Compare · 2 funds side by side · dividends reinvested

FIDU and XLI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,687XLI · best of the two

02 / 04

FIDU and XLI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.0

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.91%+11.0%+10.3%+22.7%+11.9%−12.4%18.3%$2.3B1.9

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 · XLI 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FIDU

XLI

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

$10,000 five years ago, dividends reinvested · they hold 75.3% in common

FIDUMeasureXLI

+11.0%Year to dateJan 1 → Nov 3+11.3%

+10.3%1 yearTotal return+11.7%

+22.7%3 years · per year$10,000 became $18,471 · $18,519+22.8%

+11.9%5 years · per year$10,000 became $17,510 · $17,687+12.1%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

0.91%Trailing 12-mo yield$91 · $110 a year on $10k1.10%

−12.4%Worst dropSmaller is better−12.2%

18.3%VolatilityLower is calmer17.3%

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

0–7XLI 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 XLI: Top 5 Holdings

Today

FIDU

19.5%in top 5

XLI

in top 524.2%

FIDUStockXLI

4.9%GE6.0%

4.2%CAT5.5%

4.1%RTX5.0%

3.5%GEV4.4%

2.7%UNP3.3%

Held in common75.3%

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

FIDU vs XLI Returns, Every Period

FidelityFIDU

+11.9%

5 years, per year

XLISPDR

+12.1%

5 years, per year

FIDUXLIFaded: behind in that period

0–4XLI wins

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

FIDU vs XLI

YTD

FidelityFIDU

+11.0%

XLISPDR

+11.3%

+11.0%Year to date+11.3%

−12.4%Worst drop · 1Y−12.2%

18.3%Volatility · 1Y17.3%

0.9%Yield1.1%

$2.3BAssets$31.5B

4–0XLI wins

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

Cost, Income and Risk

Fees: FIDU, XLI

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

XLI0.08%$8

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

Yields: FIDU, XLI

1.10%highest, XLI

FundTrailing yieldYield$10k

XLI1.10%$110

FIDU0.91%$91

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

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

FIDU$91 − $8 = $83

KeptFee

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

Overlap: FIDU, XLI

Today

75.3%most shared, FIDU and XLI

FIDUXLI

FIDU—75.3%

XLI75.3%—

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

Return vs Bumpiness: 2 ETFs

+11.7%XLI, at 17.3% volatility

XLIWorst drop−12.2%17.3% vol

FIDUWorst drop−12.4%18.3% vol

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

Paid More vs Made More

YTD

XLIFIDU

+11.3%Year to date+11.0%

1.1%Yield0.9%

+11.7%Past year+10.3%

0.08%Fee0.08%

3–0XLI 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