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FDRR vs IDVY

Fidelity Dividend ETF for Rising Rates vs First Trust International Rising Dividend Achievers ETF

FDRR

Fidelity Dividend ETF for Rising Rates

Fidelity Investments

Annual cost

0.15%

Fund size

$687M

IDVY

First Trust International Rising Dividend Achievers ETF

First Trust

Annual cost

0.60%

Fund size

$1M

Key differences

  • FDRR costs 0.45% less per year.
  • FDRR is significantly larger than IDVY — larger funds tend to be 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

FDRRIDVY
Annual cost (TER)0.15%0.60%
Fund size (AUM)$687M$1M
Since20162026
Dividend yield2.21%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.8%N/A
CAGR 3Y+20.9%N/A
CAGR 5Y+11.9%N/A
Sharpe 3Y1.19N/A
Volatility 1Y11.02%
Max drawdown-36.52%-13.50%

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

Similar to FDRR and IDVY