Screener
FDRR vs FDIV
Fidelity Dividend ETF for Rising Rates vs MarketDesk Focused U.S. Dividend ETF
Key differences
Both FDRR and FDIV are equity ETFs. FDRR charges 0.15% a year and FDIV 0.35%. The main difference: FDRR follows a index tracking strategy; FDIV uses active selection.
- FDRR follows a index tracking strategy; FDIV uses active selection.
- FDRR covers global markets; FDIV covers North America.
- FDRR costs 0.20% less per year.
- FDRR is much larger than FDIV. Larger funds are usually more liquid and less likely to close.
- FDRR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRR | FDIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $728M | $70M |
| Since | 2016 | 2023 |
| Dividend yield | 2.08% | 2.86% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.5% | +8.8% |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | +12.0% | N/A |
| Sharpe 3Y | 1.22 | N/A |
| Volatility 1Y | 11.19% | 12.78% |
| Max drawdown | -36.52% | -18.60% |
Similar to FDRR and FDIV
Explore further