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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 Top Holdings
Several key holdings, such as GE Aerospace and GE Vernova, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective compared to many other funds.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date gains, indicating strong momentum in the industrial sector.
Negative Factors
Sector Concentration Risk
Nearly 90% of the ETF’s exposure is in the industrials sector, making it vulnerable to downturns in this industry.
Weak Performance in Some Holdings
Certain top holdings, such as Union Pacific and Honeywell International, have underperformed year-to-date, dragging on overall returns.
Limited Geographic Diversification
The ETF is heavily concentrated in U.S. companies, with minimal exposure to international markets.
FIDU vs. SPDR S&P 500 ETF (SPY)
AUM1.58B
RegionNorth America
Expense Ratio0.08%
Beta0.96
IssuerFidelity
Inception DateOct 21, 2013
Dividend Yield0.98%
Asset ClassEquity
Index TrackedMSCI USA IMI Industrials 25/25 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume92,828
30 Day Avg. Volume66,031
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
94.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering359
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FIDU Summary
The Fidelity MSCI Industrial Index ETF (FIDU) is an investment fund that focuses on U.S. industrial companies, including those in manufacturing, construction, and transportation. It follows the MSCI USA IMI Industrials Index, which tracks the performance of industrial stocks. Some well-known companies in this ETF are GE Aerospace and Caterpillar. Investors might consider FIDU for potential growth and diversification, as the industrial sector plays a key role in economic development. However, new investors should be aware that the ETF’s performance can go up and down with the overall market, especially since it is heavily tied to the industrial sector.
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
The Fidelity MSCI Industrial Index ETF (FIDU) leans heavily into the industrial sector, with names like GE Aerospace and Caterpillar driving steady gains thanks to strong financial performance and strategic growth initiatives. Boeing is showing mixed signals, with operational challenges holding it back despite a robust backlog. On the weaker side, Honeywell and Eaton are lagging, weighed down by valuation concerns and uneven market momentum. With nearly 90% exposure to U.S. industrials, this fund is a focused bet on the sector’s resilience and innovation, though a few underperformers may temper its overall trajectory.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| GE Aerospace | 5.42% | $85.51M | $341.38B | 81.87% | 72 Outperform | |
| Caterpillar | 4.41% | $69.63M | $279.16B | 68.42% | 76 Outperform | |
| RTX | 3.93% | $61.94M | $249.02B | 61.46% | 74 Outperform | |
| GE Vernova Inc. | 2.85% | $44.92M | $179.70B | 71.47% | 69 Neutral | |
| Boeing | 2.81% | $44.28M | $178.63B | 32.38% | 54 Neutral | |
| Uber Technologies | 2.70% | $42.55M | $179.09B | 34.94% | 74 Outperform | |
| Union Pacific | 2.10% | $33.17M | $133.15B | -0.85% | 72 Outperform | |
| Honeywell International | 2.00% | $31.56M | $126.67B | -6.78% | 77 Outperform | |
| Eaton | 1.98% | $31.30M | $125.33B | -7.11% | 75 Outperform | |
| Deere | 1.93% | $30.41M | $128.52B | 22.15% | 66 Neutral |
FIDU Technical Analysis
Positive
―
Price Trends
82.31
Positive
81.60
Positive
77.62
Positive
Market Momentum
0.93
Negative
61.28
Neutral
79.61
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 83.74, equal to the 50-day MA of 82.31, and equal to the 200-day MA of 77.62, indicating a bullish trend. The MACD of 0.93 indicates Negative momentum. The RSI at 61.28 is Neutral, neither overbought nor oversold. The STOCH value of 79.61 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
85.82
16.51
23.82%
PPA
Invesco Aerospace & Defense ETF
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AIRR
First Trust RBA American Industrial Renaissance ETF
―
―
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VIS
Vanguard Industrials ETF
―
―
―
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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