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EXI vs FIDU

iShares Global Industrials ETF vs Fidelity MSCI Industrials Index ETF

EXI

iShares Global Industrials ETF

iShares

Annual cost

0.39%

Fund size

$1.4B

FIDU

Fidelity MSCI Industrials Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.1B

Key differences

  • FIDU costs 0.31% less per year.
  • Over the last 3 years, FIDU has delivered higher annualized returns.
  • EXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EXIFIDU
Annual cost (TER)0.39%0.08%
Fund size (AUM)$1.4B$2.1B
Since20062013
Dividend yield1.18%0.95%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.0%+27.2%
CAGR 3Y+20.8%+22.8%
CAGR 5Y+11.5%+12.6%
Sharpe 3Y1.051.08
Volatility 1Y15.89%16.46%
Max drawdown-39.56%-42.31%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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