Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDVV (Fidelity High Dividend ETF) | 8.92% | 24.60% | 20.54% | 13.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDVV (Fidelity High Dividend ETF) | 09/15/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 24.60 | 20.54 | 13.48 | NA | NA | NA | … | … | 8.92 | 17.08 | 21.81 | 17.99 | -4.22 | 29.30 | 2.89 | 24.06 | -1.25 | 13.95 | 5.06 |
| Sharpe Ratio | NA | 2.37 | 1.43 | 0.78 | NA | NA | NA | … | … | 1.87 | 0.93 | 1.75 | 1.14 | -0.27 | 2.30 | 0.07 | 2.20 | -0.19 | 1.77 | 1.87 |
| Standard Deviation(%) | NA | 10.01 | 12.60 | 14.74 | NA | NA | NA | … | … | 12.12 | 15.35 | 10.37 | 12.71 | 20.87 | 12.75 | 35.79 | 10.24 | 14.14 | 7.53 | 9.63 |
| Draw Down(%) | NA | 9.30 | 15.90 | 20.18 | NA | NA | NA | … | … | 9.30 | 15.90 | 5.64 | 10.00 | 20.18 | 4.32 | 40.21 | 7.13 | 15.03 | 3.01 | 5.01 |
| Yield(%) | 0.00 | 3.27 | 4.01 | 3.76 | 4.86 | 3.24 | 2.43 | … | … | 0.77 | 3.27 | 3.48 | 4.27 | 3.16 | 3.44 | 3.15 | 4.66 | 3.82 | 3.93 | 1.09 |
Data as of 06/04/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDVV (Fidelity High Dividend ETF) |
-1.05%
Mar 2017 – Mar 2020 |
8.03%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDVV (Fidelity High Dividend ETF) |
23.07%
Sep 2022 – Sep 2025 |
20.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
