FIDU vs SPY
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FIDU, delivering a return of +13.3% compared to +12.6%
FIDU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$1.80B
Winner
SPY
$652B
Expense Ratio
Winner
FIDU
0.08%
SPY
0.09%
Max Drawdown
Winner
FIDU
42.69%
SPY
56.47%
Sharpe Ratio
FIDU
1.67
Winner
SPY
2.07
5Y Beta
Winner
FIDU
0.95
SPY
1.00
P/E Ratio
FIDU
36.17
Winner
SPY
28.24
Forward P/E
FIDU
26.12
Winner
SPY
21.85
5Y Dividends CAGR
Winner
FIDU
7.96%
SPY
5.43%
5Y EPS CAGR
FIDU
11.39%
Winner
SPY
25.79%
Debt to Equity
FIDU
79.62%
Winner
SPY
22.35%
P/S Ratio
Winner
FIDU
2.62
SPY
3.55
P/B Ratio
FIDU
6.20
Winner
SPY
5.29
FIDU vs SPY - Holdings Comparison
FIDU and SPY have 46 common holdings. Overlap is 5.79%
FIDU's top 25 holdings weight is 47.33%. SPY's top 25 holdings weight is 51.32%.
| Rank | FIDU | SPY |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.59% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | GE AEROSPACE (GE) - 4.46% | APPLE INC (AAPL) - 6.48% |
| #3 | GE VERNOVA INC (GEV) - 4.31% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | RTX CORP (RTX) - 3.44% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | BOEING CO (BA) - 2.64% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | EATON CORP PLC (ETN) - 2.34% | BROADCOM INC (AVGO) - 3.09% |
| #7 | UNION PACIFIC CORP (UNP) - 2.32% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | UBER TECHNOLOGIES INC (UBER) - 2.14% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | DEERE & CO (DE) - 2.12% | TESLA INC (TSLA) - 1.73% |
| #10 | HONEYWELL INTERNATIONAL INC (HON) - 1.97% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | PARKER HANNIFIN CORP (PH) - 1.77% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.62% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | LOCKHEED MARTIN CORP (LMT) - 1.56% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.56% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | QUANTA SERVICES INC (PWR) - 1.37% | WALMART INC (WMT) - 0.91% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.34% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | WASTE MANAGEMENT INC (WM) - 1.34% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CUMMINS INC (CMI) - 1.30% | VISA INC CLASS A (V) - 0.85% |
| #19 | n/a (JCI) - 1.27% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | FEDEX CORP (FDX) - 1.27% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | NVENT ELECTRIC PLC (NVT) - 0.33% | INTEL CORP (INTC) - 0.65% |
| #22 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.32% | NETFLIX INC (NFLX) - 0.64% |
| #23 | WOODWARD INC (WWD) - 0.32% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | FTAI AVIATION LTD (FTAI) - 0.32% | CHEVRON CORP (CVX) - 0.58% |
| #25 | CARPENTER TECHNOLOGY CORP (CRS) - 0.31% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 323 | 505 |
FIDU vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
FIDU
+2.70%
Winner
SPY
+9.11%
3M
FIDU
+0.90%
Winner
SPY
+6.59%
6M
Winner
FIDU
+15.34%
SPY
+10.56%
1Y
Winner
FIDU
+33.09%
SPY
+32.04%
5Y(CAGR)
FIDU
+12.55%
Winner
SPY
+13.35%
10Y(CAGR)
FIDU
+14.46%
Winner
SPY
+15.49%
Max(CAGR)
Winner
FIDU
+12.73%
SPY
+8.50%
FIDU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | SPY |
|---|---|---|
| 2026 | +11.87% | +8.27% |
| 2025 | +19.17% | +18.00% |
| 2024 | +17.74% | +25.59% |
| 2023 | +22.28% | +26.72% |
| 2022 | -7.83% | -18.64% |
| 2021 | +23.98% | +30.52% |
| 2020 | +11.93% | +17.28% |
| 2019 | +30.46% | +31.09% |
| 2018 | -14.44% | -5.24% |
| 2017 | +21.32% | +20.78% |
| 2016 | +22.33% | +13.59% |
| 2015 | -3.22% | +1.31% |
| 2014 | +8.05% | +14.56% |
| 2013 | +7.91% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FIDU vs SPY Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FIDU drawdown is -1.94%.
| Rank | FIDU | SPY |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FIDU and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
FIDU vs SPY dividend yield comparison.
| Year | FIDU | SPY |
|---|---|---|
| 2026 | 0.28% | 0.24% |
| 2025 | 1.02% | 1.07% |
| 2024 | 1.42% | 1.21% |
| 2023 | 1.42% | 1.40% |
| 2022 | 1.48% | 1.65% |
| 2021 | 1.12% | 1.20% |
| 2020 | 1.28% | 1.52% |
| 2019 | 1.73% | 1.75% |
| 2018 | 1.99% | 2.04% |
| 2017 | 1.60% | 1.80% |
| 2016 | 1.63% | 2.03% |
| 2015 | 1.98% | 2.06% |
| 2014 | 1.55% | 1.87% |
| 2013 | 0.31% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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