FDRR vs CPER

Comparison between FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF) and United States Copper Index Fund (CPER, ETF).

5-Year PerformanceFDRR has outperformed CPER, delivering a return of +12.8% compared to +9.0%

FDRR vs CPER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDRR(ETF)	CPER(ETF)
Net Assets	$737M	$732M
Expense Ratio	0.15%	0.88%
Max Drawdown	37.57%	54.04%
Sharpe Ratio	1.76	1.31
5Y Beta	0.85	0.76
P/E Ratio	22.35	N/A
Forward P/E	18.49	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	10.09%	N/A
5Y EPS CAGR	22.10%	N/A
Debt to Equity	-203.71%	N/A
P/S Ratio	2.72	N/A
P/B Ratio	4.18	N/A

Net Assets

Winner

FDRR

$737M

CPER

$732M

Expense Ratio

Winner

FDRR

0.15%

CPER

0.88%

Max Drawdown

Winner

FDRR

37.57%

CPER

54.04%

Sharpe Ratio

Winner

FDRR

1.76

CPER

1.31

5Y Beta

FDRR

0.85

Winner

CPER

0.76

P/E Ratio

FDRR

22.35

CPER

N/A

Forward P/E

FDRR

18.49

CPER

N/A

PEG Ratio

FDRR

0.36

CPER

N/A

5Y Dividends CAGR

FDRR

10.09%

CPER

N/A

5Y EPS CAGR

FDRR

22.10%

CPER

N/A

Debt to Equity

FDRR

-203.71%

CPER

N/A

P/S Ratio

FDRR

2.72

CPER

N/A

P/B Ratio

FDRR

4.18

CPER

N/A

FDRR vs CPER - Historical Returns

Returns include dividend reinvestment.

Period	FDRR	CPER
1 month	+3.26%	+4.49%
3 months	+6.26%	+2.95%
6 months	+13.03%	+10.39%
1 year	+24.02%	+43.83%
5 years(CAGR)	+12.83%	+9.04%
10 years(CAGR)	+13.86%	+11.28%
Max(CAGR)	+13.86%	+3.19%

FDRR

+3.26%

Winner

CPER

+4.49%

Winner

FDRR

+6.26%

CPER

+2.95%

Winner

FDRR

+13.03%

CPER

+10.39%

FDRR

+24.02%

Winner

CPER

+43.83%

5Y(CAGR)

Winner

FDRR

+12.83%

CPER

+9.04%

10Y(CAGR)

Winner

FDRR

+13.86%

CPER

+11.28%

Max(CAGR)

Winner

FDRR

+13.86%

CPER

+3.19%

FDRR vs CPER - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDRR	CPER
2026	+14.50%	+14.55%
2025	+21.77%	+38.07%
2024	+20.40%	+5.05%
2023	+13.56%	+5.92%
2022	-10.26%	-14.35%
2021	+27.82%	+23.46%
2020	+7.84%	+22.81%
2019	+26.46%	+7.74%
2018	-4.40%	-21.40%
2017	+18.34%	+29.67%
2016	+5.55%	+17.97%
2015	N/A	-24.97%
2014	N/A	-16.53%
2013	N/A	-11.96%
2012	N/A	-0.59%
2011	N/A	-2.70%

FDRR vs CPER Drawdown Comparison

The maximum drawdown for FDRR was -36.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.

The maximum drawdown for CPER was -54.04%, occurring on Jan 15, 2016. Recovery took 2324 trading sessions.

The current FDRR drawdown is -1.08%. The current CPER drawdown is -1.91%.

Rank	FDRR	CPER
#1	-36.47% Feb 12, 2020 - Nov 24, 2020	-54.04% Feb 9, 2012 - May 6, 2021
#2	-20.92% Jan 4, 2022 - Dec 14, 2023	-34.75% Mar 4, 2022 - May 15, 2024
#3	-18.04% Feb 19, 2025 - Jun 26, 2025	-24.77% Jul 24, 2025 - Jan 5, 2026
#4	-15.96% Sep 21, 2018 - Apr 4, 2019	-21.47% Mar 26, 2025 - Jul 8, 2025
#5	-9.97% Jan 26, 2018 - Aug 27, 2018	-21.26% May 21, 2024 - Mar 19, 2025
#6	-8.51% Feb 6, 2026 - Apr 17, 2026	-16.49% May 11, 2021 - Mar 4, 2022
#7	-8.04% May 3, 2019 - Jul 3, 2019	-16.43% Jan 29, 2026 - May 11, 2026
#8	-7.65% Jul 16, 2024 - Aug 19, 2024	-10.57% Jun 2, 2026 - Aug 5, 2026
#9	-6.64% Jul 26, 2019 - Sep 11, 2019	-8.18% Dec 9, 2011 - Jan 12, 2012
#10	-5.03% Mar 28, 2024 - May 13, 2024	-6.95% May 12, 2026 - Jun 2, 2026
#11	-4.69% Dec 5, 2024 - Feb 13, 2025	-6.71% Nov 16, 2011 - Nov 30, 2011
#12	-4.34% Sep 2, 2021 - Oct 20, 2021	-4.91% Jan 14, 2026 - Jan 29, 2026
#13	-4.28% Jun 1, 2026 - Jul 16, 2026	-4.27% Jan 6, 2026 - Jan 14, 2026
#14	-4.12% Oct 28, 2025 - Nov 26, 2025	-4.09% Aug 5, 2026 - Aug 18, 2026
#15	-4.04% Aug 30, 2024 - Sep 19, 2024	-3.19% Jan 27, 2012 - Feb 3, 2012