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FIDU vs VIS

Fidelity MSCI Industrials Index ETF vs Vanguard Industrials Index Fund ETF Shares

FIDU

Fidelity MSCI Industrials Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.1B

VIS

Vanguard Industrials Index Fund ETF Shares

Vanguard

Annual cost

0.09%

Fund size

$8.3B

Key differences

  • VIS is significantly larger than FIDU — larger funds tend to be more liquid and less likely to close.
  • VIS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIDUVIS
Annual cost (TER)0.08%0.09%
Fund size (AUM)$2.1B$8.3B
Since20132004
Dividend yield0.95%0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.2%+27.2%
CAGR 3Y+22.8%+22.8%
CAGR 5Y+12.6%+12.4%
Sharpe 3Y1.081.07
Volatility 1Y16.46%16.41%
Max drawdown-42.31%-42.42%

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

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