Fidelity High Dividend ETF

FDVV

Market cap $9.03B

Fidelity High Dividend ETF offers an attractive >3% yield after a recent tech-led pullback, making it compelling for long-term income investors. FDVV's balanced portfolio blends growth-oriented tech exposure (24%) with recession-resistant dividend payers, enhancing resilience and return potential. The ETF's recent rebalance removed Energy sector exposure, prioritizing long-term growth over short-term performance, and maintained modest international diversification.

I think FDVV today remains a competitive solution its compelling blend of dividend growth and capital appreciation potential. FDVV's strategy favors large/mega-cap U.S. stocks, with a tech and financials tilt, offering higher yield than the S&P 500 but lower than pure income ETFs. Recent sector sell-offs have brought FDVV's key exposures, tech and financials, back to attractive forward valuations, enhancing its relative appeal.

Many retirees focus on ETFs that generate high cash flow and have low volatility. The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) and the Fidelity High Dividend ETF (NYSEARCA:FDVV) are two funds that come to mind.

Investors who are looking to ditch the 9-to-5 grind and live off dividends have a number of options to consider in the investing space.

FDVV offers a higher dividend yield and a more concentrated portfolio than VIG VIG charges a lower expense ratio and has over 13 times more assets under management Both ETFs have similar sector tilts, but FDVV puts slightly more weight on consumer cyclicals

FDVV charges a lower expense ratio and offers a higher dividend yield than NOBL. FDVV has delivered stronger one-year and five-year total returns, but with a slightly higher maximum drawdown.

FDVV carries a higher expense ratio but has delivered stronger 1-year and 5-year total returns than SCHD SCHD offers a higher dividend yield at 3.4% and more defensive sector exposure, with Consumer Defensive at 19% FDVV tilts toward technology and financials while SCHD leans into energy and consumer defensive stocks

FDVV comes with a higher expense ratio but has outperformed HDV over the past year and five-year period. Both ETFs offer nearly identical dividend yields, yet their sector exposures differ significantly.

VYM charges a much lower expense ratio, but FDVV offers a higher dividend yield and heavier tech exposure. FDVV shows a slightly deeper drawdown and smaller assets under management (AUM), yet outpaced VYM in five-year growth.

These ETFs can help set up your tax-advantaged account.