MFIG vs. FDRR

Last updated Jun 25, 2026

MFIG (Motley Fool Innovative Growth Factor ETF) and FDRR (Fidelity Dividend ETF for Rising Rates) are both exchange-traded funds - MFIG is a Large Cap Growth Equities fund tracking the Motley Fool Innovative Growth Index, while FDRR is a Large Cap Blend Equities fund tracking the Fidelity Dividend Index for Rising Rates. Both are passively managed. A 0.74 correlation means they provide meaningful diversification when combined. MFIG charges 0.50%/yr vs 0.15%/yr for FDRR.

Performance

MFIG vs. FDRR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Innovative Growth Factor ETF (MFIG) and Fidelity Dividend ETF for Rising Rates (FDRR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MFIG achieves a 0.01% return, which is significantly lower than FDRR's 7.30% return.

MFIG

• 1D: 0.33%
• 1M: -2.08%
• YTD: 0.01%
• 6M: -1.62%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FDRR

• 1D: -0.53%
• 1M: -0.90%
• YTD: 7.30%
• 6M: 6.27%
• 1Y: 24.85%
• 3Y*: 19.86%
• 5Y*: 11.85%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MFIG vs. FDRR - Yearly Performance Comparison

	2026 (YTD)	2025
MFIG Motley Fool Innovative Growth Factor ETF	0.01%	-0.09%
FDRR Fidelity Dividend ETF for Rising Rates	7.30%	0.10%

Correlation

The correlation between MFIG and FDRR is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 9, 2025	0.74

Return for Risk

MFIG vs. FDRR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFIG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FDRR

FDRR Risk / Return Rank: 74
FDRR Sharpe Ratio Rank: 78
FDRR Sortino Ratio Rank: 78
FDRR Omega Ratio Rank: 77
FDRR Calmar Ratio Rank: 66
FDRR Martin Ratio Rank: 72

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.

MFIG vs. FDRR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Innovative Growth Factor ETF (MFIG) 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.

	MFIG	FDRR	Difference
Sharpe ratio: Return per unit of total volatility	—	2.23	—
Sortino ratio: Return per unit of downside risk	—	3.11	—
Omega ratio: Gain probability vs. loss probability	—	1.40	—
Calmar ratio: Return relative to maximum drawdown	—	2.93	—
Martin ratio: Return relative to average drawdown	—	11.93	—

Drawdowns

MFIG vs. FDRR - Drawdown Comparison

The maximum MFIG drawdown since its inception was -14.29%, smaller than the maximum FDRR drawdown of -36.52%. Use the drawdown chart below to compare losses from any high point for MFIG and FDRR.

Drawdown Indicators

	MFIG	FDRR	Difference
Max Drawdown Largest peak-to-trough decline	-14.29%	-36.52%	+22.23%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.52%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.92%	—
Current Drawdown Current decline from peak	-6.19%	-3.59%	-2.60%
Average Drawdown Average peak-to-trough decline	-4.62%	-3.99%	-0.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.09%	—

Volatility

Volatility by Period

	MFIG	FDRR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.69%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.70%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.04%	11.24%	+5.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.04%	15.02%	+2.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.04%	16.86%	+0.18%

MFIG vs. FDRR - Expense Ratio Comparison

MFIG has a 0.50% expense ratio, which is higher than FDRR's 0.15% expense ratio.

Dividends

MFIG vs. FDRR - Dividend Comparison

MFIG has not paid dividends to shareholders, while FDRR's dividend yield for the trailing twelve months is around 2.18%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
FDRR Fidelity Dividend ETF for Rising Rates	2.18%	2.21%	2.61%	2.93%	2.75%	2.09%	2.85%	2.89%	3.20%	2.89%	0.61%
MFIG Motley Fool Innovative Growth Factor ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MFIG and FDRR in my portfolio?

MFIG and FDRR have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MFIG or FDRR?

On fees, FDRR is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MFIG or FDRR?

FDRR is cheaper with a 0.15% expense ratio, compared with 0.50% for MFIG.

Which ETF pays a higher dividend yield, MFIG or FDRR?

FDRR has the higher dividend yield at 2.18%, compared with 0.00% for MFIG.

What is the main difference between MFIG and FDRR?

MFIG is categorized as Large Cap Growth Equities, while FDRR is Large Cap Blend Equities. MFIG tracks Motley Fool Innovative Growth Index, while FDRR tracks Fidelity Dividend Index for Rising Rates. They also come from different issuers: Motley Fool and Fidelity. Their fees differ too: 0.50% for MFIG and 0.15% for FDRR.