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Fidelity InvestmentsLarge ValueFDVV · NYSE Arca

Fidelity High Dividend ETF (FDVV)

Price
$63.18
11 Sept 2026
Assets
$10.4B
Total net assets
Expense ratio
0.15%
Category 0.85%
Yield
2.76%
Trailing distributions
3Y CAGR
19.9%+2.1%
Category 17.9%
5Y CAGR
14.5%+3.0%
Category 11.5%
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Fidelity High Dividend ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.0%+3.7%+14.4%+13.3%+17.2%+19.9%+14.5%+13.6%
Large Value average-1.1%3.4%13.6%15.6%20.2%17.9%11.5%12.3%12.8%
Difference+0.1%+0.3%+0.8%-2.3%-3.0%+2.1%+3.0%+0.8%

Holdings

The 10 largest positions make up 35.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp7.32%
AAPLApple Inc6.42%
MSFTMicrosoft Corp5.40%
DELLDell Technologies Inc Ordinary Shares - Class C3.04%
AVGOBroadcom Inc2.99%
JPMJPMorgan Chase & Co2.83%
KOCoca-Cola Co2.01%
BACBank of America Corp1.99%
GOOGLAlphabet Inc Class A1.88%
GSThe Goldman Sachs Group Inc1.83%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
18.7
P/B
3.1
P/S
2.5
P/CF
13.0

Sector allocation

Share of the equity the fund holds.

29.8%Technology9 sectors
  1. Technology29.8%
  2. Financial services19.3%
  3. Consumer discretionary12.2%
  4. Consumer staples11.0%
  5. Real estate9.7%
  6. Utilities8.1%
  7. Health care3.4%
  8. Communication services3.3%
  9. Industrials3.2%

Asset mix

  • Stocks99.8%
  • Cash0.7%

Credit quality

Share of the bonds by rating.

  • US government0.0%

ETF details

Issuer
Fidelity Investments
Category
Equity · Large Value
Ticker
FDVV
Exchange
NYSE Arca
Inception
12 Sept 2016 (10.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.15% (category 0.85%)
Holdings turnover
39% (category 57%)
Distribution yield
2.76%
Beta, 3 years
0.76
Total net assets
$10.4B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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