Logo

Fidelityยฎ Dividend ETF for Rising Rates (FDRR)

๐Ÿ” Compare with another ETF

ISINUS3160928327
TER0.00%
ReplicationSynthetic
DistributionDistributing
Launch Year2016
AUM$0.55 billion
ProviderFidelity
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Fidelityยฎ Dividend ETF for Rising Rates Price Chart

Live Price (Delayed)
Loading... USD
Description

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.S. Treasury yields.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ International Business Machines
1.48%
๐Ÿ“ˆ JPMorgan Chase & Co
2.15%
๐Ÿ“ˆ Eli Lilly and Company
1.87%
๐Ÿ“ˆ Apple Inc
6.05%
๐Ÿ“ˆ Broadcom Inc
3.09%
๐Ÿ“ˆ Cisco Systems Inc
1.45%
๐Ÿ“ˆ Meta Platforms Inc.
2.69%
๐Ÿ“ˆ Microsoft Corporation
7.33%
๐Ÿ“ˆ NVIDIA Corporation
7.23%
๐Ÿ“ˆ Alphabet Inc Class A
3.34%

Sector Allocation

โšก Energy
3.17%
๐Ÿ”Œ Utilities
2.28%
๐Ÿ’Š Healthcare
9.58%
๐Ÿ’ป Technology
32.39%
๐Ÿ—๏ธ Industrials
8.78%
๐Ÿ˜๏ธ Real Estate
3.15%
๐Ÿ“Š Basic Materials
1.67%
๐Ÿ“Š Consumer Cyclicals
10.84%
๐Ÿ“Š Consumer Defensive
5.59%
๐Ÿ“Š Financial Services
13.48%
๐Ÿ“ก Communication Services
9.06%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
3.45%
๐Ÿ’ฐ Other
-2.63%
๐Ÿ’ฐ Stock US
92.24%
๐Ÿ’ฐ Stock non-US
6.94%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month13.27%
3 Months-2.08%
6 Months-0.96%
1 Year6.77%
3 Years39.67%
5 Years101.81%
Since Inception162.81%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Distributing

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
No, it distributes dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.