FIDU - ETF AI Analysis
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Fidelity MSCI Industrial Index ETF (FIDU)
FIDU’s rating suggests it is a solid, but not perfect, industrial-sector ETF, supported by several strong core holdings. Large positions in companies like Caterpillar, GE Aerospace, RTX, Eaton, and Lockheed Martin contribute positively through strong financial performance, positive earnings calls, strategic growth initiatives, and robust backlogs. However, weaker names such as Boeing, with significant financial and operational challenges, and holdings facing high leverage, valuation concerns, and segment-specific issues add risk, with the main overall risk being the ETF’s concentration in cyclical industrial businesses that can be sensitive to economic slowdowns.
FIDU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.33B
- Region
- North America
- Expense Ratio
- 0.08%
- Beta
- 0.95
- Issuer
- Fidelity
- Inception Date
- Oct 21, 2013
- Dividend Yield
- 0.96%
- Asset Class
- Equity
- Index Tracked
- MSCI USA IMI Industrials 25/25 Index
FIDU Summary
FIDU is an exchange-traded fund that focuses on U.S. industrial companies by tracking the MSCI USA IMI Industrials 25/25 Index. It owns a wide mix of businesses involved in manufacturing, construction, transportation, and related services. Well-known holdings include Caterpillar and Boeing, along with other major industrial names. Investors might consider FIDU if they want simple, one-click diversification across the industrial sector and believe in long-term growth tied to infrastructure, shipping, and economic activity. A key risk is that it is heavily concentrated in industrial stocks, so its value can rise or fall sharply with changes in the economy and demand for industrial goods.
How much will it cost me?
FIDU has an annual expense ratio of 0.084%, which means you’ll pay about $0.84 per year for every $1,000 invested. This cost is lower than the average ETF because FIDU is a passively managed fund that simply tracks an industrials index instead of paying managers to pick individual stocks.
What would affect this ETF?
FIDU could benefit if the U.S. economy stays strong, government and businesses keep spending on infrastructure, transportation, and manufacturing, and demand remains healthy for major holdings like Caterpillar, GE, and Boeing. On the other hand, a slowdown in U.S. growth, higher interest rates that make borrowing more expensive for industrial projects, or new regulations and geopolitical tensions that disrupt trade and defense spending could weigh on this industrial-focused ETF.
FIDU Top 10 Holdings
FIDU is essentially a bet on U.S. industrial muscle, with heavy exposure to machinery, transportation, and aerospace names. Deere and GE Vernova have been rising this year, giving the fund some extra horsepower, while Union Pacific and RTX are steady contributors with more mixed recent moves. On the flip side, Boeing has been dragging performance, and GE Aerospace has lost some altitude lately. Lockheed Martin’s strength helps offset those air pockets. Overall, this is a U.S.-centric, industrial-heavy ETF where a handful of big manufacturers and defense contractors set the tone.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GE | GE Aerospace | 5.15% | $118.25M | $340.44B | 3.15% | 72Outperform |
 CAT | Caterpillar | 4.10% | $94.22M | $271.81B | -2.73% | 76Outperform |
 RTX | RTX | 4.03% | $92.44M | $267.77B | 10.28% | 74Outperform |
 GEV | GE Vernova Inc. | 3.37% | $77.42M | $220.43B | 37.66% | 69Neutral |
 UNP | Union Pacific | 2.76% | $63.37M | $183.34B | 37.06% | 72Outperform |
 DE | Deere | 2.48% | $56.86M | $182.40B | 40.03% | 66Neutral |
 ETN | Eaton | 2.07% | $47.43M | $137.17B | -15.16% | 75Outperform |
 LMT | Lockheed Martin | 1.86% | $42.72M | $137.46B | 21.77% | 70Outperform |
 BA | Boeing | 2.00% | $45.86M | $140.26B | -12.71% | 54Neutral |
 ADP | Automatic Data Processing | 1.83% | $41.98M | $119.83B | 18.33% | 70Outperform |
FIDU Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FIDU, the sentiment is Neutral. The current price of 85.86 is below the 20-day moving average (MA) of 89.00, below the 50-day MA of 90.14, and below the 200-day MA of 92.39, indicating a neutral trend. The MACD of -0.13 indicates Negative momentum. The RSI at 50.54 is Neutral, neither overbought nor oversold. The STOCH value of 79.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FIDU.
FIDU Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FIDU | $85.86 | $99.00(15.30% Upside) | $2.33B | 0.08% | 70Outperform |
 AIRR | $90.62 | $155.42(71.51% Upside) | $8.28B | 0.69% | 68Neutral |
 VIS | $310.98 | $408.45(31.34% Upside) | $7.77B | 0.09% | 70Outperform |
 PPA | $150.89 | $211.08(39.89% Upside) | $7.44B | 0.58% | 67Neutral |
 XAR | $214.23 | $350.62(63.67% Upside) | $5.25B | 0.35% | 64Neutral |
 IYJ | $154.94 | $198.44(28.08% Upside) | $1.85B | 0.37% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FIDU | Fidelity MSCI Industrial Index ETF | 85.86 | 4.84 | 5.97% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 90.62 | -6.55 | -6.74% | |
| VIS | Vanguard Industrials ETF | 310.98 | 17.91 | 6.11% | |
| PPA | Invesco Aerospace & Defense ETF | 150.89 | -1.83 | -1.20% | |
| XAR | SPDR S&P Aerospace & Defense ETF | 214.23 | -19.71 | -8.42% | |
| IYJ | iShares U.S. Industrials ETF | 154.94 | 10.93 | 7.59% |
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.