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FDVV vs SPYD

Fidelity High Dividend ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • SPYD costs 0.08% less per year.
  • Over the last 3 years, FDVV has delivered higher annualized returns.

Side-by-side comparison

FDVVSPYD
Annual cost (TER)0.15%0.07%
Fund size (AUM)$9.2B$7.4B
Since20162015
Dividend yield2.81%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.7%+18.8%
CAGR 3Y+20.7%+14.8%
CAGR 5Y+13.5%+6.9%
Sharpe 3Y1.280.78
Volatility 1Y10.10%11.72%
Max drawdown-40.25%-46.42%

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

Similar to FDVV and SPYD