Fidelity High Dividend ETF

FDVV

Market cap $10.1B

Markets are being tested again. The AI trade has spent the past several weeks under real pressure, with memory, semiconductor, and neocloud names selling off hard after an extraordinary first half.

The iShares Core High Dividend ETF offers a lower expense ratio than the Fidelity High Dividend ETF. The Fidelity High Dividend ETF is heavily weighted in technology while the iShares Core High Dividend ETF favors defensive sectors like healthcare and energy.

Fidelity High Dividend ETF offers diversified exposure to high-quality, dividend-paying companies, with a notable tilt toward technology and AI leaders. FDVV's 2.8% starting yield is lower than some peers, but its 11.29% five-year dividend CAGR supports strong long-term yield-on-cost potential. The ETF's tech allocation drives growth and risk; it outperformed in rallies but could lag if tech sentiment weakens or semiconductors falter.

The Vanguard High Dividend Yield ETF offers a lower expense ratio and larger assets under management (AUM) than the Fidelity High Dividend ETF. The Fidelity High Dividend ETF provides a higher trailing dividend yield but maintains a more concentrated portfolio with higher technology exposure.

Schwab U.S. Dividend Equity ETF offers a lower expense ratio and higher dividend yield than Fidelity High Dividend ETF Fidelity High Dividend ETF has delivered stronger five-year growth while Schwab U.S. Dividend Equity ETF has maintained lower price volatility Fidelity High Dividend ETF concentrates heavily on the technology sector whereas Schwab U.S. Dividend Equity ETF spreads weight across technology, healthcare, and consumer defensives

Launched on 09/12/2016, the Fidelity High Dividend ETF (FDVV) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.

Vanguard Dividend Appreciation ETF is a much larger fund with a significantly lower expense ratio. Fidelity High Dividend ETF offers a higher trailing-12-month dividend yield and has delivered higher 5-year total returns.

FDVV offers an attractive 3.00% estimated dividend yield while trading with a 16.70x forward P/E, a significant discount to S&P 500 Index ETFs. However, these statistics aren't what make it appealing. This article demonstrates how FDVV's combination of quality, growth, and income is uniquely strong for a large-cap value ETF. Consequently, FDVV's strong results over the last five years are not surprising. This article evaluates it alongside SCHD, FDL, VIG, and CGDV to show contrast at the fundamental level.

iShares Core High Dividend ETF offers a more competitive expense ratio than Fidelity High Dividend ETF but has generated a lower total return over the past 12 months. Fidelity High Dividend ETF provides exposure to growth sectors like technology and financials while iShares Core High Dividend ETF prioritizes energy and healthcare.

Vanguard High Dividend Yield ETF offers a lower expense ratio and larger assets under management than Fidelity High Dividend ETF. Fidelity High Dividend ETF leans significantly into technology and has generated higher five-year total growth.