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FDRRFidelity Dividend ETF for Rising Rates

Grow my moneyGet income#375 of 1640 for Get income

Seeks to provide investment returns that correspond to the performance of the Fidelity Dividend Index for Rising Rates.

Fidelity Investments · Since 2016 (9 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$638M

#1271 out of 5,332 ETFs

Dividend Yield

2.38%

Track Record

9 years

#1482 out of 5,332 ETFs

Performance

1 Year

+33.5%

3 Years

+19.4%

5 Years

+11.5%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
dividend

Asset allocation

Stocks
99.5%
Cash
2.9%

Sector breakdown

Technology
32.7%
Financial Services
11.9%
Healthcare
10.0%
Communication
9.7%
Consumer Cyclical
9.4%
Industrials
9.2%
Consumer Defensive
5.1%
Energy
4.1%
Other
7.8%

Top holdings

NVIDIA CorpNVDA8.0%
Apple IncAAPL7.1%
Microsoft CorpMSFT5.5%
Alphabet Inc Class AGOOGL5.0%
Broadcom IncAVGO3.5%
Meta Platforms Inc Class AMETA2.1%
JPMorgan Chase & CoJPM2.1%
Eli Lilly and CoLLY1.8%
Johnson & JohnsonJNJ1.7%

Risk profile

Volatility (1Y)

11.4%

Moderate

Max drawdown

-36.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.10

Excellent risk-adjusted returns

Sortino (3Y)

1.64

Good downside protection

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Data updated on 2026-05-05