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Fidelity® MSCI Industrials Index ETF (FIDU)
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Upturn Advisory Summary
12/05/2025: FIDU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 26.92% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 58.99 - 77.66 | Updated Date 06/30/2025 |
52 Weeks Range 58.99 - 77.66 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity® MSCI Industrials Index ETF
ETF Overview
Overview
Fidelityu00ae MSCI Industrials Index ETF (FIDU) seeks to provide investment results that correspond to the performance of the MSCI USA IMI Industrials Index, focusing on the industrials sector. It utilizes a passive management strategy to track the index by investing in a representative sample of securities included in the index.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record in the investment management industry.
Management Expertise
Fidelity has a team of experienced portfolio managers and analysts dedicated to managing their ETF offerings.
Investment Objective
Goal
To provide investment results that correspond to the performance of the MSCI USA IMI Industrials Index.
Investment Approach and Strategy
Strategy: Tracks the MSCI USA IMI Industrials Index, which represents the performance of the industrials sector in the U.S. equity market.
Composition Primarily holds stocks of companies within the industrials sector, including aerospace and defense, construction, machinery, and transportation.
Market Position
Market Share: Fidelityu00ae MSCI Industrials Index ETFu2019s market share is relatively smaller compared to its larger competitors.
Total Net Assets (AUM): 50500000
Competitors
Key Competitors
- Industrial Select Sector SPDR Fund (XLI)
- Vanguard Industrials ETF (VIS)
- iShares U.S. Industrials ETF (IYJ)
Competitive Landscape
The ETF industry is highly competitive. FIDU faces stiff competition from larger, more established ETFs like XLI and VIS. These competitors have significantly higher AUM and trading volume, potentially offering greater liquidity and tighter bid-ask spreads. However, FIDU provides a low-cost option for investors seeking exposure to the industrials sector.
Financial Performance
Historical Performance: Historical performance data is not provided directly but can be found on financial websites.
Benchmark Comparison: The ETF's performance is designed to closely track the MSCI USA IMI Industrials Index. Deviations are primarily due to the expense ratio and tracking errors.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume for FIDU is relatively low, affecting ease of entry and exit.
Bid-Ask Spread
The bid-ask spread can be wider due to lower trading volume, which can increase the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth, infrastructure spending, and global trade all impact the industrials sector. Current market conditions, such as inflation, interest rate hikes, and supply chain disruptions, can significantly influence the performance of industrials companies and, consequently, the ETF.
Growth Trajectory
The growth trajectory is tied to the overall health of the industrial sector, which can be cyclical and heavily dependent on economic cycles. Changes to strategy and holdings would be index-driven to maintain tracking.
Moat and Competitive Advantages
Competitive Edge
FIDU's competitive advantage lies primarily in its low expense ratio, which makes it an attractive option for cost-conscious investors. The ETF offers access to the industrials sector at a reasonable price. However, its smaller size and lower trading volume compared to competitors could be disadvantages for some investors. Its passive investment strategy ensures broad market exposure within the industrials sector, providing diversification.
Risk Analysis
Volatility
The volatility is tied to the industrials sector, which can be sensitive to economic cycles.
Market Risk
Market risk includes economic downturns, geopolitical events, and changes in government regulations that can affect the industrials sector.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to the U.S. industrials sector with a long-term investment horizon. They are comfortable with the sector's cyclical nature and potential volatility.
Market Risk
The ETF is suitable for long-term investors and passive index followers looking for sector-specific exposure.
Summary
The Fidelityu00ae MSCI Industrials Index ETF (FIDU) offers a low-cost option for investors seeking to track the performance of the U.S. industrials sector. It is a passively managed ETF that aims to replicate the MSCI USA IMI Industrials Index. While it benefits from a low expense ratio and Fidelity's reputable management, its smaller size and lower trading volume compared to larger competitors may affect liquidity. It's most suitable for long-term investors comfortable with the industrials sector's cyclical nature.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity® MSCI Industrials Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Industrials 25/25 Index, which represents the performance of the industrial sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Industrials 25/25 Index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.