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FCRR.TO vs. DXU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

FCRR.TO vs. DXU.TO

Last updated Jul 16, 2026
Documentation

FCRR.TO (Fidelity U.S. Dividend for Rising Rates ETF) and DXU.TO (Dynamic Active U.S. Dividend ETF) are both Dividend funds. Both are actively managed. Over the past 5 years, FCRR.TO returned 12.52%/yr vs 13.52%/yr for DXU.TO. At a 0.46 correlation, their price movements are largely independent. FCRR.TO charges 0.35%/yr vs 0.75%/yr for DXU.TO.

Performance

FCRR.TO vs. DXU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Fidelity U.S. Dividend for Rising Rates ETF (FCRR.TO) and Dynamic Active U.S. Dividend ETF (DXU.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FCRR.TO achieves a 14.88% return, which is significantly lower than DXU.TO's 23.13% return.

FCRR.TO

1D
-0.03%
1M
0.87%
6M
12.05%
YTD
14.88%
1Y
15.20%
3Y*
17.64%
5Y*
12.52%
10Y*
—

DXU.TO

1D
-1.02%
1M
-1.48%
6M
19.20%
YTD
23.13%
1Y
29.36%
3Y*
25.20%
5Y*
13.52%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCRR.TO vs. DXU.TO - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
FCRR.TO
Fidelity U.S. Dividend for Rising Rates ETF		14.88%3.53%29.84%12.53%-6.47%29.36%2.65%24.40%-10.27%
DXU.TO
Dynamic Active U.S. Dividend ETF		23.13%9.36%38.05%9.43%-14.91%14.93%24.17%17.48%-7.60%

Correlation

The correlation between FCRR.TO and DXU.TO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.41

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2018

0.46

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Fidelity U.S. Dividend for Rising Rates ETF

Dynamic Active U.S. Dividend ETF

Often compared with DXU.TO:
DXU.TO vs. ZDIV.TODXU.TO vs. DXQ.TODXU.TO vs. VDY.TODXU.TO vs. CWIN.TODXU.TO vs. DXBB.TODXU.TO vs. TBNK.TODXU.TO vs. DXMO.TO

Return for Risk

FCRR.TO vs. DXU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FCRR.TO
FCRR.TO Risk / Return Rank: 2424
Overall Rank
FCRR.TO Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
FCRR.TO Sortino Ratio Rank: 2323
Sortino Ratio Rank
FCRR.TO Omega Ratio Rank: 3434
Omega Ratio Rank
FCRR.TO Calmar Ratio Rank: 2121
Calmar Ratio Rank
FCRR.TO Martin Ratio Rank: 1818
Martin Ratio Rank
DXU.TO
DXU.TO Risk / Return Rank: 5959
Overall Rank
DXU.TO Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
DXU.TO Sortino Ratio Rank: 4848
Sortino Ratio Rank
DXU.TO Omega Ratio Rank: 5454
Omega Ratio Rank
DXU.TO Calmar Ratio Rank: 7777
Calmar Ratio Rank
DXU.TO Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCRR.TO vs. DXU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Dividend for Rising Rates ETF (FCRR.TO) and Dynamic Active U.S. Dividend ETF (DXU.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

FCRR.TODXU.TODifference
Sharpe ratioReturn per unit of total volatility
0.74
1.49

-0.75

Sortino ratioReturn per unit of downside risk
1.09
2.01

-0.91

Omega ratioGain probability vs. loss probability

1.20

1.28

-0.08

Calmar ratioReturn relative to maximum drawdown

0.82

3.22

-2.40

Martin ratioReturn relative to average drawdown

1.64

9.33

-7.69

FCRR.TO vs. DXU.TO - Sharpe Ratio Comparison

The current FCRR.TO Sharpe Ratio is 0.74, which is lower than the DXU.TO Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of FCRR.TO and DXU.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

FCRR.TO vs. DXU.TO - Drawdown Comparison

The maximum FCRR.TO drawdown since its inception was -31.45%, which is greater than DXU.TO's maximum drawdown of -29.23%. Use the drawdown chart below to compare losses from any high point for FCRR.TO and DXU.TO.

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Drawdown Indicators

FCRR.TODXU.TODifference

Max Drawdown

Largest peak-to-trough decline

-31.45%

-29.23%

-2.22%

Max Drawdown (1Y)

Largest decline over 1 year

-18.61%

-9.15%

-9.46%

Max Drawdown (3Y)

Largest decline over 3 years

-18.61%

-23.80%

+5.19%

Max Drawdown (5Y)

Largest decline over 5 years

-18.61%

-24.83%

+6.22%

Current Drawdown

Current decline from peak

-3.84%

-5.44%

+1.60%

Average Drawdown

Average peak-to-trough decline

-4.65%

-6.63%

+1.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.29%

3.16%

+6.13%

Volatility

FCRR.TO vs. DXU.TO - Volatility Comparison

The current volatility for Fidelity U.S. Dividend for Rising Rates ETF (FCRR.TO) is 2.41%, while Dynamic Active U.S. Dividend ETF (DXU.TO) has a volatility of 5.83%. This indicates that FCRR.TO experiences smaller price fluctuations and is considered to be less risky than DXU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FCRR.TODXU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.41%

5.83%

-3.42%

Volatility (6M)

Calculated over the trailing 6-month period

8.89%

16.07%

-7.18%

Volatility (1Y)

Calculated over the trailing 1-year period

20.70%

19.84%

+0.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.43%

18.58%

-3.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.82%

19.68%

-2.86%

FCRR.TO vs. DXU.TO - Expense Ratio Comparison

FCRR.TO has a 0.35% expense ratio, which is lower than DXU.TO's 0.75% expense ratio.

Dividends

FCRR.TO vs. DXU.TO - Dividend Comparison

FCRR.TO's dividend yield for the trailing twelve months is around 1.55%, while DXU.TO has not paid dividends to shareholders.

PositionTTM202520242023202220212020201920182017
DXU.TO
Dynamic Active U.S. Dividend ETF		0.00%0.00%0.00%0.00%0.22%0.00%0.00%0.00%0.00%0.11%
FCRR.TO
Fidelity U.S. Dividend for Rising Rates ETF		1.55%1.86%1.65%2.01%2.08%1.59%2.53%2.27%0.61%0.00%

Frequently Asked Questions

FCRR.TO and DXU.TO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FCRR.TO is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FCRR.TO is cheaper with a 0.35% expense ratio, compared with 0.75% for DXU.TO.

They also come from different issuers: Fidelity and Dynamic. Their fees differ too: 0.35% for FCRR.TO and 0.75% for DXU.TO.

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