FIDU vs PSC
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and Principal U.S. Small-Cap ETF (PSC, ETF).
5-Year PerformanceFIDU has outperformed PSC, delivering a return of +13.1% compared to +7.8%
FIDU vs PSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.10B
PSC
$2.10B
Expense Ratio
Winner
FIDU
0.08%
PSC
0.38%
Max Drawdown
Winner
FIDU
42.69%
PSC
47.89%
Sharpe Ratio
Winner
FIDU
1.26
PSC
1.16
5Y Beta
Winner
FIDU
0.95
PSC
1.05
P/E Ratio
FIDU
35.55
Winner
PSC
25.64
Forward P/E
FIDU
25.84
Winner
PSC
14.93
5Y Dividends CAGR
Winner
FIDU
7.96%
PSC
-2.75%
5Y EPS CAGR
FIDU
12.32%
Winner
PSC
16.05%
Debt to Equity
FIDU
68.45%
Winner
PSC
49.44%
P/S Ratio
FIDU
2.91
Winner
PSC
1.30
P/B Ratio
FIDU
6.44
Winner
PSC
2.19
FIDU vs PSC - Holdings Comparison
FIDU and PSC have 68 common holdings. Overlap is 3.63%
FIDU's top 25 holdings weight is 50.85%. PSC's top 25 holdings weight is 17.10%.
| Rank | FIDU | PSC |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.83% | COEUR MINING INC (CDE) - 1.05% |
| #2 | GE AEROSPACE (GE) - 4.91% | TTM TECHNOLOGIES INC (TTMI) - 1.04% |
| #3 | GE VERNOVA INC (GEV) - 3.71% | NEXTPOWER INC CLASS A (NXT) - 1.01% |
| #4 | RTX CORP (RTX) - 3.40% | FABRINET (FN) - 1.00% |
| #5 | BOEING CO (BA) - 2.42% | ARGAN INC (AGX) - 0.91% |
| #6 | UNION PACIFIC CORP (UNP) - 2.26% | STERLING INFRASTRUCTURE INC (STRL) - 0.84% |
| #7 | EATON CORP PLC (ETN) - 2.25% | DYCOM INDUSTRIES INC (DY) - 0.83% |
| #8 | HONEYWELL INTERNATIONAL INC (HON) - 2.18% | GUARDANT HEALTH INC (GH) - 0.75% |
| #9 | DEERE & CO (DE) - 1.91% | BRIDGEBIO PHARMA INC (BBIO) - 0.72% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 1.90% | n/a (AHR) - 0.71% |
| #11 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.70% | PRIMORIS SERVICES CORP (PRIM) - 0.70% |
| #12 | LOCKHEED MARTIN CORP (LMT) - 1.55% | CHART INDUSTRIES INC (GTLS) - 0.68% |
| #13 | PARKER HANNIFIN CORP (PH) - 1.50% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% |
| #14 | QUANTA SERVICES INC (PWR) - 1.49% | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% |
| #15 | HOWMET AEROSPACE INC (HWM) - 1.48% | RAMBUS INC (RMBS) - 0.65% |
| #16 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.44% | HANCOCK WHITNEY CORP (HWC) - 0.64% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.36% | BRINKER INTERNATIONAL INC (EAT) - 0.62% |
| #18 | CUMMINS INC (CMI) - 1.29% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% |
| #19 | CSX CORP (CSX) - 1.24% | COMPASS INC CLASS A (COMP) - 0.59% |
| #20 | WASTE MANAGEMENT INC (WM) - 1.24% | CARETRUST REIT INC (CTRE) - 0.58% |
| #21 | n/a (JCI) - 1.19% | FIRST BANCORP (FBP) - 0.39% |
| #22 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.17% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% |
| #23 | 3M CO (MMM) - 1.15% | FEDERAL SIGNAL CORP (FSS) - 0.36% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.15% | AMICUS THERAPEUTICS INC (FOLD) - 0.36% |
| #25 | GENERAL DYNAMICS CORP (GD) - 1.13% | ENSIGN GROUP INC (ENSG) - 0.35% |
| Total Holdings | 364 | 585 |
FIDU vs PSC - Historical Returns
Returns include dividend reinvestment.
1M
FIDU
+1.03%
Winner
PSC
+1.39%
3M
FIDU
+4.22%
Winner
PSC
+12.37%
6M
Winner
FIDU
+16.57%
PSC
+13.28%
1Y
Winner
FIDU
+26.13%
PSC
+25.28%
5Y(CAGR)
Winner
FIDU
+13.13%
PSC
+7.83%
10Y(CAGR)
Winner
FIDU
+14.15%
PSC
+11.61%
Max(CAGR)
Winner
FIDU
+12.72%
PSC
+11.61%
FIDU vs PSC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | PSC |
|---|---|---|
| 2026 | +13.02% | +13.22% |
| 2025 | +19.17% | +13.28% |
| 2024 | +17.74% | +13.10% |
| 2023 | +22.28% | +19.25% |
| 2022 | -7.83% | -16.77% |
| 2021 | +23.98% | +33.74% |
| 2020 | +11.93% | +13.43% |
| 2019 | +30.46% | +20.08% |
| 2018 | -14.44% | -10.11% |
| 2017 | +21.32% | +16.07% |
| 2016 | +22.33% | +9.38% |
| 2015 | -3.22% | N/A |
| 2014 | +8.05% | N/A |
| 2013 | +7.91% | N/A |
FIDU vs PSC Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The current FIDU drawdown is -0.93%. The current PSC drawdown is -1.42%.
| Rank | FIDU | PSC |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -46.69% Aug 29, 2018 - Nov 24, 2020 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -25.87% Nov 8, 2021 - Mar 1, 2024 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -23.49% Nov 25, 2024 - Sep 8, 2025 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -9.95% Jan 22, 2026 - Apr 17, 2026 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -9.37% Jul 16, 2024 - Oct 14, 2024 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -9.19% Jan 23, 2018 - May 17, 2018 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -9.03% Jun 8, 2021 - Oct 25, 2021 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -8.59% Mar 15, 2021 - May 7, 2021 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -7.12% Mar 28, 2024 - Jul 11, 2024 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -7.12% Oct 8, 2025 - Nov 28, 2025 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -6.67% Sep 22, 2016 - Nov 14, 2016 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -5.90% Jul 27, 2017 - Sep 28, 2017 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -5.57% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -5.37% May 7, 2021 - May 27, 2021 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -4.61% Apr 27, 2017 - Jun 9, 2017 |
Correlation
Correlation between FIDU and PSC 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 PSC dividend yield comparison.
| Year | FIDU | PSC |
|---|---|---|
| 2026 | 0.28% | 0.16% |
| 2025 | 1.02% | 0.67% |
| 2024 | 1.42% | 0.75% |
| 2023 | 1.42% | 0.73% |
| 2022 | 1.48% | 1.92% |
| 2021 | 1.12% | 1.45% |
| 2020 | 1.28% | 1.25% |
| 2019 | 1.73% | 1.47% |
| 2018 | 1.99% | 1.30% |
| 2017 | 1.60% | 0.95% |
| 2016 | 1.63% | 0.35% |
| 2015 | 1.98% | 0.00% |
| 2014 | 1.55% | 0.00% |
| 2013 | 0.31% | 0.00% |
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