FDRR vs IGE
Comparison between FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
5-Year PerformanceIGE has outperformed FDRR, delivering a return of +19.0% compared to +12.4%
FDRR vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDRR
$709M
IGE
$708M
Expense Ratio
Winner
FDRR
0.15%
IGE
0.39%
Max Drawdown
Winner
FDRR
37.57%
IGE
73.46%
Sharpe Ratio
FDRR
1.61
Winner
IGE
1.70
5Y Beta
FDRR
0.86
Winner
IGE
0.66
P/E Ratio
FDRR
23.37
Winner
IGE
23.01
Forward P/E
FDRR
18.35
Winner
IGE
13.22
PEG Ratio
FDRR
0.30
IGE
N/A
5Y Dividends CAGR
Winner
FDRR
10.09%
IGE
7.99%
5Y EPS CAGR
FDRR
21.59%
Winner
IGE
27.04%
Debt to Equity
Winner
FDRR
-185.68%
IGE
49.27%
P/S Ratio
FDRR
2.67
Winner
IGE
1.80
P/B Ratio
FDRR
4.16
Winner
IGE
2.49
FDRR vs IGE - Holdings Comparison
FDRR and IGE have 10 common holdings. Overlap is 3.70%
FDRR's top 25 holdings weight is 61.23%. IGE's top 25 holdings weight is 66.39%.
| Rank | FDRR | IGE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.36% | EXXON MOBIL CORP (XOM) - 9.52% |
| #2 | APPLE INC (AAPL) - 7.85% | CHEVRON CORP (CVX) - 8.88% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.63% | CONOCOPHILLIPS (COP) - 3.60% |
| #4 | MICROSOFT CORP (MSFT) - 5.04% | ENBRIDGE INC (n/a) - 3.33% |
| #5 | BROADCOM INC (AVGO) - 3.87% | NEWMONT CORP (NEM) - 2.85% |
| #6 | n/a (DELL) - 3.50% | WILLIAMS COMPANIES INC (WMB) - 2.55% |
| #7 | ELI LILLY AND CO (LLY) - 2.14% | FREEPORT-MCMORAN INC (FCX) - 2.49% |
| #8 | JPMORGAN CHASE & CO (JPM) - 2.06% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.99% | VALERO ENERGY CORP (VLO) - 2.29% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.97% | AGNICO EAGLE MINES LTD (n/a) - 2.25% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.67% | MARATHON PETROLEUM CORP (MPC) - 2.21% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.58% | CRH PLC (CRH) - 2.01% |
| #13 | ABBVIE INC (ABBV) - 1.42% | PHILLIPS 66 (PSX) - 2.00% |
| #14 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.39% | TC ENERGY CORP (TRP) - 1.96% |
| #15 | CATERPILLAR INC (CAT) - 1.34% | EOG RESOURCES INC (EOG) - 1.96% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.32% | SLB LTD (SLB) - 1.93% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.25% | SUNCOR ENERGY INC (SU) - 1.81% |
| #18 | CITIGROUP INC (C) - 1.19% | KINDER MORGAN INC CLASS P (KMI) - 1.78% |
| #19 | MERCK & CO INC (MRK) - 1.16% | BARRICK MINING CORP (n/a) - 1.75% |
| #20 | HP INC (HPQ) - 1.16% | TARGA RESOURCES CORP (TRGP) - 1.58% |
| #21 | THE HOME DEPOT INC (HD) - 1.14% | ONEOK INC (OKE) - 1.55% |
| #22 | GE AEROSPACE (GE) - 1.13% | BAKER HUGHES CO CLASS A (BKR) - 1.53% |
| #23 | EXXON MOBIL CORP (XOM) - 1.05% | CHENIERE ENERGY INC (LNG) - 1.46% |
| #24 | WELLS FARGO & CO (WFC) - 1.04% | WHEATON PRECIOUS METALS CORP (WPM) - 1.45% |
| #25 | STARBUCKS CORP (SBUX) - 0.98% | DEVON ENERGY CORP (DVN) - 1.33% |
| Total Holdings | 128 | 155 |
FDRR vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDRR
+2.69%
IGE
+2.54%
3M
Winner
FDRR
+7.34%
IGE
-0.94%
6M
Winner
FDRR
+10.86%
IGE
+7.97%
1Y
FDRR
+23.31%
Winner
IGE
+36.35%
5Y(CAGR)
FDRR
+12.39%
Winner
IGE
+19.00%
10Y(CAGR)
Winner
FDRR
+13.57%
IGE
+9.15%
Max(CAGR)
Winner
FDRR
+13.57%
IGE
+7.91%
