FDIV vs. FDRR
FDIV (MarketDesk Focused U.S. Dividend ETF) and FDRR (Fidelity Dividend ETF for Rising Rates) are both exchange-traded funds - FDIV is a Dividend fund actively managed by MarketDesk, while FDRR is a Large Cap Blend Equities fund tracking the Fidelity Dividend Index for Rising Rates. FDIV is actively managed, while FDRR is passively managed. Over the past 5 years, FDIV returned -7.96%/yr vs 12.13%/yr for FDRR. A 0.59 correlation means they provide meaningful diversification when combined. FDIV charges 0.35%/yr vs 0.15%/yr for FDRR.
Performance
FDIV vs. FDRR - Performance Comparison
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Returns By Period
In the year-to-date period, FDIV achieves a 3.41% return, which is significantly lower than FDRR's 7.87% return.
FDIV
- 1D
- 0.68%
- 1M
- 0.80%
- YTD
- 3.41%
- 6M
- 3.04%
- 1Y
- 10.22%
- 3Y*
- -11.28%
- 5Y*
- -7.96%
- 10Y*
- -1.87%
FDRR
- 1D
- -0.04%
- 1M
- -0.38%
- YTD
- 7.87%
- 6M
- 7.46%
- 1Y
- 26.53%
- 3Y*
- 20.07%
- 5Y*
- 12.13%
- 10Y*
- —
FDIV vs. FDRR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDIV MarketDesk Focused U.S. Dividend ETF | 3.41% | 2.95% | -37.35% | 6.78% | -9.97% | 10.20% | -2.84% | 15.78% | -5.04% | 6.19% |
FDRR Fidelity Dividend ETF for Rising Rates | 7.87% | 21.70% | 20.24% | 13.66% | -9.73% | 26.06% | 8.23% | 26.86% | -3.60% | 19.29% |
Correlation
The correlation between FDIV and FDRR is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.59 |
The correlation between FDIV and FDRR has been stable across timeframes, ranging from 0.55 to 0.59 - a consistent structural relationship.
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Return for Risk
FDIV vs. FDRR — Risk / Return Rank
FDIV
FDRR
FDIV vs. FDRR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MarketDesk Focused U.S. Dividend ETF (FDIV) and Fidelity Dividend ETF for Rising Rates (FDRR). 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.
| FDIV | FDRR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.43 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 3.13 | -1.85 |
| Martin ratioReturn relative to average drawdown | 3.34 | 12.81 | -9.47 |
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Drawdowns
FDIV vs. FDRR - Drawdown Comparison
The maximum FDIV drawdown since its inception was -47.90%, which is greater than FDRR's maximum drawdown of -36.52%. Use the drawdown chart below to compare losses from any high point for FDIV and FDRR.
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Drawdown Indicators
| FDIV | FDRR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.90% | -36.52% | -11.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.01% | -8.52% | +0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -45.64% | -18.04% | -27.60% |
Max Drawdown (5Y)Largest decline over 5 years | -47.90% | -20.92% | -26.98% |
Max Drawdown (10Y)Largest decline over 10 years | -47.90% | — | — |
Current DrawdownCurrent decline from peak | -36.39% | -3.08% | -33.31% |
Average DrawdownAverage peak-to-trough decline | -11.25% | -4.00% | -7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.08% | +0.99% |
Volatility
FDIV vs. FDRR - Volatility Comparison
The current volatility for MarketDesk Focused U.S. Dividend ETF (FDIV) is 3.37%, while Fidelity Dividend ETF for Rising Rates (FDRR) has a volatility of 3.79%. This indicates that FDIV experiences smaller price fluctuations and is considered to be less risky than FDRR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDIV | FDRR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 3.79% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 8.68% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.80% | 11.25% | +1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 15.02% | +5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 16.86% | +0.70% |
FDIV vs. FDRR - Expense Ratio Comparison
FDIV has a 0.35% expense ratio, which is higher than FDRR's 0.15% expense ratio.
Dividends
FDIV vs. FDRR - Dividend Comparison
FDIV's dividend yield for the trailing twelve months is around 2.81%, more than FDRR's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIV MarketDesk Focused U.S. Dividend ETF | 2.81% | 2.95% | 4.12% | 4.63% | 3.81% | 3.79% | 4.17% | 3.93% | 5.13% | 3.81% | 3.84% | 4.13% |
FDRR Fidelity Dividend ETF for Rising Rates | 2.16% | 2.21% | 2.61% | 2.93% | 2.75% | 2.09% | 2.85% | 2.89% | 3.20% | 2.89% | 0.61% | 0.00% |
Frequently Asked Questions
FDIV and FDRR have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDRR has higher volatility (3.79%) compared to FDIV (3.37%). In terms of maximum drawdown, FDIV dropped -47.90% vs FDRR's -36.52%.
On 5-year performance, FDRR leads with 12.13% vs -7.96% for FDIV. On fees, FDRR is cheaper at 0.15% per year. On volatility, FDIV has been the lower-risk option at 3.37%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, FDRR has performed better with a 12.13% return vs -7.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FDRR is cheaper with a 0.15% expense ratio, compared with 0.35% for FDIV.
FDIV has the higher dividend yield at 2.81%, compared with 2.16% for FDRR.
FDIV is categorized as Dividend, while FDRR is Large Cap Blend Equities. They also come from different issuers: MarketDesk and Fidelity. Their fees differ too: 0.35% for FDIV and 0.15% for FDRR.
FDRR currently has the higher Sharpe Ratio (2.37 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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