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FIDU vs UXI

Fidelity MSCI Industrials Index ETF vs ProShares Ultra Industrials

FIDU

Fidelity MSCI Industrials Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.1B

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

Key differences

  • FIDU costs 0.87% less per year.
  • FIDU is significantly larger than UXI — larger funds tend to be more liquid and less likely to close.
  • FIDU follows a index tracking strategy; UXI uses leveraged.
  • Over the last 3 years, UXI has delivered higher annualized returns.
  • UXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIDUUXI
Annual cost (TER)0.08%0.95%
Fund size (AUM)$2.1B$32M
Since20132007
Dividend yield0.95%0.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+27.2%+44.7%
CAGR 3Y+22.8%+36.0%
CAGR 5Y+12.6%+12.9%
Sharpe 3Y1.080.99
Volatility 1Y16.46%31.02%
Max drawdown-42.31%-66.48%

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

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