FCRR.TO vs. FINN.NEO
FCRR.TO (Fidelity U.S. Dividend for Rising Rates ETF) and FINN.NEO (Fidelity Global Innovators ETF) are both exchange-traded funds - FCRR.TO is a Dividend fund actively managed by Fidelity, while FINN.NEO is a Global Equities fund actively managed by Fidelity. Both are actively managed. Over the past 3 years, FCRR.TO returned 17.64%/yr vs 43.00%/yr for FINN.NEO. At a 0.42 correlation, their price movements are largely independent. FCRR.TO charges 0.35%/yr vs 1.09%/yr for FINN.NEO.
Performance
FCRR.TO vs. FINN.NEO - Performance Comparison
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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 FINN.NEO's 40.98% 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*
- —
FINN.NEO
- 1D
- 0.74%
- 1M
- -0.97%
- 6M
- 33.95%
- YTD
- 40.98%
- 1Y
- 58.67%
- 3Y*
- 43.00%
- 5Y*
- —
- 10Y*
- —
FCRR.TO vs. FINN.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FCRR.TO Fidelity U.S. Dividend for Rising Rates ETF | 14.88% | 3.53% | 29.84% | 10.81% |
FINN.NEO Fidelity Global Innovators ETF | 40.98% | 20.61% | 58.65% | 21.40% |
Correlation
The correlation between FCRR.TO and FINN.NEO is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since May 19, 2023 | 0.42 |
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Return for Risk
FCRR.TO vs. FINN.NEO — Risk / Return Rank
FCRR.TO
FINN.NEO
FCRR.TO vs. FINN.NEO - 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 Fidelity Global Innovators ETF (FINN.NEO). 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.TO | FINN.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.42 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 4.94 | -4.12 |
| Martin ratioReturn relative to average drawdown | 1.64 | 15.51 | -13.87 |
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Drawdowns
FCRR.TO vs. FINN.NEO - Drawdown Comparison
The maximum FCRR.TO drawdown since its inception was -31.45%, which is greater than FINN.NEO's maximum drawdown of -25.66%. Use the drawdown chart below to compare losses from any high point for FCRR.TO and FINN.NEO.
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Drawdown Indicators
| FCRR.TO | FINN.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.45% | -25.66% | -5.79% |
Max Drawdown (1Y)Largest decline over 1 year | -18.61% | -11.94% | -6.67% |
Max Drawdown (3Y)Largest decline over 3 years | -18.61% | -25.66% | +7.05% |
Max Drawdown (5Y)Largest decline over 5 years | -18.61% | — | — |
Current DrawdownCurrent decline from peak | -3.84% | -2.91% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -3.97% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.29% | 3.79% | +5.50% |
Volatility
FCRR.TO vs. FINN.NEO - Volatility Comparison
The current volatility for Fidelity U.S. Dividend for Rising Rates ETF (FCRR.TO) is 2.41%, while Fidelity Global Innovators ETF (FINN.NEO) has a volatility of 6.08%. This indicates that FCRR.TO experiences smaller price fluctuations and is considered to be less risky than FINN.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCRR.TO | FINN.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 6.08% | -3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 20.03% | -11.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 24.62% | -3.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.43% | 22.37% | -6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 22.37% | -5.55% |
FCRR.TO vs. FINN.NEO - Expense Ratio Comparison
FCRR.TO has a 0.35% expense ratio, which is lower than FINN.NEO's 1.09% expense ratio.
Dividends
FCRR.TO vs. FINN.NEO - Dividend Comparison
FCRR.TO's dividend yield for the trailing twelve months is around 1.55%, while FINN.NEO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
FINN.NEO Fidelity Global Innovators ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FCRR.TO and FINN.NEO have a correlation of 0.38, 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 1.09% for FINN.NEO.
FCRR.TO is categorized as Dividend, while FINN.NEO is Global Equities. Their fees differ too: 0.35% for FCRR.TO and 1.09% for FINN.NEO.
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