Compare · 2 funds side by side · dividends reinvested

FTXR and FIDU

FTXRFirst Trust×FIDUFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,532FIDU · best of the two

02 / 04

FTXR and FIDU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Transportation ETFSectors · Industrials0.60%1.02%+14.6%+24.6%+22.9%+7.9%−14.5%21.4%$162M1.5

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.92%+9.5%+9.4%+21.6%+11.9%−12.4%18.4%$2.3B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTXR 2016 · FIDU 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Transportation ETF · $162M$14,597

FTXR

FIDU

Fidelity MSCI Industrials Index ETF · $2.3B$17,532

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

FTXRMeasureFIDU

+14.6%Year to dateJan 1 → Nov 4+9.5%

+24.6%1 yearTotal return+9.4%

+22.9%3 years · per year$10,000 became $18,562 · $17,986+21.6%

+7.9%5 years · per year$10,000 became $14,597 · $17,532+11.9%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

1.02%Trailing 12-mo yield$102 · $92 a year on $10k0.92%

−14.5%Worst dropSmaller is better−12.4%

21.4%VolatilityLower is calmer18.4%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTXR vs FIDU: Top 5 Holdings

Today

FTXR

38.5%in top 5

FIDU

in top 519.6%

FTXRStockFIDU

8.5%TSLAnot top 5

8.1%GMnot top 5

7.9%UNP2.7%

7.0%FDXnot top 5

6.9%Fnot top 5

not top 5GE4.9%

not top 5CAT4.3%

not top 5RTX4.1%

not top 5GEV3.7%

Held in common12.5%

End-of-day Nov 4, 2026 · share of each fund

FTXR vs FIDU Returns, Every Period

First TrustFTXR

+7.9%

5 years, per year

FIDUFidelity

+11.9%

5 years, per year

FTXRFIDUFaded: behind in that period

3–1FTXR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FTXR vs FIDU

YTD

First TrustFTXR

+14.6%

FIDUFidelity

+9.5%

+14.6%Year to date+9.5%

−14.5%Worst drop · 1Y−12.4%

21.4%Volatility · 1Y18.4%

1.0%Yield0.9%

$162MAssets$2.3B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTXR, FIDU

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

FTXR0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FTXR, FIDU

1.02%highest, FTXR

FundTrailing yieldYield$10k

FTXR1.02%$102

FIDU0.92%$92

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$84most kept, FIDU

FIDU$92 − $8 = $84

FTXR$102 − $60 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FTXR, FIDU

Today

12.5%most shared, FTXR and FIDU

FTXRFIDU

FTXR—12.5%

FIDU12.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%FTXR, at 21.4% volatility

FIDUWorst drop−12.4%18.4% vol

FTXRWorst drop−14.5%21.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FTXRFIDU

+14.6%Year to date+9.5%

1.0%Yield0.9%

+24.6%Past year+9.4%

0.60%Fee0.08%

3–1FTXR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026