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FDVV vs WDIV

Fidelity High Dividend ETF vs State Street SPDR S&P Global Dividend ETF

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • FDVV costs 0.25% less per year.
  • FDVV is significantly larger than WDIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FDVV has delivered higher annualized returns.

Side-by-side comparison

FDVVWDIV
Annual cost (TER)0.15%0.40%
Fund size (AUM)$9.2B$266M
Since20162013
Dividend yield2.81%4.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.7%+24.8%
CAGR 3Y+20.7%+16.6%
CAGR 5Y+13.5%+8.0%
Sharpe 3Y1.281.06
Volatility 1Y10.10%10.17%
Max drawdown-40.25%-42.34%

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

Similar to FDVV and WDIV