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FDRR vs DGRO

Fidelity Dividend ETF for Rising Rates vs iShares Core Dividend Growth ETF

FDRR

Fidelity Dividend ETF for Rising Rates

Fidelity Investments

Annual cost

0.15%

Fund size

$687M

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.07% less per year.
  • DGRO is significantly larger than FDRR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FDRR has delivered higher annualized returns.

Side-by-side comparison

FDRRDGRO
Annual cost (TER)0.15%0.08%
Fund size (AUM)$687M$39.6B
Since20162014
Dividend yield2.21%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.8%+24.3%
CAGR 3Y+20.9%+17.2%
CAGR 5Y+11.9%+10.6%
Sharpe 3Y1.191.11
Volatility 1Y11.02%9.59%
Max drawdown-36.52%-35.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FDRR and DGRO