Compare · 2 funds side by side · dividends reinvested

FXR and FIDU

FXRFirst Trust×FIDUFidelity×

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

FXR and FIDU, 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%$2.3B1.3

First Trust Industrials/Producer Durables AlphaDEX FundSectors · Industrials0.60%0.74%+12.2%+14.8%+19.6%+8.9%−13.7%19.3%$724M1.8

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: FXR 2007 · FIDU 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Industrials/Producer Durables AlphaDEX Fund · $724M$15,298

FXR

FIDU

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

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

FXRMeasureFIDU

+12.2%Year to dateJan 1 → Nov 3+11.0%

+14.8%1 yearTotal return+10.3%

+19.6%3 years · per year$10,000 became $17,111 · $18,471+22.7%

+8.9%5 years · per year$10,000 became $15,298 · $17,510+11.9%

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

0.74%Trailing 12-mo yield$74 · $91 a year on $10k0.91%

−13.7%Worst dropSmaller is better−12.4%

19.3%VolatilityLower is calmer18.3%

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

2–6FIDU wins

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

More Ways to See the Pairs

FXR vs FIDU: Top 5 Holdings

Today

FXR

6.6%in top 5

FIDU

in top 519.5%

FXRStockFIDU

not top 5GE4.9%

not top 5CAT4.2%

not top 5RTX4.1%

not top 5GEV3.5%

not top 5UNP2.7%

1.6%ADTnot top 5

1.3%TRUnot top 5

1.3%PNRnot top 5

1.2%Gnot top 5

1.2%AMTMnot top 5

Held in common28.2%

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

FXR vs FIDU Returns, Every Period

First TrustFXR

+8.9%

5 years, per year

FIDUFidelity

+11.9%

5 years, per year

FXRFIDUFaded: behind in that period

2–2Level

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

FXR vs FIDU

YTD

First TrustFXR

+12.2%

FIDUFidelity

+11.0%

+12.2%Year to date+11.0%

−13.7%Worst drop · 1Y−12.4%

19.3%Volatility · 1Y18.3%

0.7%Yield0.9%

$724MAssets$2.3B

3–1FIDU wins

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

Cost, Income and Risk

Fees: FXR, FIDU

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

FXR0.60%$60

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

Yields: FXR, FIDU

0.91%highest, FIDU

FundTrailing yieldYield$10k

FIDU0.91%$91

FXR0.74%$74

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

Income After Fees on $10,000

$83most kept, FIDU

FIDU$91 − $8 = $83

FXR$74 − $60 = $14

KeptFee

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

Overlap: FXR, FIDU

Today

28.2%most shared, FXR and FIDU

FXRFIDU

FXR—28.2%

FIDU28.2%—

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

Return vs Bumpiness: 2 ETFs

+14.8%FXR, at 19.3% volatility

FIDUWorst drop−12.4%18.3% vol

FXRWorst drop−13.7%19.3% vol

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

Paid More vs Made More

YTD

FIDUFXR

+11.0%Year to date+12.2%

0.9%Yield0.7%

+10.3%Past year+14.8%

0.08%Fee0.60%

2–2level

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