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FDVV vs FTDS

Fidelity High Dividend ETF vs First Trust Dividend Strength ETF

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

Key differences

  • FDVV costs 0.55% less per year.
  • FDVV is significantly larger than FTDS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FDVV has delivered higher annualized returns.
  • FTDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDVVFTDS
Annual cost (TER)0.15%0.70%
Fund size (AUM)$9.2B$31M
Since20162006
Dividend yield2.81%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.7%+20.4%
CAGR 3Y+20.7%+17.0%
CAGR 5Y+13.5%+6.9%
Sharpe 3Y1.280.87
Volatility 1Y10.10%13.16%
Max drawdown-40.25%-42.47%

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

Similar to FDVV and FTDS