FDRR
+4.03 · +6.98%
$61.70 · NYSE ARCA

Fidelity® Dividend ETF for Rising Rates (FDRR) ETF Analysis | Large Value

Fidelity Investments · United States
AUM:$804.2M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is FDRR?

The fund normally invests at least 80% of assets in securities included in the underlying index and in depository receipts representing securities included in the underlying index. The underlying index is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FDRR delivered 19.0% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 38.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$804.2M
Expense Ratio0.15%
Dividend Yield2.17%
Holdings49
Inception DateSept 2016
DomicileUnited States
DistributionQuarterly
Index
ProviderFidelity Investments
Beta0.91
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would FDRR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.2%
1Y
+23.1%
3Y
+78.1%
5Y
+82.2%
OpenBook InsightIf you had invested £10,000 in FDRR 5 years ago, it would have grown to £18,217 — a gain of £8,217.

Annual Returns

Calendar year performance

FDRR delivered positive returns in 4 of the last 5 calendar years.
YearFDRR
2026 YTD+14.2%
2025+21.8%
2024+20.4%
2023+13.5%
2022-10.3%
CAGR 4yr+10.6%
4/5 positive yearsAvg return: +11.9%Worst year: -10.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.5%
Low
Momentum
+4.9%
30-day change
Support Level
68.24
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.