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FIDI vs SDY

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

FIDI

Fidelity International High Dividend ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$318M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • FIDI costs 0.17% less per year.
  • SDY is significantly larger than FIDI — larger funds tend to be more liquid and less likely to close.
  • FIDI covers global markets; SDY covers north america.
  • Over the last 3 years, FIDI has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIDISDY
Annual cost (TER)0.18%0.35%
Fund size (AUM)$318M$22.0B
Since20182005
Dividend yield4.10%2.46%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+14.8%
CAGR 3Y+19.1%+10.1%
CAGR 5Y+10.7%+6.2%
Sharpe 3Y1.100.56
Volatility 1Y11.65%10.48%
Max drawdown-46.34%-36.70%

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

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