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FDFF vs SPLS

Comparison between FIDELITY DISRUPTIVE FINANCE ETF (FDFF, ETF) and PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS, ETF).

FDFF vs SPLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FDFF
$44M
Winner
SPLS
$44M
Expense Ratio
FDFF
0.50%
Winner
SPLS
0.18%
Max Drawdown
FDFF
23.68%
Winner
SPLS
9.24%
Sharpe Ratio
FDFF
0.06
Winner
SPLS
1.02
5Y Beta
Winner
FDFF
0.99
SPLS
1.03
P/E Ratio
FDFF
70.68
SPLS
N/A
Forward P/E
FDFF
18.24
SPLS
N/A
Debt to Equity
FDFF
70.29%
SPLS
N/A
P/S Ratio
FDFF
3.37
SPLS
N/A
P/B Ratio
FDFF
3.22
SPLS
N/A

FDFF vs SPLS - Holdings Comparison

FDFF and SPLS have 0 common holdings. Overlap is 0.00%

FDFF's top 25 holdings weight is 86.69%. SPLS's top 25 holdings weight is 97.90%.

RankFDFFSPLS
#1
DBS GROUP HOLDINGS LTD (n/a) - 6.30%
ISHARES CORE S&P 500 ETF (IVV) - 97.90%
#2
CAPITAL ONE FINANCIAL CORP (COF) - 5.70%
N/A
#3
BLACKROCK INC (BLK) - 5.70%
N/A
#4
FIDELITY SECURITIES LENDING CASH CENTRAL FUND (n/a) - 5.43%
N/A
#5
BANKINTER SA (n/a) - 4.96%
N/A
#6
FINECOBANK SPA (n/a) - 4.73%
N/A
#7
VISA INC CLASS A (V) - 4.52%
N/A
#8
MASTERCARD INC CLASS A (MA) - 4.35%
N/A
#9
BLOCK INC CLASS A (XYZ) - 4.24%
N/A
#10
TOAST INC CLASS A (TOST) - 4.00%
N/A
#11
APOLLO GLOBAL MANAGEMENT INC (APO) - 3.93%
N/A
#12
HISCOX LTD (n/a) - 3.75%
N/A
#13
EQUIFAX INC (EFX) - 3.42%
N/A
#14
CHIME FINANCIAL INC ORDINARY SHARES CLASS A (CHYM) - 3.22%
N/A
#15
ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.70%
N/A
#16
INTERCONTINENTAL EXCHANGE INC (ICE) - 2.65%
N/A
#17
LONDON STOCK EXCHANGE GROUP PLC (n/a) - 2.40%
N/A
#18
CBOE GLOBAL MARKETS INC (CBOE) - 2.10%
N/A
#19
THE BALDWIN INSURANCE GROUP INC CLASS A (BWIN) - 2.08%
N/A
#20
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 1.89%
N/A
#21
REMITLY GLOBAL INC (RELY) - 1.87%
N/A
#22
CORPAY INC (CPAY) - 1.76%
N/A
#23
AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 1.74%
N/A
#24
VIRTU FINANCIAL INC CLASS A (VIRT) - 1.68%
N/A
#25
ALLY FINANCIAL INC (ALLY) - 1.57%
N/A
Total Holdings491

FDFF vs SPLS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDFF
+10.30%
SPLS
+3.56%
3M
Winner
FDFF
+15.39%
SPLS
+2.75%
6M
Winner
FDFF
+19.45%
SPLS
+11.86%
1Y
FDFF
+1.73%
SPLS
N/A
Max(CAGR)
FDFF
+14.71%
Winner
SPLS
+19.07%

FDFF vs SPLS - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearFDFFSPLS
2026+7.02%+11.09%
2025-2.68%N/A
2024+30.15%N/A
2023+15.99%N/A

FDFF vs SPLS Drawdown Comparison

The maximum drawdown for FDFF was -23.06%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for SPLS was -9.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The current FDFF drawdown is -2.31%. The current SPLS drawdown is -1.74%.

RankFDFFSPLS
#1-23.06%
Jan 30, 2025 - Apr 8, 2025
-9.24%
Jan 27, 2026 - Apr 14, 2026
#2-13.47%
Jul 26, 2023 - Dec 1, 2023
-4.38%
Jun 2, 2026 - Aug 3, 2026
#3-10.41%
Mar 21, 2024 - Aug 23, 2024
-2.25%
May 14, 2026 - May 26, 2026
#4-8.75%
Dec 6, 2024 - Jan 30, 2025
-2.20%
Jan 16, 2026 - Jan 26, 2026
#5-3.88%
Dec 28, 2023 - Feb 9, 2024
-1.86%
Aug 13, 2026 - Aug 20, 2026
#6-3.71%
Aug 30, 2024 - Sep 19, 2024
-1.00%
Apr 17, 2026 - Apr 22, 2026
#7-3.00%
Jun 15, 2023 - Jul 11, 2023
-0.60%
Apr 27, 2026 - Apr 30, 2026
#8-3.00%
Oct 18, 2024 - Nov 6, 2024
-0.56%
Apr 22, 2026 - Apr 24, 2026
#9-2.69%
Nov 11, 2024 - Nov 22, 2024
-0.55%
May 6, 2026 - May 8, 2026
#10-2.57%
Mar 13, 2024 - Mar 21, 2024
-0.52%
May 1, 2026 - May 5, 2026
#11-2.24%
Feb 12, 2024 - Feb 15, 2024
-0.43%
Aug 7, 2026 - Aug 13, 2026
#12-1.87%
Dec 19, 2023 - Dec 22, 2023
-0.27%
Aug 4, 2026 - Aug 7, 2026
#13-1.55%
Feb 15, 2024 - Feb 22, 2024
-0.16%
May 11, 2026 - May 13, 2026
#14-1.53%
Sep 19, 2024 - Oct 4, 2024
-0.08%
May 26, 2026 - May 28, 2026
#15-1.27%
Mar 4, 2024 - Mar 7, 2024
N/A

Correlation

Correlation between FDFF and SPLS is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (2023 - 2026)

FDFF vs SPLS dividend yield comparison.

YearFDFFSPLS
20260.63%0.54%
20250.86%0.00%
20240.70%0.00%
20230.27%0.00%

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