FDRR vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | FDRR | IGE |
|---|---|---|
| 2026 | +10.28% | +17.11% |
| 2025 | +21.77% | +18.87% |
| 2024 | +20.40% | +7.10% |
| 2023 | +13.56% | +6.22% |
| 2022 | -10.26% | +31.15% |
| 2021 | +27.82% | +38.01% |
| 2020 | +7.84% | -19.74% |
| 2019 | +26.46% | +15.24% |
| 2018 | -4.40% | -23.01% |
| 2017 | +18.34% | -0.50% |
| 2016 | +5.55% | +30.28% |
| 2015 | N/A | -24.89% |
| 2014 | N/A | -9.16% |
| 2013 | N/A | +13.43% |
| 2012 | N/A | -1.17% |
| 2011 | N/A | -8.30% |
| 2010 | N/A | +19.38% |
| 2009 | N/A | +30.69% |
| 2008 | N/A | -43.73% |
| 2007 | N/A | +38.51% |
| 2006 | N/A | +11.89% |
| 2005 | N/A | +40.03% |
| 2004 | N/A | +24.17% |
| 2003 | N/A | +30.72% |
| 2002 | N/A | -13.54% |
| 2001 | N/A | +5.48% |
FDRR vs IGE Drawdown Comparison
The maximum drawdown for FDRR was -36.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current FDRR drawdown is -0.58%. The current IGE drawdown is -5.79%.
| Rank | FDRR | IGE |
|---|---|---|
| #1 | -36.47% Feb 12, 2020 - Nov 24, 2020 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -20.92% Jan 4, 2022 - Dec 14, 2023 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -18.04% Feb 19, 2025 - Jun 26, 2025 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -15.96% Sep 21, 2018 - Apr 4, 2019 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -9.97% Jan 26, 2018 - Aug 27, 2018 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -8.51% Feb 6, 2026 - Apr 17, 2026 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -8.04% May 3, 2019 - Jul 3, 2019 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -7.65% Jul 16, 2024 - Aug 19, 2024 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -6.64% Jul 26, 2019 - Sep 11, 2019 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -5.03% Mar 28, 2024 - May 13, 2024 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -4.69% Dec 5, 2024 - Feb 13, 2025 | -11.54% Mar 2, 2026 - Jul 1, 2026 |
| #12 | -4.34% Sep 2, 2021 - Oct 20, 2021 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #13 | -4.28% Jun 1, 2026 - Jul 16, 2026 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #14 | -4.12% Oct 28, 2025 - Nov 26, 2025 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #15 | -4.04% Aug 30, 2024 - Sep 19, 2024 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
Correlation
Correlation between FDRR and IGE is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2001 - 2026)
FDRR vs IGE dividend yield comparison.
| Year | FDRR | IGE |
|---|---|---|
| 2026 | 1.14% | 0.90% |
| 2025 | 2.21% | 2.32% |
| 2024 | 2.61% | 2.54% |
| 2023 | 2.93% | 2.85% |
| 2022 | 2.75% | 2.96% |
| 2021 | 2.09% | 2.92% |
| 2020 | 2.85% | 3.34% |
| 2019 | 2.89% | 5.55% |
| 2018 | 3.20% | 2.68% |
| 2017 | 2.89% | 2.11% |
| 2016 | 0.61% | 1.66% |
| 2015 | 0.00% | 3.08% |
| 2014 | 0.00% | 1.83% |
| 2013 | 0.00% | 1.50% |
| 2012 | 0.00% | 1.56% |
| 2011 | 0.00% | 1.19% |
| 2010 | 0.00% | 1.38% |
| 2009 | 0.00% | 1.05% |
| 2008 | 0.00% | 1.36% |
| 2007 | 0.00% | 0.81% |
| 2006 | 0.00% | 1.14% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.09% |
| 2003 | 0.00% | 1.38% |
| 2002 | 0.00% | 1.71% |
| 2001 | 0.00% | 0.39% |
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