Fidelity Women's Leadership ETF (FDWM)
FDWM is a passive ETF by Fidelity tracking the investment results of the Russell 3000. FDWM launched on Jun 15, 2021 and has a 0.59% expense ratio.
ETF Info
ISIN | US3160922874 |
---|---|
Issuer | Fidelity |
Inception Date | Jun 15, 2021 |
Region | Global (Broad) |
Category | ESG |
Index Tracked | Russell 3000 |
Home Page | screener.fidelity.com |
Asset Class | Equity |
Expense Ratio
The Fidelity Women's Leadership ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Popular comparisons: FDWM vs. FXAIX, FDWM vs. FTEC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Women's Leadership ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Women's Leadership ETF had a return of 9.74% year-to-date (YTD) and 28.24% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 9.74% | 10.16% |
1 month | 4.63% | 3.47% |
6 months | 24.82% | 22.20% |
1 year | 28.24% | 30.45% |
5 years (annualized) | N/A | 13.16% |
10 years (annualized) | N/A | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.10% | 5.31% | ||||||||||
2023 | -1.83% | -6.08% | -2.71% | 9.91% | 6.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for Fidelity Women's Leadership ETF (FDWM) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Fidelity Women's Leadership ETF | 2.27 | ||||
S&P 500 | 2.79 |
Dividends
Dividend History
Fidelity Women's Leadership ETF granted a 0.72% dividend yield in the last twelve months. The annual payout for that period amounted to $0.16 per share.
Period | TTM | 2023 | 2022 | 2021 |
---|---|---|---|---|
Dividend | $0.16 | $0.16 | $0.15 | $0.04 |
Dividend yield | 0.72% | 0.80% | 0.90% | 0.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Women's Leadership ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 |
2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 |
2021 | $0.02 | $0.00 | $0.00 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Women's Leadership ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Women's Leadership ETF was 29.13%, occurring on Sep 30, 2022. Recovery took 345 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-29.13% | Nov 9, 2021 | 225 | Sep 30, 2022 | 345 | Feb 15, 2024 | 570 |
-6% | Sep 7, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
-4.04% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
-1.87% | Aug 16, 2021 | 4 | Aug 19, 2021 | 2 | Aug 23, 2021 | 6 |
-1.66% | Jul 6, 2021 | 3 | Jul 8, 2021 | 2 | Jul 12, 2021 | 5 |
Volatility
Volatility Chart
The current Fidelity Women's Leadership ETF volatility is 2.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.