FDVV vs. FDIV
Compare and contrast key facts about Fidelity High Dividend ETF (FDVV) and MarketDesk Focused U.S. Dividend ETF (FDIV).
FDVV and FDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDVV is a passively managed fund by Fidelity that tracks the performance of the Fidelity Core Dividend Index. It was launched on Sep 12, 2016. FDIV is an actively managed fund by MarketDesk. It was launched on Sep 19, 2023.
Performance
FDVV vs. FDIV - Performance Comparison
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FDVV vs. FDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDVV Fidelity High Dividend ETF | -1.78% | 17.08% | 21.81% | 18.00% | -4.21% | 29.24% | 2.80% | 24.07% | -1.26% | 14.00% |
FDIV MarketDesk Focused U.S. Dividend ETF | -0.78% | 2.95% | -37.35% | 6.78% | -9.97% | 10.20% | -2.84% | 15.78% | -5.04% | 6.19% |
Returns By Period
In the year-to-date period, FDVV achieves a -1.78% return, which is significantly lower than FDIV's -0.78% return.
FDVV
- 1D
- 2.35%
- 1M
- -5.66%
- YTD
- -1.78%
- 6M
- 0.65%
- 1Y
- 14.82%
- 3Y*
- 16.89%
- 5Y*
- 12.68%
- 10Y*
- —
FDIV
- 1D
- 1.18%
- 1M
- -5.92%
- YTD
- -0.78%
- 6M
- 0.80%
- 1Y
- 2.60%
- 3Y*
- -12.50%
- 5Y*
- -8.22%
- 10Y*
- -1.89%
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FDVV vs. FDIV - Expense Ratio Comparison
FDVV has a 0.29% expense ratio, which is lower than FDIV's 0.35% expense ratio.
Return for Risk
FDVV vs. FDIV — Risk / Return Rank
FDVV
FDIV
FDVV vs. FDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity High Dividend ETF (FDVV) and MarketDesk Focused U.S. Dividend ETF (FDIV). 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.
| FDVV | FDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.15 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.36 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.05 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.25 | +1.04 |
Martin ratioReturn relative to average drawdown | 5.68 | 0.88 | +4.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDVV | FDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.15 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | -0.40 | +1.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | -0.09 | +0.82 |
Correlation
The correlation between FDVV and FDIV is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FDVV vs. FDIV - Dividend Comparison
FDVV's dividend yield for the trailing twelve months is around 3.00%, more than FDIV's 2.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDVV Fidelity High Dividend ETF | 3.00% | 2.89% | 2.94% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.66% | 1.04% | 0.00% |
FDIV MarketDesk Focused U.S. Dividend ETF | 2.93% | 2.95% | 4.12% | 4.63% | 3.81% | 3.79% | 4.17% | 3.93% | 5.13% | 3.81% | 3.84% | 4.13% |
Drawdowns
FDVV vs. FDIV - Drawdown Comparison
The maximum FDVV drawdown since its inception was -40.25%, smaller than the maximum FDIV drawdown of -47.90%. Use the drawdown chart below to compare losses from any high point for FDVV and FDIV.
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Drawdown Indicators
| FDVV | FDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.25% | -47.90% | +7.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -13.03% | +0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -20.18% | -47.90% | +27.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.90% | — |
Current DrawdownCurrent decline from peak | -7.04% | -38.97% | +31.93% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -10.75% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 3.74% | -0.93% |
Volatility
FDVV vs. FDIV - Volatility Comparison
Fidelity High Dividend ETF (FDVV) has a higher volatility of 4.48% compared to MarketDesk Focused U.S. Dividend ETF (FDIV) at 3.73%. This indicates that FDVV's price experiences larger fluctuations and is considered to be riskier than FDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDVV | FDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.48% | 3.73% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 8.31% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.34% | 17.42% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 20.69% | -5.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 17.58% | -0.49% |