FIDU vs IVV
Fidelity MSCI Industrials Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FIDU delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FIDU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.08% | 0.03% | |
| AUM | $2.4B | $865.2B | |
| Dividend Yield | 0.90% | 1.09% | |
| Holdings | 355 | 508 | |
| YTD Return | +18.03% | +14.50% | |
| 1Y Return | +23.24% | +22.02% | |
| 3Y Return (annualized) | +21.15% | +21.80% | |
| 5Y Return (annualized) | +13.84% | +13.37% | |
| Volatility (annualized) | 18.1% | 15.1% | |
| Max Drawdown | -42.7% | -56.5% | |
| Fund Family | Fidelity Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 21, 2013 | May 15, 2000 |
FIDU vs IVV Performance
Fidelity MSCI Industrials Index ETF (FIDU) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FIDU returned +23.24% while IVV returned +22.02%. Year to date, FIDU is up 18.03% versus a gain of 14.50% for IVV.
Over three years, FIDU compounded at +21.15% per year against +21.80% for IVV; over five years the annualized figures are +13.84% and +13.37% respectively. Across the full 13-year window we track, FIDU has the edge at +11.80% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FIDU has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -42.7% for FIDU and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FIDU charges 0.08% per year while IVV charges 0.03%. On a $10,000 position that is $8 vs $3 annually, a gap of $5 per year that compounds over a long holding period. On income, FIDU currently yields 0.90% against 1.09% for IVV.
Holdings Overlap
FIDU and IVV share 73 holdings out of 766 unique holdings combined, representing a 8.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FIDU or IVV?
FIDU has an expense ratio of 0.08% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, FIDU or IVV?
Over the past year FIDU returned +23.24% vs +22.02% for IVV, so FIDU leads on 1-year performance. Over the longest common window we track (13 years), FIDU annualized +11.80% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, FIDU or IVV?
FIDU has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: FIDU -42.7% vs IVV -56.5%.
Should I hold both FIDU and IVV?
FIDU and IVV have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between FIDU and IVV?
FIDU and IVV share 73 common holdings with a 8.0% weight overlap. Combined, they hold 766 unique securities.
Which pays a higher dividend, FIDU or IVV?
FIDU yields 0.90% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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