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FIDU vs TY

Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceFIDU has outperformed TY, delivering a return of +13.1% compared to +10.5%

FIDU vs TY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FIDU
$2.10B
TY
$2.10B
Expense Ratio
FIDU
0.08%
TY
N/A
Max Drawdown
Winner
FIDU
42.69%
TY
78.22%
Sharpe Ratio
FIDU
1.26
Winner
TY
1.89
5Y Beta
FIDU
0.95
Winner
TY
0.72
P/E Ratio
FIDU
35.55
TY
N/A
Forward P/E
FIDU
25.84
TY
N/A
5Y Dividends CAGR
FIDU
7.96%
Winner
TY
14.97%
5Y EPS CAGR
FIDU
12.32%
TY
N/A
Debt to Equity
FIDU
68.45%
TY
N/A
P/S Ratio
FIDU
2.91
TY
N/A
P/B Ratio
FIDU
6.44
TY
N/A

FIDU vs TY - Historical Returns

Returns include dividend reinvestment.

1M
FIDU
+1.03%
Winner
TY
+1.89%
3M
FIDU
+4.22%
Winner
TY
+9.43%
6M
Winner
FIDU
+16.57%
TY
+9.22%
1Y
Winner
FIDU
+26.13%
TY
+24.53%
5Y(CAGR)
Winner
FIDU
+13.13%
TY
+10.46%
10Y(CAGR)
Winner
FIDU
+14.15%
TY
+14.09%
Max(CAGR)
Winner
FIDU
+12.72%
TY
+6.08%

FIDU vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFIDUTY
2026+13.02%+8.12%
2025+19.17%+17.62%
2024+17.74%+22.64%
2023+22.28%+17.19%
2022-7.83%-16.33%
2021+23.98%+31.10%
2020+11.93%+12.05%
2019+30.46%+28.15%
2018-14.44%-5.84%
2017+21.32%+27.70%
2016+22.33%+16.71%
2015-3.22%-2.05%
2014+8.05%+11.95%
2013+7.91%+26.03%
2012N/A+15.67%
2011N/A+4.25%
2010N/A+20.29%
2009N/A+16.94%
2008N/A-44.86%
2007N/A+3.50%
2006N/A+20.29%
2005N/A+4.01%
2004N/A+12.95%
2003N/A+21.39%
2002N/A-28.57%
2001N/A-3.49%
2000N/A-21.17%
1999N/A-8.03%

FIDU vs TY Drawdown Comparison

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

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The current FIDU drawdown is -0.93%. The current TY drawdown is -1.07%.

RankFIDUTY
#1-42.29%
Feb 12, 2020 - Nov 9, 2020
-67.68%
Dec 7, 1999 - Oct 18, 2013
#2-24.52%
Sep 21, 2018 - Jul 16, 2019
-38.60%
Feb 12, 2020 - Nov 13, 2020
#3-22.86%
Nov 16, 2021 - Jun 29, 2023
-20.75%
Dec 27, 2021 - Feb 9, 2024
#4-20.53%
Nov 29, 2024 - Jun 26, 2025
-17.72%
Apr 24, 2015 - Jul 13, 2016
#5-16.19%
Mar 2, 2015 - Apr 26, 2016
-17.66%
Oct 1, 2018 - Apr 3, 2019
#6-12.97%
Aug 1, 2023 - Dec 11, 2023
-16.08%
Jan 24, 2025 - Jun 27, 2025
#7-12.23%
Mar 2, 2026 - May 6, 2026
-8.00%
Jan 24, 2018 - Aug 7, 2018
#8-11.25%
Jun 9, 2014 - Nov 6, 2014
-7.84%
Sep 5, 2014 - Nov 3, 2014
#9-11.11%
Jan 26, 2018 - Sep 18, 2018
-6.80%
Feb 10, 2026 - Apr 14, 2026
#10-7.70%
Jul 24, 2019 - Sep 13, 2019
-6.34%
Jul 31, 2024 - Aug 19, 2024
#11-7.31%
Jan 15, 2014 - Mar 4, 2014
-6.33%
Dec 26, 2013 - Mar 31, 2014
#12-6.60%
Jun 8, 2016 - Jul 8, 2016
-6.25%
May 3, 2019 - Jun 20, 2019
#13-6.54%
Jul 16, 2024 - Aug 23, 2024
-5.93%
Jul 29, 2019 - Oct 25, 2019
#14-6.38%
Aug 11, 2021 - Oct 21, 2021
-5.06%
Mar 28, 2024 - May 20, 2024
#15-6.37%
Jan 12, 2021 - Feb 9, 2021
-4.55%
Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between FIDU and TY 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 TY dividend yield comparison.

YearFIDUTY
20260.28%0.81%
20251.02%11.97%
20241.42%10.61%
20231.42%4.36%
20221.48%8.71%
20211.12%14.13%
20201.28%6.25%
20191.73%6.86%
20181.99%8.13%
20171.60%4.69%
20161.63%4.12%
20151.98%4.05%
20141.55%3.51%
20130.31%3.38%
20120.00%3.74%
20110.00%1.93%
20100.00%1.81%
20090.00%3.32%
20080.00%21.44%
20070.00%11.69%
20060.00%1.25%
20050.00%1.29%
20040.00%1.26%
20030.00%1.04%
20020.00%1.96%
20010.00%7.43%
20000.00%1.56%
19990.00%0.43%

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