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IDVY vs FDRR

First Trust International Rising Dividend Achievers ETF vs Fidelity Dividend ETF for Rising Rates

IDVY

First Trust International Rising Dividend Achievers ETF

First Trust

Annual cost

0.60%

Fund size

$1M

FDRR

Fidelity Dividend ETF for Rising Rates

Fidelity Investments

Annual cost

0.15%

Fund size

$687M

Key differences

  • FDRR costs 0.45% less per year.
  • FDRR is significantly larger than IDVY — larger funds tend to be more liquid and less likely to close.
  • FDRR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVYFDRR
Annual cost (TER)0.60%0.15%
Fund size (AUM)$1M$687M
Since20262016
Dividend yield2.21%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+31.8%
CAGR 3YN/A+20.9%
CAGR 5YN/A+11.9%
Sharpe 3YN/A1.19
Volatility 1Y11.02%
Max drawdown-13.50%-36.52%

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

Similar to IDVY and FDRR