IYT vs FIDU
Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF).
Both IYT and FIDU are from the Industrials sector.
5-Year PerformanceFIDU has outperformed IYT, delivering a return of +12.7% compared to +5.8%
IYT vs FIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYT
$2B
Winner
FIDU
$2.10B
Expense Ratio
IYT
0.38%
Winner
FIDU
0.08%
Max Drawdown
IYT
60.74%
Winner
FIDU
42.69%
Sharpe Ratio
IYT
1.25
Winner
FIDU
1.27
5Y Beta
IYT
1.01
Winner
FIDU
0.95
P/E Ratio
Winner
IYT
26.28
FIDU
36.85
Forward P/E
Winner
IYT
20.41
FIDU
25.80
PEG Ratio
IYT
4.47
FIDU
N/A
5Y Dividends CAGR
Winner
IYT
14.60%
FIDU
7.96%
5Y EPS CAGR
IYT
4.83%
Winner
FIDU
11.74%
Debt to Equity
Winner
IYT
14.88%
FIDU
72.98%
P/S Ratio
Winner
IYT
1.40
FIDU
2.66
P/B Ratio
Winner
IYT
4.29
FIDU
6.39
IYT vs FIDU - Holdings Comparison
IYT and FIDU have 40 common holdings. Overlap is 9.59%
IYT's top 25 holdings weight is 95.22%. FIDU's top 25 holdings weight is 47.27%.
| Rank | IYT | FIDU |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 16.25% | CATERPILLAR INC (CAT) - 6.05% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 15.23% | GE AEROSPACE (GE) - 4.72% |
| #3 | FEDEX CORP (FDX) - 8.78% | GE VERNOVA INC (GEV) - 4.13% |
| #4 | DELTA AIR LINES INC (DAL) - 5.36% | RTX CORP (RTX) - 3.41% |
| #5 | CSX CORP (CSX) - 4.70% | BOEING CO (BA) - 2.44% |
| #6 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.64% | UNION PACIFIC CORP (UNP) - 2.29% |
| #7 | UNITED AIRLINES HOLDINGS INC (UAL) - 4.59% | EATON CORP PLC (ETN) - 2.23% |
| #8 | NORFOLK SOUTHERN CORP (NSC) - 4.40% | HONEYWELL INTERNATIONAL INC (HON) - 2.09% |
| #9 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.17% | UBER TECHNOLOGIES INC (UBER) - 1.97% |
| #10 | XPO INC (XPO) - 3.39% | DEERE & CO (DE) - 1.93% |
| #11 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 3.03% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.67% |
| #12 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 2.95% | LOCKHEED MARTIN CORP (LMT) - 1.58% |
| #13 | SOUTHWEST AIRLINES CO (LUV) - 2.87% | QUANTA SERVICES INC (PWR) - 1.57% |
| #14 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.76% | PARKER HANNIFIN CORP (PH) - 1.56% |
| #15 | SAIA INC (SAIA) - 1.74% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.46% |
| #16 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 1.63% | HOWMET AEROSPACE INC (HWM) - 1.42% |
| #17 | RYDER SYSTEM INC (R) - 1.37% | CUMMINS INC (CMI) - 1.31% |
| #18 | AMERICAN AIRLINES GROUP INC (AAL) - 1.31% | FEDEX CORP (FDX) - 1.27% |
| #19 | KIRBY CORP (KEX) - 1.11% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% |
| #20 | JOBY AVIATION INC (JOBY) - 0.94% | CSX CORP (CSX) - 1.23% |
| #21 | LANDSTAR SYSTEM INC (LSTR) - 0.94% | XPO INC (XPO) - 0.35% |
| #22 | MATSON INC (MATX) - 0.81% | VERISK ANALYTICS INC (VRSK) - 0.34% |
| #23 | LYFT INC CLASS A (LYFT) - 0.79% | STERLING INFRASTRUCTURE INC (STRL) - 0.34% |
| #24 | GXO LOGISTICS INC (GXO) - 0.78% | ATI INC (ATI) - 0.33% |
| #25 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 0.68% | CARPENTER TECHNOLOGY CORP (CRS) - 0.32% |
| Total Holdings | 48 | 321 |
IYT vs FIDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYT
+7.36%
FIDU
+0.67%
3M
Winner
IYT
+7.54%
FIDU
+2.55%
6M
IYT
+12.26%
Winner
FIDU
+14.57%
1Y
Winner
IYT
+30.80%
FIDU
+26.36%
5Y(CAGR)
IYT
+5.80%
Winner
FIDU
+12.70%
10Y(CAGR)
IYT
+10.54%
Winner
FIDU
+14.17%
Max(CAGR)
IYT
+9.96%
Winner
FIDU
+12.67%
IYT vs FIDU - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | IYT | FIDU |
|---|---|---|
| 2026 | +12.73% | +12.15% |
| 2025 | +11.31% | +19.17% |
| 2024 | +5.73% | +17.74% |
| 2023 | +24.39% | +22.28% |
| 2022 | -21.53% | -7.83% |
| 2021 | +29.04% | +23.98% |
| 2020 | +13.28% | +11.93% |
| 2019 | +19.79% | +30.46% |
| 2018 | -14.39% | -14.44% |
| 2017 | +19.19% | +21.32% |
| 2016 | +24.73% | +22.33% |
| 2015 | -16.53% | -3.22% |
| 2014 | +27.11% | +8.05% |
| 2013 | +37.81% | +7.91% |
| 2012 | +5.62% | N/A |
| 2011 | -2.74% | N/A |
| 2010 | +25.96% | N/A |
| 2009 | +15.30% | N/A |
| 2008 | -19.47% | N/A |
| 2007 | -1.63% | N/A |
| 2006 | +8.95% | N/A |
| 2005 | +12.25% | N/A |
| 2004 | +26.77% | N/A |
| 2003 | +6.74% | N/A |
IYT vs FIDU Drawdown Comparison
The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current IYT drawdown is -0.26%. The current FIDU drawdown is -1.69%.
