE INC (ADBE) - 3.33% |
| #7 | BOEING CO (BA) - 2.36% | n/a (JCI) - 3.20% |
| #8 | DEERE & CO (DE) - 2.06% | MARATHON PETROLEUM CORP (MPC) - 2.97% |
| #9 | PARKER HANNIFIN CORP (PH) - 1.85% | VALERO ENERGY CORP (VLO) - 2.91% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 1.84% | GENERAL MOTORS CO (GM) - 2.59% |
| #11 | LOCKHEED MARTIN CORP (LMT) - 1.72% | THE TRAVELERS COMPANIES INC (TRV) - 2.53% |
| #12 | HOWMET AEROSPACE INC (HWM) - 1.54% | HCA HEALTHCARE INC (HCA) - 2.30% |
| #13 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.48% | CHENIERE ENERGY INC (LNG) - 1.93% |
| #14 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.45% | AFLAC INC (AFL) - 1.89% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% | PAYPAL HOLDINGS INC (PYPL) - 1.78% |
| #16 | QUANTA SERVICES INC (PWR) - 1.39% | AMERIPRISE FINANCIAL INC (AMP) - 1.51% |
| #17 | 3M CO (MMM) - 1.32% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.24% |
| #18 | n/a (JCI) - 1.28% | MSCI INC (MSCI) - 1.23% |
| #19 | CSX CORP (CSX) - 1.27% | EXPEDIA GROUP INC (EXPE) - 1.10% |
| #20 | EMERSON ELECTRIC CO (EMR) - 1.26% | D.R. HORTON INC (DHI) - 1.04% |
| #21 | n/a (EXPD) - 0.34% | MAPLEBEAR INC (CART) - 0.31% |
| #22 | CARPENTER TECHNOLOGY CORP (CRS) - 0.34% | MGM RESORTS INTERNATIONAL (MGM) - 0.31% |
| #23 | VERALTO CORP (VLTO) - 0.33% | RYDER SYSTEM INC (R) - 0.31% |
| #24 | XPO INC (XPO) - 0.33% | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 0.29% |
| #25 | VERISK ANALYTICS INC (VRSK) - 0.32% | HENRY SCHEIN INC (HSIC) - 0.28% |
| Total Holdings | 326 | 249 |
FIDU vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
FIDU
+0.39%
Winner
PKW
+4.81%
3M
FIDU
+3.78%
Winner
PKW
+11.49%
6M
FIDU
+1.24%
Winner
PKW
+8.73%
1Y
Winner
FIDU
+21.37%
PKW
+18.53%
5Y(CAGR)
Winner
FIDU
+13.62%
PKW
+11.38%
10Y(CAGR)
Winner
FIDU
+13.79%
PKW
+13.55%
Max(CAGR)
Winner
FIDU
+12.61%
PKW
+10.75%
FIDU vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | PKW |
|---|---|---|
| 2026 | +14.21% | +11.83% |
| 2025 | +19.17% | +17.82% |
| 2024 | +17.74% | +16.80% |
| 2023 | +22.28% | +17.54% |
| 2022 | -7.83% | -10.32% |
| 2021 | +23.98% | +34.49% |
| 2020 | +11.93% | +7.44% |
| 2019 | +30.46% | +33.50% |
| 2018 | -14.44% | -11.24% |
| 2017 | +21.32% | +17.10% |
| 2016 | +22.33% | +14.54% |
| 2015 | -3.22% | -4.08% |
| 2014 | +8.05% | +13.67% |
| 2013 | +7.91% | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
FIDU vs PKW Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current FIDU drawdown is -4.00%. The current PKW drawdown is -0.62%.
| Rank | FIDU | PKW |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between FIDU and PKW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
FIDU vs PKW dividend yield comparison.
| Year | FIDU | PKW |
|---|---|---|
| 2026 | 0.50% | 0.31% |
| 2025 | 1.02% | 0.99% |
| 2024 | 1.42% | 0.86% |
| 2023 | 1.42% | 1.17% |
| 2022 | 1.48% | 1.22% |
| 2021 | 1.12% | 0.72% |
| 2020 | 1.28% | 1.48% |
| 2019 | 1.73% | 1.30% |
| 2018 | 1.99% | 1.30% |
| 2017 | 1.60% | 0.65% |
| 2016 | 1.63% | 1.59% |
| 2015 | 1.98% | 1.14% |
| 2014 | 1.55% | 1.03% |
| 2013 | 0.31% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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