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IYJ vs FIDU

iShares U.S. Industrials ETF vs Fidelity MSCI Industrials Index ETF

IYJ

iShares U.S. Industrials ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

FIDU

Fidelity MSCI Industrials Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.1B

Key differences

  • FIDU costs 0.30% less per year.
  • Over the last 3 years, FIDU has delivered higher annualized returns.
  • IYJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYJFIDU
Annual cost (TER)0.38%0.08%
Fund size (AUM)$2.0B$2.1B
Since20002013
Dividend yield0.77%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.0%+27.2%
CAGR 3Y+17.6%+22.8%
CAGR 5Y+8.1%+12.6%
Sharpe 3Y0.861.08
Volatility 1Y15.10%16.46%
Max drawdown-40.20%-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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