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FDRRvsFVALETF Comparison

ETF 1
FDRR

Fidelity Dividend for Rising Rates ETF

This fund is part of
US High Dividend
+0.02%
VS
ETF 2
FVAL

Fidelity Value Factor ETF

This fund is part of
US Large Cap Value
+0.12%

Fidelity Dividend for Rising Rates ETF (FDRR) belongs to the US High Dividend segment. Fidelity Value Factor ETF (FVAL) is part of the US Large Cap Value segment. FDRR's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, FVAL's top sector exposures are Information Technology, Financials and Consumer Discretionary. Both FDRR and FVAL have the same Total Expense Ratio (TER) of 0.15%. FDRR is up 3.52% year-to-date (YTD) with +$444K in YTD flows. FVAL performs better with 4.47% YTD performance, and +$45M in YTD flows. Run a side-by-side ETF comparison of FDRR and FVAL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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FDRR vs FVAL performance and flow charts

Performance

024681012%Mar 30Apr 7Apr 14Apr 21Apr 28

Cumulative Flows

0 M5 M10 M15 M20 M25 MMar 30Apr 7Apr 14Apr 21Apr 28

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Historic performance and flows
Data as of 04/29/2026
1M3MYTD1Y3Y5Y
Perf.
FDRR
FVAL
+9.14%+11.37%
+1.49%+1.93%
+3.52%+4.47%
+31.45%+31.42%
+64.67%+70.24%
+70.78%+72.64%
Flows
FDRR
FVAL
-+$25M
+$444K+$37M
+$444K+$45M
+$13M+$48M
-$107M+$341M
+$31M+$444M
Volatility and drawdown
3M1Y3Y5Y
Volatility
FDRR
FVAL
+12.91%+14.12%
+11.09%+12.13%
+13.41%+14.26%
+14.79%+16.42%
Max drawdown
FDRR
FVAL
-8.52%-8.88%
-8.52%-8.88%
-17.87%-18.14%
-20.85%-23.38%
Max drawdown duration
FDRR
FVAL
66d72d
66d72d
126d131d
708d702d
Trading data

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FDRR
FVAL
Last sale
4/29/2026 at 7:39 PM
$62.54
$75.39
Previous close
04/29/2026
$62.77
$75.14
Consolidated volume
04/29/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of March 31, 2026
1-year trailing difference

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FDRR
FVAL
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 4/29/2026 at 7:39 PM
Live
Closed
FDRR
FVAL
Last price
$62.54
$75.39
1D performance
-0.37%
+0.33%
AuM$679.38 M$1.20 B
E/R0.15%0.15%
Characteristics
FDRR
FVAL
Management strategyPassivePassive
ProviderFidelityFidelity
BenchmarkFidelity Dividend for Rising Rates IndexFidelity U.S. Value Factor Index
N° of holdings105120
Asset classEquitiesEquities
Trailing 12m distribution yield
Join
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Inception dateSeptember 12, 2016September 12, 2016
ESGNoNo
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Exposure

Countries

FDRR
USA
90.7%
Other
9.3%
FVAL
USA
96.61%
Other
3.39%

Sectors

FDRR
Information Techn.
32.75%
Financials
11.09%
Health Care
10%
Communication Ser.
9.45%
Industrials
9.35%
Consumer Discreti.
9.2%
Other
18.16%
FVAL
Information Techn.
33.87%
Financials
10.51%
Consumer Discreti.
10.1%
Health Care
10.04%
Communication Ser.
9.31%
Industrials
9.2%
Other
16.97%
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Diversification

FDRR

Total weight of top 15 holdings out of 15

44.97%
FVAL

Total weight of top 15 holdings out of 15

45.43%

Top 15 holdings

Data as of March 31, 2026
FDRR
NVIDIA
7.91%
APPLE
7.18%
MICROSOFT-T
5.41%
ALPHABET INC-CL
4.92%
BROADCOM LIMITED
3.45%
JPMORGAN CHASE
2.02%
META PLATFORMS
1.99%
LILLY
1.78%
JOHNSON&JOHNSON
1.77%
DELL TECHNOLOGIES INC
1.61%
CISCO-T
1.59%
EXXON
1.47%
ABBVIE
1.36%
MERCK & CO INC
1.27%
HOME DEPOT
1.25%
FVAL
NVIDIA
7.56%
APPLE
6.86%
ALPHABET INC-CL
5.06%
MICROSOFT-T
5.05%
AMAZON.COM INC
3.81%
BROADCOM LIMITED
3.13%
META PLATFORMS
2.20%
BERKSHIRE HATHWAY
2.05%
LILLY
1.59%
JOHNSON&JOHNSON
1.53%
EXXON
1.46%
VISA INCORPORATION
1.38%
MICRON TECHNOLOGY
1.37%
WALMART INC
1.23%
ABBVIE
1.15%
Frequently asked questions about FDRR and FVAL

How have the FDRR and FVAL ETFs performed in 2026?

As of April 29, 2026, FDRR is up 3.52% year-to-date (YTD), while FVAL has returned 4.47%. That puts FVAL better performer ahead so far this year.

Which ETF is attracting more investor money: FDRR or FVAL?

Year-to-date, the FDRR ETF saw +$444K in flows, compared to +$45M for FVAL.

Which ETF is more volatile: FDRR or FVAL?

Over the past year, FDRR had a volatility of 11.09%, while FVAL experienced 12.13%.

Which ETF is bigger: FDRR or FVAL?

As of April 29, 2026, FDRR holds $679.38 M in assets under management (AUM), while FVAL manages $1.20 B.

What sectors do the FDRR and FVAL ETFs invest in?

FDRR leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, FVAL focuses on Information Technology, Financials and Consumer Discretionary.

What are the top holdings of the FDRR ETF and FVAL ETF?

FDRR top holdings include NVIDIA, APPLE and MICROSOFT-T. FVAL holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.

Which ETF is more diversified: FDRR or FVAL?

FDRR holds 110 securities with 44.97% of its assets in the top 15. FVAL has 123 securities and a top 15 weight of 45.43%.

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