XLI vs FIDU
Comparison between STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI, ETF) and FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF).
Both XLI and FIDU are from the Industrials sector.
5-Year PerformanceFIDU has outperformed XLI, delivering a return of +13.3% compared to +13.2%
XLI vs FIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLI
$34B
FIDU
$2.40B
Expense Ratio
XLI
0.08%
FIDU
0.08%
Max Drawdown
XLI
63.34%
Winner
FIDU
42.69%
Sharpe Ratio
XLI
0.93
Winner
FIDU
0.94
5Y Beta
Winner
XLI
0.90
FIDU
0.96
P/E Ratio
Winner
XLI
32.84
FIDU
37.26
Forward P/E
XLI
26.97
Winner
FIDU
26.91
PEG Ratio
XLI
0.66
FIDU
N/A
5Y Dividends CAGR
Winner
XLI
9.42%
FIDU
8.98%
5Y EPS CAGR
XLI
11.08%
Winner
FIDU
12.18%
Debt to Equity
Winner
XLI
59.14%
FIDU
66.02%
P/S Ratio
XLI
3.23
Winner
FIDU
2.80
P/B Ratio
XLI
7.36
Winner
FIDU
6.62
XLI vs FIDU - Holdings Comparison
XLI and FIDU have 49 common holdings. Overlap is 51.91%
XLI's top 25 holdings weight is 65.55%. FIDU's top 25 holdings weight is 47.25%.
| Rank | XLI | FIDU |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 7.52% | CATERPILLAR INC (CAT) - 5.99% |
| #2 | GE AEROSPACE (GE) - 6.72% | GE AEROSPACE (GE) - 5.30% |
| #3 | GE VERNOVA INC (GEV) - 5.07% | GE VERNOVA INC (GEV) - 4.01% |
| #4 | RTX CORP (RTX) - 4.71% | RTX CORP (RTX) - 3.71% |
| #5 | BOEING CO (BA) - 3.07% | UNION PACIFIC CORP (UNP) - 2.41% |
| #6 | UNION PACIFIC CORP (UNP) - 3.06% | BOEING CO (BA) - 2.29% |
| #7 | EATON CORP PLC (ETN) - 2.86% | EATON CORP PLC (ETN) - 2.26% |
| #8 | DEERE & CO (DE) - 2.65% | DEERE & CO (DE) - 2.02% |
| #9 | UBER TECHNOLOGIES INC (UBER) - 2.64% | UBER TECHNOLOGIES INC (UBER) - 1.82% |
| #10 | PARKER HANNIFIN CORP (PH) - 2.15% | PARKER HANNIFIN CORP (PH) - 1.69% |
| #11 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.09% | HOWMET AEROSPACE INC (HWM) - 1.58% |
| #12 | HOWMET AEROSPACE INC (HWM) - 2.00% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.56% |
| #13 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.90% | LOCKHEED MARTIN CORP (LMT) - 1.50% |
| #14 | LOCKHEED MARTIN CORP (LMT) - 1.87% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.50% |
| #15 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.77% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.40% |
| #16 | QUANTA SERVICES INC (PWR) - 1.74% | QUANTA SERVICES INC (PWR) - 1.37% |
| #17 | GENERAL DYNAMICS CORP (GD) - 1.66% | WASTE MANAGEMENT INC (WM) - 1.32% |
| #18 | CSX CORP (CSX) - 1.64% | CSX CORP (CSX) - 1.30% |
| #19 | CUMMINS INC (CMI) - 1.64% | CUMMINS INC (CMI) - 1.30% |
| #20 | n/a (JCI) - 1.56% | n/a (JCI) - 1.23% |
| #21 | WASTE MANAGEMENT INC (WM) - 1.54% | VERISK ANALYTICS INC (VRSK) - 0.35% |
| #22 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.51% | COPART INC (CPRT) - 0.34% |
| #23 | 3M CO (MMM) - 1.50% | WOODWARD INC (WWD) - 0.34% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.36% | XPO INC (XPO) - 0.33% |
| #25 | NORFOLK SOUTHERN CORP (NSC) - 1.32% | n/a (EXPD) - 0.33% |
| Total Holdings | 84 | 326 |
XLI vs FIDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLI
-1.73%
FIDU
-2.99%
3M
Winner
XLI
+4.47%
FIDU
+3.01%
6M
Winner
XLI
+7.96%
FIDU
+6.93%
1Y
XLI
+20.10%
Winner
FIDU
+21.55%
5Y(CAGR)
XLI
+13.22%
Winner
FIDU
+13.34%
10Y(CAGR)
XLI
+13.82%
Winner
FIDU
+13.91%
Max(CAGR)
XLI
+9.23%
Winner
FIDU
+12.66%
XLI vs FIDU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLI | FIDU |
|---|---|---|
| 2026 | +13.68% | +13.77% |
| 2025 | +19.75% | +19.17% |
| 2024 | +18.50% | +17.74% |
| 2023 | +17.87% | +22.28% |
| 2022 | -4.80% | -7.83% |
| 2021 | +24.08% | +23.98% |
| 2020 | +8.90% | +11.93% |
| 2019 | +28.43% | +30.46% |
| 2018 | -13.75% | -14.44% |
| 2017 | +23.23% | +21.32% |
| 2016 | +21.64% | +22.33% |
| 2015 | -4.19% | -3.22% |
| 2014 | +11.92% | +8.05% |
| 2013 | +37.25% | +7.91% |
| 2012 | +12.46% | N/A |
| 2011 | -1.82% | N/A |
| 2010 | +25.43% | N/A |
| 2009 | +17.74% | N/A |
| 2008 | -37.71% | N/A |
| 2007 | +12.77% | N/A |
| 2006 | +13.25% | N/A |
| 2005 | +3.64% | N/A |
| 2004 | +17.84% | N/A |
| 2003 | +28.54% | N/A |
| 2002 | -24.58% | N/A |
| 2001 | -6.01% | N/A |
| 2000 | +9.58% | N/A |
| 1999 | +8.76% | N/A |
XLI vs FIDU Drawdown Comparison
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current XLI drawdown is -3.72%. The current FIDU drawdown is -4.37%.
