Compare · 2 funds side by side · dividends reinvested

FIDU and IYT

FIDUFidelity×IYTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,510FIDU · best of the two

02 / 04

FIDU and IYT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.91%+11.0%+10.3%+22.7%+11.9%−12.4%18.3%$2.3B1.4

iShares U.S. Transportation ETFSectors · Industrials0.37%0.92%+11.8%+15.4%+17.4%+5.2%−12.6%20.1%$2.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FIDU 2013 · IYT 2003

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Industrials Index ETF · $2.3B$17,510

FIDU

IYT

iShares U.S. Transportation ETF · $2.0B$12,909

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

FIDUMeasureIYT

+11.0%Year to dateJan 1 → Nov 3+11.8%

+10.3%1 yearTotal return+15.4%

+22.7%3 years · per year$10,000 became $18,471 · $16,174+17.4%

+11.9%5 years · per year$10,000 became $17,510 · $12,909+5.2%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

0.91%Trailing 12-mo yield$91 · $92 a year on $10k0.92%

−12.4%Worst dropSmaller is better−12.6%

18.3%VolatilityLower is calmer20.1%

FIDUIYT Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3FIDU wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIDU vs IYT: Top 5 Holdings

Today

FIDU

19.5%in top 5

IYT

in top 552.2%

FIDUStockIYT

2.7%UNP18.7%

not top 5UBER13.8%

not top 5CSX10.0%

4.9%GEnot top 5

not top 5UPS4.9%

not top 5NSC4.8%

4.2%CATnot top 5

4.1%RTXnot top 5

3.5%GEVnot top 5

Held in common12.7%

End-of-day Nov 3, 2026 · share of each fund

FIDU vs IYT Returns, Every Period

FidelityFIDU

+11.9%

5 years, per year

IYTiShares

+5.2%

5 years, per year

FIDUIYTFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FIDU vs IYT

YTD

FidelityFIDU

+11.0%

IYTiShares

+11.8%

+11.0%Year to date+11.8%

−12.4%Worst drop · 1Y−12.6%

18.3%Volatility · 1Y20.1%

0.9%Yield0.9%

$2.3BAssets$2.0B

2–1FIDU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIDU, IYT

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

IYT0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FIDU, IYT

0.92%highest, IYT

FundTrailing yieldYield$10k

IYT0.92%$92

FIDU0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, FIDU

FIDU$91 − $8 = $83

IYT$92 − $37 = $55

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FIDU, IYT

Today

12.7%most shared, FIDU and IYT

FIDUIYT

FIDU—12.7%

IYT12.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.4%IYT, at 20.1% volatility

FIDUWorst drop−12.4%18.3% vol

IYTWorst drop−12.6%20.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IYTFIDU

+11.8%Year to date+11.0%

0.9%Yield0.9%

+15.4%Past year+10.3%

0.37%Fee0.08%

2–1IYT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026