FIDU:NYE-Fidelity® MSCI Industrials Index ETF (USD)

ETF | Industrials |

Last Closing

USD 70.25

Change

-0.09 (-0.13)%

Market Cap

USD 1.11B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Industrials

Symbol Name Price(Change) Market Cap
XLI Industrial Select Sector SPDR..

-0.11 (-0.08%)

USD 19.26B
PPA Invesco Aerospace & Defense ET..

-0.15 (-0.13%)

USD 3.64B
XAR SPDR® S&P Aerospace & Defense..

-0.01 (-0.01%)

USD 2.29B
FXR First Trust Industrials/Produc..

-0.08 (-0.11%)

USD 1.91B
PKB Invesco Dynamic Building & Con..

+0.06 (+0.08%)

USD 0.34B
XTN SPDR® S&P Transportation ETF

+0.35 (+0.44%)

USD 0.20B
IDRV iShares Self-Driving EV and Te..

-0.31 (-1.06%)

USD 0.18B
KARS KraneShares Electric Vehicles ..

-0.10 (-0.49%)

USD 0.08B
ROKT SPDR S&P Kensho Final Frontier..

-0.20 (-0.41%)

USD 0.02B
SEA U.S. Global Sea to Sky Cargo E..

+0.02 (+0.14%)

N/A

ETFs Containing FIDU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Industrials) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.73% 57% F 74% C
Dividend Return 0.65% 73% C 14% F
Total Return 15.38% 64% D 69% C-
Trailing 12 Months  
Capital Gain 27.10% 79% B- 79% B-
Dividend Return 0.72% 46% F 8% B-
Total Return 27.82% 64% D 76% C+
Trailing 5 Years  
Capital Gain 75.80% 79% B- 81% B-
Dividend Return 7.11% 69% C- 22% F
Total Return 82.91% 86% B+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.92% 79% B- 78% C+
Dividend Return 16.18% 79% B- 77% C+
Total Return 1.26% 71% C- 28% F
Risk Return Profile  
Volatility (Standard Deviation) 20.92% 71% C- 50% F
Risk Adjusted Return 77.31% 93% A 89% A-
Market Capitalization 1.11B 60% D- 59% D-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.