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Upturn AI SWOT - About
Fidelity® MSCI Industrials Index ETF (FIDU)
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Upturn Advisory Summary
08/14/2025: FIDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 27.31% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 track the performance of the MSCI USA IMI Industrials Index, offering exposure to U.S. industrials sector stocks. It uses a full replication strategy to mirror the index, providing diversified exposure to the sector.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record of managing ETFs and mutual funds.
Management Expertise
Fidelity has a large and experienced team of investment professionals dedicated to managing its ETF offerings.
Investment Objective
Goal
The ETF seeks to provide investment results that correspond to the performance of the MSCI USA IMI Industrials Index.
Investment Approach and Strategy
Strategy: The ETF employs a full replication strategy, investing in all or substantially all of the securities in the MSCI USA IMI Industrials Index.
Composition The ETF primarily holds stocks of U.S. companies in the industrials sector, including aerospace & defense, machinery, and transportation companies.
Market Position
Market Share: FIDU's market share among industrial sector ETFs is notable but less dominant compared to larger competitors.
Total Net Assets (AUM): 598800000
Competitors
Key Competitors
- Industrial Select Sector SPDR Fund (XLI)
- Vanguard Industrials ETF (VIS)
- iShares U.S. Industrials ETF (IYJ)
Competitive Landscape
The industrials ETF market is dominated by larger, more established funds like XLI and VIS. FIDU benefits from Fidelity's brand but faces stiff competition in terms of AUM and trading volume. Its lower expense ratio provides a competitive advantage, but it needs to attract more assets to gain significant market share.
Financial Performance
Historical Performance: Historical performance data is readily available, showing returns that closely track the MSCI USA IMI Industrials Index over various time periods.
Benchmark Comparison: The ETF's performance closely tracks the MSCI USA IMI Industrials Index, indicating effective replication.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally competitive, reflecting the ETF's tradability.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, trade policies, and infrastructure spending all influence the industrials sector and, therefore, the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the overall health of the U.S. industrial sector and the broader economy, with potential for increased demand based on cyclical recovery and infrastructure investments.
Moat and Competitive Advantages
Competitive Edge
Fidelity's brand recognition and low expense ratio give FIDU a competitive edge. The ETF offers broad exposure to the U.S. industrials sector through its index tracking strategy. Its full replication approach ensures accurate tracking of the benchmark index. The low expense ratio can attract cost-conscious investors.
Risk Analysis
Volatility
The ETF's volatility is comparable to that of the broader industrials sector and the overall market.
Market Risk
The ETF is subject to market risk, particularly sector-specific risks associated with the industrials industry, such as economic cycles and geopolitical events.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking targeted exposure to the U.S. industrials sector as part of a diversified portfolio.
Market Risk
The ETF is appropriate for long-term investors seeking passive index exposure and those looking to capitalize on potential growth in the industrial sector.
Summary
Fidelityu00ae MSCI Industrials Index ETF (FIDU) offers a cost-effective way to invest in the U.S. industrials sector. It closely tracks the MSCI USA IMI Industrials Index using a full replication strategy. Fidelity's brand and low expense ratio make it an attractive option for investors seeking targeted exposure. However, it faces competition from larger, more established ETFs in the space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- MSCI
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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.
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