FDRR vs LTPZ

Comparison between FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformanceFDRR has outperformed LTPZ, delivering a return of +12.4% compared to -6.6%

FDRR vs LTPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDRR(ETF)	LTPZ(ETF)
Net Assets	$709M	$708M
Expense Ratio	0.15%	0.20%
Max Drawdown	37.57%	47.96%
Sharpe Ratio	1.61	-0.27
5Y Beta	0.86	0.14
P/E Ratio	23.37	N/A
Forward P/E	18.35	N/A
PEG Ratio	0.30	N/A
5Y Dividends CAGR	10.09%	7.73%
5Y EPS CAGR	21.59%	N/A
Debt to Equity	-185.68%	N/A
P/S Ratio	2.67	N/A
P/B Ratio	4.16	N/A

Net Assets

Winner

FDRR

$709M

LTPZ

$708M

Expense Ratio

Winner

FDRR

0.15%

LTPZ

0.20%

Max Drawdown

Winner

FDRR

37.57%

LTPZ

47.96%

Sharpe Ratio

Winner

FDRR

1.61

LTPZ

-0.27

5Y Beta

FDRR

0.86

Winner

LTPZ

0.14

P/E Ratio

FDRR

23.37

LTPZ

N/A

Forward P/E

FDRR

18.35

LTPZ

N/A

PEG Ratio

FDRR

0.30

LTPZ

N/A

5Y Dividends CAGR

Winner

FDRR

10.09%

LTPZ

7.73%

5Y EPS CAGR

FDRR

21.59%

LTPZ

N/A

Debt to Equity

FDRR

-185.68%

LTPZ

N/A

P/S Ratio

FDRR

2.67

LTPZ

N/A

P/B Ratio

FDRR

4.16

LTPZ

N/A

FDRR vs LTPZ - Historical Returns

Returns include dividend reinvestment.

Period	FDRR	LTPZ
1 month	+2.69%	-2.46%
3 months	+7.34%	-2.18%
6 months	+10.86%	-2.84%
1 year	+23.31%	-0.07%
5 years(CAGR)	+12.39%	-6.61%
10 years(CAGR)	+13.57%	+0.04%
Max(CAGR)	+13.57%	+2.82%

Winner

FDRR

+2.69%

LTPZ

-2.46%

Winner

FDRR

+7.34%

LTPZ

-2.18%

Winner

FDRR

+10.86%

LTPZ

-2.84%

Winner

FDRR

+23.31%

LTPZ

-0.07%

5Y(CAGR)

Winner

FDRR

+12.39%

LTPZ

-6.61%

10Y(CAGR)

Winner

FDRR

+13.57%

LTPZ

+0.04%

Max(CAGR)

Winner

FDRR

+13.57%

LTPZ

+2.82%

FDRR vs LTPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	FDRR	LTPZ
2026	+10.28%	-2.11%
2025	+21.77%	+4.01%
2024	+20.40%	-4.68%
2023	+13.56%	-0.38%
2022	-10.26%	-30.10%
2021	+27.82%	+6.50%
2020	+7.84%	+22.87%
2019	+26.46%	+16.97%
2018	-4.40%	-6.49%
2017	+18.34%	+8.23%
2016	+5.55%	+8.48%
2015	N/A	-10.16%
2014	N/A	+18.77%
2013	N/A	-18.74%
2012	N/A	+11.89%
2011	N/A	+25.70%
2010	N/A	+8.56%
2009	N/A	+3.24%

FDRR vs LTPZ Drawdown Comparison

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

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current FDRR drawdown is -0.58%. The current LTPZ drawdown is -34.54%.

Rank	FDRR	LTPZ
#1	-36.47% Feb 12, 2020 - Nov 24, 2020	-40.96% Nov 9, 2021 - Oct 19, 2023
#2	-20.92% Jan 4, 2022 - Dec 14, 2023	-22.67% Dec 10, 2012 - Jul 5, 2016
#3	-18.04% Feb 19, 2025 - Jun 26, 2025	-22.60% Mar 6, 2020 - Apr 15, 2020
#4	-15.96% Sep 21, 2018 - Apr 4, 2019	-13.15% Sep 7, 2016 - May 29, 2019
#5	-9.97% Jan 26, 2018 - Aug 27, 2018	-12.85% Nov 2, 2010 - Jul 11, 2011
#6	-8.51% Feb 6, 2026 - Apr 17, 2026	-11.65% Jan 4, 2021 - Jul 15, 2021
#7	-8.04% May 3, 2019 - Jul 3, 2019	-7.24% Aug 29, 2019 - Jan 27, 2020
#8	-7.65% Jul 16, 2024 - Aug 19, 2024	-7.05% Apr 28, 2020 - Jul 20, 2020
#9	-6.64% Jul 26, 2019 - Sep 11, 2019	-5.98% Aug 10, 2011 - Nov 1, 2011
#10	-5.03% Mar 28, 2024 - May 13, 2024	-5.85% Nov 30, 2009 - May 4, 2010
#11	-4.69% Dec 5, 2024 - Feb 13, 2025	-5.67% Jul 24, 2012 - Oct 4, 2012
#12	-4.34% Sep 2, 2021 - Oct 20, 2021	-4.63% Aug 4, 2020 - Dec 31, 2020
#13	-4.28% Jun 1, 2026 - Jul 16, 2026	-4.50% Jan 31, 2012 - Apr 26, 2012
#14	-4.12% Oct 28, 2025 - Nov 26, 2025	-4.23% Oct 27, 2021 - Nov 8, 2021
#15	-4.04% Aug 30, 2024 - Sep 19, 2024	-3.71% Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between FDRR and LTPZ is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2009 - 2026)

FDRR vs LTPZ dividend yield comparison.

Year	FDRR	LTPZ
2026	1.14%	3.86%
2025	2.21%	4.64%
2024	2.61%	3.71%
2023	2.93%	3.71%
2022	2.75%	8.38%
2021	2.09%	3.56%
2020	2.85%	1.42%
2019	2.89%	1.74%
2018	3.20%	3.05%
2017	2.89%	2.25%
2016	0.61%	2.32%
2015	0.00%	0.71%
2014	0.00%	1.77%
2013	0.00%	1.28%
2012	0.00%	1.58%
2011	0.00%	3.62%
2010	0.00%	2.51%
2009	0.00%	0.80%