Compare · 2 funds side by side · dividends reinvested

IYT and FIDU

IYTiShares×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

IYT 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%$2.3B1.4

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: IYT 2003 · FIDU 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

IYT

FIDU

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

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

IYTMeasureFIDU

+11.8%Year to dateJan 1 → Nov 3+11.0%

+15.4%1 yearTotal return+10.3%

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

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

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

0.92%Trailing 12-mo yield$92 · $91 a year on $10k0.91%

−12.6%Worst dropSmaller is better−12.4%

20.1%VolatilityLower is calmer18.3%

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

3–5FIDU wins

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

More Ways to See the Pairs

IYT vs FIDU: Top 5 Holdings

Today

IYT

52.2%in top 5

FIDU

in top 519.5%

IYTStockFIDU

18.7%UNP2.7%

13.8%UBERnot top 5

10.0%CSXnot top 5

not top 5GE4.9%

4.9%UPSnot top 5

4.8%NSCnot top 5

not top 5CAT4.2%

not top 5RTX4.1%

not top 5GEV3.5%

Held in common12.7%

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

IYT vs FIDU Returns, Every Period

iSharesIYT

+5.2%

5 years, per year

FIDUFidelity

+11.9%

5 years, per year

IYTFIDUFaded: behind in that period

2–2Level

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

IYT vs FIDU

YTD

iSharesIYT

+11.8%

FIDUFidelity

+11.0%

+11.8%Year to date+11.0%

−12.6%Worst drop · 1Y−12.4%

20.1%Volatility · 1Y18.3%

0.9%Yield0.9%

$2.0BAssets$2.3B

2–1FIDU wins

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

Cost, Income and Risk

Fees: IYT, FIDU

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: IYT, FIDU

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: IYT, FIDU

Today

12.7%most shared, IYT and FIDU

IYTFIDU

IYT—12.7%

FIDU12.7%—

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