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FIDU - ETF AI Analysis
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Fidelity MSCI Industrial Index ETF (FIDU)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Industrial Holdings
Many of the largest positions, such as Caterpillar, Boeing, Honeywell, and Deere, have delivered strong year-to-date results that support the fund’s overall performance.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Sector Concentration
With the vast majority of assets in industrials, the ETF is highly exposed to downturns in a single sector.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, offering very little exposure to other regions.
Mixed Performance Among Top Holdings
While many top positions are performing well, at least one key holding has shown weak year-to-date results, which can drag on overall returns.
FIDU vs. SPDR S&P 500 ETF (SPY)
AUM1.99B
RegionNorth America
Expense Ratio0.08%
Beta0.96
IssuerFidelity
Inception DateOct 21, 2013
Dividend Yield0.89%
Asset ClassEquity
Index TrackedMSCI USA IMI Industrials 25/25 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume96,975
30 Day Avg. Volume110,050
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
101.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering356
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FIDU Summary
FIDU is an exchange-traded fund (ETF) that follows the MSCI USA IMI Industrials 25/25 Index, focusing mainly on U.S. industrial companies. It owns a wide mix of businesses tied to manufacturing, transportation, and infrastructure, including well-known names like GE Aerospace and Caterpillar. Investors might consider FIDU if they want simple, one-click exposure to the industrial part of the economy, which can benefit when construction, shipping, and business investment are strong. A key risk is that it is heavily focused on industrial and related stocks, so its price can rise or fall sharply with changes in the economy and business cycles.
How much will it cost me?The Fidelity MSCI Industrial Index ETF (FIDU) has an expense ratio of 0.084%, meaning you’ll pay $0.84 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?The Fidelity MSCI Industrial Index ETF (FIDU) could benefit from increased infrastructure spending, technological advancements in manufacturing, and economic growth in the U.S., which supports industrial activity. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies in the sector, and economic slowdowns that reduce demand for construction and transportation services. The ETF's heavy reliance on U.S. industrials and top holdings like GE and Caterpillar makes it sensitive to domestic economic conditions and sector-specific trends.
FIDU Top 10 Holdings
FIDU is very much an industrials story, with U.S. manufacturing and aerospace names in the driver’s seat. Caterpillar, Honeywell, Deere, and RTX have been steadily rising, giving the fund a solid backbone of cyclical and defense-related strength. Boeing, despite its recent bounce, is still a bit of a wild card, with ongoing issues keeping it from fully pulling its weight. GE Aerospace and GE Vernova add more aerospace and infrastructure flavor, while Uber is a smaller, more volatile outlier rather than a core performance engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Caterpillar | 5.07% | $100.46M | $349.88B | 123.43% | 76 Outperform | |
| GE Aerospace | 5.05% | $100.09M | $345.67B | 71.76% | 72 Outperform | |
| RTX | 3.91% | $77.53M | $274.91B | 66.21% | 74 Outperform | |
| GE Vernova Inc. | 3.23% | $64.06M | $220.35B | 153.24% | 69 Neutral | |
| Boeing | 2.59% | $51.34M | $187.64B | 30.98% | 54 Neutral | |
| Deere | 2.42% | $47.94M | $160.82B | 35.21% | 66 Neutral | |
| Union Pacific | 2.22% | $43.98M | $157.25B | 8.37% | 72 Outperform | |
| Honeywell International | 2.18% | $43.10M | $153.29B | 15.11% | 77 Outperform | |
| Eaton | 2.09% | $41.42M | $147.74B | 25.56% | 75 Outperform | |
| Uber Technologies | 2.06% | $40.75M | $149.77B | -6.38% | 74 Outperform |
FIDU Technical Analysis
Positive
―
Price Trends
87.68
Positive
84.62
Positive
81.12
Positive
Market Momentum
1.99
Negative
72.88
Negative
79.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FIDU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 91.52, equal to the 50-day MA of 87.68, and equal to the 200-day MA of 81.12, indicating a bullish trend. The MACD of 1.99 indicates Negative momentum. The RSI at 72.88 is Negative, neither overbought nor oversold. The STOCH value of 79.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FIDU.
FIDU Peer Comparison
Comparison Results
Performance Comparison
FIDU
Fidelity MSCI Industrial Index ETF
94.96
25.08
35.89%
AIRR
First Trust RBA American Industrial Renaissance ETF
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PPA
Invesco Aerospace & Defense ETF
―
―
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VIS
Vanguard Industrials ETF
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―
XAR
SPDR S&P Aerospace & Defense ETF
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IYJ
iShares U.S. Industrials ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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