| Rank | XLI | FIDU |
|---|---|---|
| #1 | -62.27% Oct 9, 2007 - Apr 29, 2011 | -42.29% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -43.29% Dec 11, 2000 - Dec 1, 2004 | -24.52% Sep 21, 2018 - Jul 16, 2019 |
| #3 | -42.31% Feb 12, 2020 - Nov 9, 2020 | -22.86% Nov 16, 2021 - Jun 29, 2023 |
| #4 | -25.84% Apr 29, 2011 - Mar 15, 2012 | -20.53% Nov 29, 2024 - Jun 26, 2025 |
| #5 | -24.10% Sep 21, 2018 - Jul 24, 2019 | -16.19% Mar 2, 2015 - Apr 26, 2016 |
| #6 | -21.66% Jan 4, 2022 - Jun 15, 2023 | -12.97% Aug 1, 2023 - Dec 11, 2023 |
| #7 | -18.50% Nov 29, 2024 - May 16, 2025 | -12.23% Mar 2, 2026 - May 6, 2026 |
| #8 | -15.69% Feb 20, 2015 - Apr 27, 2016 | -11.25% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -14.93% Dec 31, 1999 - Apr 7, 2000 | -11.11% Jan 26, 2018 - Sep 18, 2018 |
| #10 | -12.57% Aug 1, 2023 - Dec 12, 2023 | -7.70% Jul 24, 2019 - Sep 13, 2019 |
| #11 | -12.44% May 5, 2006 - Nov 16, 2006 | -7.31% Jan 15, 2014 - Mar 4, 2014 |
| #12 | -12.22% Mar 2, 2026 - Jun 15, 2026 | -6.60% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -12.16% Mar 16, 2012 - Dec 10, 2012 | -6.54% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -11.41% May 16, 2000 - Aug 11, 2000 | -6.38% Aug 11, 2021 - Oct 21, 2021 |
| #15 | -11.30% Jan 26, 2018 - Sep 21, 2018 | -6.37% Jan 12, 2021 - Feb 9, 2021 |
Correlation
Correlation between XLI and FIDU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
XLI vs FIDU dividend yield comparison.
| Year | XLI | FIDU |
|---|---|---|
| 2026 | 0.50% | 0.50% |
| 2025 | 1.29% | 1.02% |
| 2024 | 1.44% | 1.42% |
| 2023 | 1.63% | 1.42% |
| 2022 | 1.63% | 1.48% |
| 2021 | 1.25% | 1.12% |
| 2020 | 1.55% | 1.28% |
| 2019 | 1.94% | 1.73% |
| 2018 | 2.15% | 1.99% |
| 2017 | 1.77% | 1.60% |
| 2016 | 2.07% | 1.63% |
| 2015 | 2.15% | 1.98% |
| 2014 | 1.85% | 1.55% |
| 2013 | 1.67% | 0.31% |
| 2012 | 2.27% | 0.00% |
| 2011 | 2.16% | 0.00% |
| 2010 | 1.68% | 0.00% |
| 2009 | 2.32% | 0.00% |
| 2008 | 3.10% | 0.00% |
| 2007 | 1.45% | 0.00% |
| 2006 | 2.22% | 0.00% |
| 2005 | 1.56% | 0.00% |
| 2004 | 1.30% | 0.00% |
| 2003 | 1.28% | 0.00% |
| 2002 | 1.60% | 0.00% |
| 2001 | 1.23% | 0.00% |
| 2000 | 1.06% | 0.00% |
| 1999 | 0.66% | 0.00% |
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