FIDU vs VYM
Fidelity MSCI Industrials Index ETF vs Vanguard High Dividend Yield ETF
Which is better, FIDU or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. FIDU led over 3Y, 5Y and the full window, VYM over 1Y. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FIDU | VYM |
|---|---|---|
| Expense Ratio | 0.08% | 0.04%Best |
| AUM | $2.3B | $81.6B |
| Dividend Yield | 0.95% | 2.22% |
| Holdings | 364 | 613 |
| YTD Return | +8.07% | +10.96%Best |
| 1Y Return | +11.81% | +15.42%Best |
| 3Y Return (annualized) | +19.93%Best | +17.78% |
| 5Y Return (annualized) | +12.96%Best | +12.05% |
| Volatility (annualized) | 18.1% | 13.5%Best |
| Max Drawdown | -42.7% | -35.7%Best |
| $10,000 over 5 years | $18,392Best | $17,663 |
| Top 10 Weight | 31.3% | 26.1%Best |
| Fund Family | Fidelity Investments (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 21, 2013 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 24, 2013 to Sep 22, 2026 (12.9 years).
FIDU vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 12.9 years both funds cover.
FIDU vs VYM Performance
Fidelity MSCI Industrials Index ETF (FIDU) is an ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FIDU returned +11.81% while VYM returned +15.42%. Year to date, FIDU is up 8.07% versus a gain of 10.96% for VYM.
Over three years, FIDU compounded at +19.93% per year against +17.78% for VYM; over five years the annualized figures are +12.96% and +12.05% respectively. Across the full 13-year window we track, FIDU has the edge at +10.94% annualized vs +9.19%.
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 13.5% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 VYM charges 0.04%. On a $10,000 position that is $8 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, FIDU currently yields 0.95% against 2.22% for VYM.
Holdings Overlap
39.6% of FIDU's money is in holdings VYM also owns. 11.4% of VYM's money is in holdings FIDU also owns.
The two portfolios partly overlap.
77 positions in common, counted across the 350 positions we hold weights for in FIDU and 557 in VYM, against full books of 364 and 613.
What only one of them owns
Our book lists 453 positions for VYM that do not appear in our book for FIDU (85.7% of the fund), and 262 for FIDU that do not appear in VYM (58.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in FIDU | Weight in VYM | Difference |
|---|---|---|---|
| CATCaterpillar, Inc. | 5.37% | 1.50% | 3.87% |
| UNPUnion Pacific Corp | 2.50% | 0.70% | 1.80% |
| ETNEaton Corp Plc | 2.25% | 0.65% | 1.60% |
| LMTLockheed Martin Corp | 1.61% | 0.48% | 1.13% |
| ADPAutomatic Data Processing, Inc. | 1.65% | 0.43% | 1.22% |
| MMM3M Company | 1.28% | 0.37% | 0.91% |
| WMWaste Mgmt | 1.30% | 0.34% | 0.96% |
| JCIJohnson Controls International Plc | 1.26% | 0.36% | 0.90% |
| GDGeneral Dynamics Corp. | 1.22% | 0.40% | 0.82% |
| EMREmerson Electric Co. | 1.23% | 0.34% | 0.89% |
39.6% of FIDU is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FIDU or VYM?
FIDU has an expense ratio of 0.08% while VYM charges 0.04%. VYM is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, FIDU or VYM?
Over the past year FIDU returned +11.81% vs +15.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), FIDU annualized +10.94% vs +9.19% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FIDU or VYM?
FIDU has been the more volatile fund at 18.1% annualized versus 13.5% for VYM. Worst drawdown: FIDU -42.7% vs VYM -35.7%.
Should I hold both FIDU and VYM?
FIDU and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between FIDU and VYM?
39.6% of FIDU's money is in holdings VYM also owns. 11.4% of VYM's is in holdings FIDU also owns. They hold 77 positions in common, counted across the 350 positions we hold weights for in FIDU and 557 in VYM.
Which pays a higher dividend, FIDU or VYM?
FIDU yields 0.95% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than FIDU?
VYM has a lower expense ratio. FIDU led over 3Y, 5Y and the full window, VYM over 1Y. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.