Which returned more over the last year, FIDU or IYJ?

In the year to Oct 9, 2026, with distributions reinvested, FIDU returned +10.5% and IYJ +8.3%.

Which is cheaper, FIDU or IYJ?

FIDU is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do FIDU and IYJ overlap with the S&P 500?

By their latest filed holdings, 78% of FIDU and 86% of IYJ by weight is stocks the S&P 500 already holds.

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FIDU vs IYJ: Differences, Returns & Fees

FIDU and IYJ hold 63% of their weight in the same names, and FIDU returned +10.5% over the year. Net assets: $2.3bn on Sep 30, 2026 for Fidelity MSCI Industrials Index ETF, and $1.9bn on Oct 9, 2026 for iShares U.S. Industrials ETF.

FIDU costs 0.29 points a year less; their one-year returns differ by 2.2 points; FIDU is 1.2 times larger.

	FIDU	IYJ
Expense ratio	0.08%	0.37%
Net assets, as of Sep 30, 2026	$2.3bn	$2.0bn
Total return, 1 year	+10.5%	+8.3%
What it tracks	S&P 500 Index	Russell 1000 Industrials 40 Act 15/22
Holdings in common	63%
Top ten holdings, share of the fund	31.3%	36.7%
Below its high	9.8%, high on Jun 30, 2026	7.5%, high on Aug 4, 2026

Holdings in common uses holdings dated Jul 31, 2026 and Oct 8, 2026.

+10.5%

FIDU total return, 1 year

+8.3%

IYJ total return, 1 year

0.08%

FIDU expense ratio

0.37%

IYJ expense ratio

What they hold in common

By the books each fund has filed, FIDU and IYJ hold 63% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jul 31, 2026 and Oct 8, 2026.

50%

half

63% in common

Positions both hold, largest shared weight first

Holding FIDU IYJ

Caterpillar Inc 5.39% 4.50%

GE Vernova Inc 3.80% 3.35%

RTX Corp 4.12% 3.10%

Union Pacific Corp 2.47% 2.06%

Eaton Corp PLC 2.29% 2.05%

Deere & Co 2.05% 2.01%

Boeing Co/The 2.30% 1.78%

Parker-Hannifin Corp 1.75% 1.49%

Automatic Data Processing Inc 1.53% 1.35%

Trane Technologies PLC 1.43% 1.29%

Lockheed Martin Corp 1.72% 1.28%

Quanta Services Inc 1.43% 1.27%

Only in FIDU

General Electric Co 5.35%

Uber Technologies Inc 1.78%

Waste Management Inc 1.30%

Illinois Tool Works Inc 1.12%

Fastenal Co 0.78%

Westinghouse Air Brake Technologies Corp 0.70%

Waste Connections Inc 0.61%

Republic Services Inc 0.60%

Only in IYJ

VISA CLASS A 7.92%

MASTERCARD CLASS A 5.78%

GE AEROSPACE 3.93%

AMERICAN EXPRESS 2.02%

ACCENTURE PLC CLASS A 1.59%

CAPITAL ONE FINANCIAL CORP 1.50%

ILLINOIS TOOL INC 0.95%

SHERWIN WILLIAMS 0.91%

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On the same fields

FIDU

Fidelity MSCI Industrials Index ETF

IYJ

iShares U.S. Industrials ETF

Where it sits Stock ETF Stock ETF

Issuer Fidelity iShares

What it is Tracks an index Tracks an index

Total return, 1 year +10.5% +8.3%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −6.7 pts −8.9 pts

Expense ratio 0.08% 0.37%

Already in the S&P 500 77.8% 86.0%

Holdings 361 215

Net assets, FIDU as of Sep 30, 2026 and IYJ as of Oct 9, 2026 $2.3bn $1.9bn

FIDU and IYJ on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

FIDU in plain words

FIDU tracks an index. Over the year to Oct 9, 2026 it returned +10.5% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jul 31, 2026, 78% of the fund by weight is stocks the S&P 500 also holds, across 361 positions, with the top ten at 31.3%. It sat 9.8% below its high of Jun 30, 2026 on Oct 9, 2026.

IYJ in plain words

IYJ tracks an index. Over the year to Oct 9, 2026 it returned +8.3% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 8, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 215 positions, with the top ten at 36.7%. It sat 7.5% below its high of Aug 4, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, FIDU or IYJ?: In the year to Oct 9, 2026, with distributions reinvested, FIDU returned +10.5% and IYJ +8.3%.
Which is cheaper, FIDU or IYJ?: FIDU is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do FIDU and IYJ overlap with the S&P 500?: By their latest filed holdings, 78% of FIDU and 86% of IYJ by weight is stocks the S&P 500 already holds.

Other comparisons

FIDU vs IYT FIDU vs VIS FIDU vs XLI EXI vs FIDU IYJ vs IYT IYJ vs VIS IYJ vs XLI EXI vs IYJ

FIDU on its own →IYJ on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

FIDU filings on SEC EDGAR ↗FIDU prospectus with the expense ratio (SEC) ↗Fidelity website ↗IYJ filings on SEC EDGAR ↗IYJ prospectus with the expense ratio (SEC) ↗iShares page for IYJ ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, FIDU against IYJ, data as of Oct 9, 2026. https://etfiq.com/compare/any/fidu-vs-iyj

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.