| Rank | IYT | FIDU |
|---|---|---|
| #1 | -60.39% Jun 5, 2008 - Jan 13, 2011 | -42.29% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -41.27% Sep 14, 2018 - Sep 2, 2020 | -24.52% Sep 21, 2018 - Jul 16, 2019 |
| #3 | -29.15% Jan 4, 2022 - Feb 8, 2024 | -22.86% Nov 16, 2021 - Jun 29, 2023 |
| #4 | -28.16% Jul 7, 2011 - Jan 10, 2013 | -20.53% Nov 29, 2024 - Jun 26, 2025 |
| #5 | -27.26% Dec 29, 2014 - Nov 23, 2016 | -16.19% Mar 2, 2015 - Apr 26, 2016 |
| #6 | -26.35% Nov 25, 2024 - Dec 3, 2025 | -12.97% Aug 1, 2023 - Dec 11, 2023 |
| #7 | -23.74% Jul 19, 2007 - May 30, 2008 | -12.23% Mar 2, 2026 - May 6, 2026 |
| #8 | -17.06% May 9, 2006 - Feb 1, 2007 | -11.25% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -12.87% Mar 21, 2024 - Oct 11, 2024 | -11.11% Jan 26, 2018 - Sep 18, 2018 |
| #10 | -12.43% Mar 7, 2005 - Nov 2, 2005 | -7.70% Jul 24, 2019 - Sep 13, 2019 |
| #11 | -12.42% May 7, 2021 - Nov 5, 2021 | -7.31% Jan 15, 2014 - Mar 4, 2014 |
| #12 | -12.09% Feb 20, 2026 - Apr 20, 2026 | -6.60% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -11.10% Sep 18, 2014 - Oct 28, 2014 | -6.54% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -11.08% Jan 12, 2018 - Aug 20, 2018 | -6.38% Aug 11, 2021 - Oct 21, 2021 |
| #15 | -10.49% Jan 22, 2004 - Jun 8, 2004 | -6.37% Jan 12, 2021 - Feb 9, 2021 |
Correlation
Correlation between IYT and FIDU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2003 - 2026)
IYT vs FIDU dividend yield comparison.
| Year | IYT | FIDU |
|---|---|---|
| 2026 | 0.32% | 0.28% |
| 2025 | 1.00% | 1.02% |
| 2024 | 1.08% | 1.42% |
| 2023 | 1.26% | 1.42% |
| 2022 | 1.40% | 1.48% |
| 2021 | 0.77% | 1.12% |
| 2020 | 0.93% | 1.28% |
| 2019 | 1.29% | 1.73% |
| 2018 | 1.35% | 1.99% |
| 2017 | 0.92% | 1.60% |
| 2016 | 0.96% | 1.63% |
| 2015 | 1.28% | 1.98% |
| 2014 | 0.70% | 1.55% |
| 2013 | 0.86% | 0.31% |
| 2012 | 1.11% | 0.00% |
| 2011 | 1.52% | 0.00% |
| 2010 | 1.16% | 0.00% |
| 2009 | 1.53% | 0.00% |
| 2008 | 1.32% | 0.00% |
| 2007 | 1.12% | 0.00% |
| 2006 | 0.50% | 0.00% |
| 2005 | 0.58% | 0.00% |
| 2004 | 0.42% | 0.00% |
| 2003 | 0.70% | 0.00% |
Select Stocks to Compare
Popular: IYT vs SPYFIDU vs SPY
More Comparisons
Compare with similar stocks