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FIDU vs EXI

Fidelity MSCI Industrials Index ETF vs iShares Global Industrials ETF

FIDU

Fidelity MSCI Industrials Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.1B

EXI

iShares Global Industrials ETF

iShares

Annual cost

0.39%

Fund size

$1.4B

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

FIDUEXI
Annual cost (TER)0.08%0.39%
Fund size (AUM)$2.1B$1.4B
Since20132006
Dividend yield0.95%1.18%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.2%+23.0%
CAGR 3Y+22.8%+20.8%
CAGR 5Y+12.6%+11.5%
Sharpe 3Y1.081.05
Volatility 1Y16.46%15.89%
Max drawdown-42.31%-39.56%

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

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