Should You Invest in the Fidelity MSCI Industrials Index ETF (FIDU)?

19.11.24 12:20 Uhr

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Looking for broad exposure to the Industrials - Broad segment of the equity market? You should consider the Fidelity MSCI Industrials Index ETF (FIDU), a passively managed exchange traded fund launched on 10/21/2013.Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.Additionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Industrials - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 12, placing it in bottom 25%.Index DetailsThe fund is sponsored by Fidelity. It has amassed assets over $1.25 billion, making it one of the larger ETFs attempting to match the performance of the Industrials - Broad segment of the equity market. FIDU seeks to match the performance of the MSCI USA IMI Industrials Index before fees and expenses.The MSCI USA IMI Industrials 25/25 Index represents the performance of the industrial sector in the U.S. equity market.CostsWhen considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal.Annual operating expenses for this ETF are 0.08%, making it one of the least expensive products in the space.It has a 12-month trailing dividend yield of 1.20%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation in the Industrials sector--about 100% of the portfolio.Looking at individual holdings, General Electric Common Stock Usd.01 (GE) accounts for about 3.52% of total assets, followed by Caterpillar Inc Common Stock Usd1.0 (CAT) and Rtx Corp Common Stock Usd1.0 (RTX).The top 10 holdings account for about 26.40% of total assets under management.Performance and RiskThe ETF has gained about 22.47% so far this year and it's up approximately 33.68% in the last one year (as of 11/19/2024). In that past 52-week period, it has traded between $56.23 and $76.97.The ETF has a beta of 1.10 and standard deviation of 18.22% for the trailing three-year period, making it a medium risk choice in the space. With about 370 holdings, it effectively diversifies company-specific risk.AlternativesFidelity MSCI Industrials Index ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, FIDU is an excellent option for investors seeking exposure to the Industrials ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well.Vanguard Industrials ETF (VIS) tracks MSCI US Investable Market Industrials 25/50 Index and the Industrial Select Sector SPDR ETF (XLI) tracks Industrial Select Sector Index. Vanguard Industrials ETF has $5.80 billion in assets, Industrial Select Sector SPDR ETF has $21.33 billion. VIS has an expense ratio of 0.10% and XLI charges 0.09%.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.Want key ETF info delivered straight to your inbox?Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.Get it free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Fidelity MSCI Industrials Index ETF (FIDU): ETF Research Reports GE Aerospace (GE): Free Stock Analysis Report Caterpillar Inc. (CAT): Free Stock Analysis Report Vanguard Industrials ETF (VIS): ETF Research Reports Industrial Select Sector SPDR ETF (XLI): ETF Research Reports RTX Corporation (RTX): Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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DatumRatingAnalyst
07.12.2018MSCI OverweightBarclays Capital
27.07.2018MSCI OutperformBMO Capital Markets
04.08.2017MSCI BuyUBS AG
18.07.2017MSCI Equal WeightBarclays Capital
06.02.2015MSCI NeutralUBS AG
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07.12.2018MSCI OverweightBarclays Capital
27.07.2018MSCI OutperformBMO Capital Markets
04.08.2017MSCI BuyUBS AG
DatumRatingAnalyst
18.07.2017MSCI Equal WeightBarclays Capital
06.02.2015MSCI NeutralUBS AG
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