Skip to content
Beacon
Screener

HDV vs FDVV

iShares Core High Dividend ETF vs Fidelity High Dividend ETF

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

Key differences

  • HDV costs 0.07% less per year.
  • Over the last 3 years, FDVV has delivered higher annualized returns.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HDVFDVV
Annual cost (TER)0.08%0.15%
Fund size (AUM)$13.6B$9.2B
Since20112016
Dividend yield2.88%2.81%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.2%+25.7%
CAGR 3Y+16.3%+20.7%
CAGR 5Y+10.8%+13.5%
Sharpe 3Y1.091.28
Volatility 1Y9.59%10.10%
Max drawdown-37.04%-40.25%

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

Similar to HDV and FDVV