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 +12.7% compared to +12.3%
XLI vs FIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLI
$30B
FIDU
$2.10B
Expense Ratio
XLI
0.08%
FIDU
0.08%
Max Drawdown
XLI
63.34%
Winner
FIDU
42.69%
Sharpe Ratio
XLI
1.17
Winner
FIDU
1.27
5Y Beta
Winner
XLI
0.89
FIDU
0.95
P/E Ratio
Winner
XLI
32.37
FIDU
36.85
Forward P/E
XLI
26.43
Winner
FIDU
25.80
PEG Ratio
XLI
0.68
FIDU
N/A
5Y Dividends CAGR
Winner
XLI
7.99%
FIDU
7.96%
5Y EPS CAGR
XLI
10.63%
Winner
FIDU
11.74%
Debt to Equity
Winner
XLI
64.26%
FIDU
72.98%
P/S Ratio
XLI
3.19
Winner
FIDU
2.66
P/B Ratio
XLI
7.25
Winner
FIDU
6.39
XLI vs FIDU - Holdings Comparison
XLI and FIDU have 47 common holdings. Overlap is 51.37%
XLI's top 25 holdings weight is 66.67%. FIDU's top 25 holdings weight is 47.27%.
| Rank | XLI | FIDU |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 7.78% | CATERPILLAR INC (CAT) - 6.05% |
| #2 | GE AEROSPACE (GE) - 6.07% | GE AEROSPACE (GE) - 4.72% |
| #3 | GE VERNOVA INC (GEV) - 5.31% | GE VERNOVA INC (GEV) - 4.13% |
| #4 | RTX CORP (RTX) - 4.42% | RTX CORP (RTX) - 3.41% |
| #5 | BOEING CO (BA) - 3.16% | BOEING CO (BA) - 2.44% |
| #6 | UNION PACIFIC CORP (UNP) - 2.96% | UNION PACIFIC CORP (UNP) - 2.29% |
| #7 | EATON CORP PLC (ETN) - 2.88% | EATON CORP PLC (ETN) - 2.23% |
| #8 | HONEYWELL INTERNATIONAL INC (HON) - 2.71% | HONEYWELL INTERNATIONAL INC (HON) - 2.09% |
| #9 | UBER TECHNOLOGIES INC (UBER) - 2.66% | UBER TECHNOLOGIES INC (UBER) - 1.97% |
| #10 | DEERE & CO (DE) - 2.46% | DEERE & CO (DE) - 1.93% |
| #11 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.28% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.67% |
| #12 | QUANTA SERVICES INC (PWR) - 2.04% | LOCKHEED MARTIN CORP (LMT) - 1.58% |
| #13 | PARKER HANNIFIN CORP (PH) - 2.02% | QUANTA SERVICES INC (PWR) - 1.57% |
| #14 | LOCKHEED MARTIN CORP (LMT) - 1.99% | PARKER HANNIFIN CORP (PH) - 1.56% |
| #15 | HOWMET AEROSPACE INC (HWM) - 1.93% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.46% |
| #16 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.88% | HOWMET AEROSPACE INC (HWM) - 1.42% |
| #17 | CUMMINS INC (CMI) - 1.70% | CUMMINS INC (CMI) - 1.31% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.62% | FEDEX CORP (FDX) - 1.27% |
| #19 | GENERAL DYNAMICS CORP (GD) - 1.61% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% |
| #20 | CSX CORP (CSX) - 1.60% | CSX CORP (CSX) - 1.23% |
| #21 | FEDEX CORP (FDX) - 1.59% | XPO INC (XPO) - 0.35% |
| #22 | n/a (JCI) - 1.58% | VERISK ANALYTICS INC (VRSK) - 0.34% |
| #23 | 3M CO (MMM) - 1.49% | STERLING INFRASTRUCTURE INC (STRL) - 0.34% |
| #24 | WASTE MANAGEMENT INC (WM) - 1.47% | ATI INC (ATI) - 0.33% |
| #25 | EMERSON ELECTRIC CO (EMR) - 1.46% | CARPENTER TECHNOLOGY CORP (CRS) - 0.32% |
| Total Holdings | 82 | 321 |
XLI vs FIDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLI
+1.03%
FIDU
+0.67%
3M
XLI
+1.51%
Winner
FIDU
+2.55%
6M
XLI
+13.38%
Winner
FIDU
+14.57%
1Y
XLI
+22.81%
Winner
FIDU
+26.36%
5Y(CAGR)
XLI
+12.27%
Winner
FIDU
+12.70%
10Y(CAGR)
XLI
+13.90%
Winner
FIDU
+14.17%
Max(CAGR)
XLI
+9.16%
Winner
FIDU
+12.67%
XLI vs FIDU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLI | FIDU |
|---|---|---|
| 2026 | +10.56% | +12.15% |
| 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 -2.37%. The current FIDU drawdown is -1.69%.
| 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 - Mar 30, 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 | 0.26% | 0.28% |
| 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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