FDRR vs MINO

Comparison between FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF) and PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND (MINO, ETF).

5-Year PerformanceFDRR has outperformed MINO, delivering a return of +13.0% compared to +1.2%

FDRR vs MINO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDRR(ETF)	MINO(ETF)
Net Assets	$737M	$737M
Expense Ratio	0.15%	0.39%
Max Drawdown	37.57%	16.89%
Sharpe Ratio	1.73	0.62
5Y Beta	0.85	0.06
P/E Ratio	22.35	N/A
Forward P/E	18.57	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

FDRR

$737M

Winner

MINO

$737M

Expense Ratio

Winner

FDRR

0.15%

MINO

0.39%

Max Drawdown

FDRR

37.57%

Winner

MINO

16.89%

Sharpe Ratio

Winner

FDRR

1.73

MINO

0.62

5Y Beta

FDRR

0.85

Winner

MINO

0.06

P/E Ratio

FDRR

22.35

MINO

N/A

Forward P/E

FDRR

18.57

MINO

N/A

PEG Ratio

FDRR

0.36

MINO

N/A

5Y Dividends CAGR

FDRR

10.09%

MINO

N/A

5Y EPS CAGR

FDRR

22.10%

MINO

N/A

Debt to Equity

FDRR

-203.71%

MINO

N/A

P/S Ratio

FDRR

2.72

MINO

N/A

P/B Ratio

FDRR

4.18

MINO

N/A

FDRR vs MINO - Historical Returns

Returns include dividend reinvestment.

Period	FDRR	MINO
1 month	+3.94%	-0.58%
3 months	+7.43%	+0.48%
6 months	+12.31%	-0.73%
1 year	+26.19%	+5.73%
5 years(CAGR)	+12.98%	+1.18%
10 years(CAGR)	+13.89%	N/A
Max(CAGR)	+13.89%	+1.18%

Winner

FDRR

+3.94%

MINO

-0.58%

Winner

FDRR

+7.43%

MINO

+0.48%

Winner

FDRR

+12.31%

MINO

-0.73%

Winner

FDRR

+26.19%

MINO

+5.73%

5Y(CAGR)

Winner

FDRR

+12.98%

MINO

+1.18%

10Y(CAGR)

FDRR

+13.89%

MINO

N/A

Max(CAGR)

Winner

FDRR

+13.89%

MINO

+1.18%

FDRR vs MINO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	FDRR	MINO
2026	+14.63%	+0.89%
2025	+21.77%	+4.01%
2024	+20.40%	+3.03%
2023	+13.56%	+8.10%
2022	-10.26%	-10.46%
2021	+27.82%	+0.28%
2020	+7.84%	N/A
2019	+26.46%	N/A
2018	-4.40%	N/A
2017	+18.34%	N/A
2016	+5.55%	N/A

FDRR vs MINO Drawdown Comparison

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

The maximum drawdown for MINO was -15.24%, occurring on Oct 25, 2022. Recovery took 658 trading sessions.

The current FDRR drawdown is -0.96%. The current MINO drawdown is -1.69%.

Rank	FDRR	MINO
#1	-36.47% Feb 12, 2020 - Nov 24, 2020	-15.24% Dec 17, 2021 - Aug 2, 2024
#2	-20.92% Jan 4, 2022 - Dec 14, 2023	-4.71% Feb 28, 2025 - Sep 10, 2025
#3	-18.04% Feb 19, 2025 - Jun 26, 2025	-2.85% Dec 4, 2024 - Feb 28, 2025
#4	-15.96% Sep 21, 2018 - Apr 4, 2019	-2.41% Feb 27, 2026 - Jun 18, 2026
#5	-9.97% Jan 26, 2018 - Aug 27, 2018	-2.11% Oct 3, 2024 - Nov 29, 2024
#6	-8.51% Feb 6, 2026 - Apr 17, 2026	-1.91% Jul 2, 2026 - Jul 23, 2026
#7	-8.04% May 3, 2019 - Jul 3, 2019	-1.57% Sep 20, 2021 - Dec 10, 2021
#8	-7.65% Jul 16, 2024 - Aug 19, 2024	-0.94% Aug 5, 2024 - Sep 10, 2024
#9	-6.64% Jul 26, 2019 - Sep 11, 2019	-0.49% Nov 11, 2025 - Jan 6, 2026
#10	-5.03% Mar 28, 2024 - May 13, 2024	-0.34% Jan 15, 2026 - Jan 30, 2026
#11	-4.69% Dec 5, 2024 - Feb 13, 2025	-0.32% Sep 17, 2025 - Oct 2, 2025
#12	-4.34% Sep 2, 2021 - Oct 20, 2021	-0.31% Oct 27, 2025 - Nov 11, 2025
#13	-4.28% Jun 1, 2026 - Jul 16, 2026	-0.24% Sep 19, 2024 - Sep 27, 2024
#14	-4.12% Oct 28, 2025 - Nov 26, 2025	-0.22% Oct 1, 2024 - Oct 3, 2024
#15	-4.04% Aug 30, 2024 - Sep 19, 2024	-0.20% Sep 16, 2024 - Sep 19, 2024

Correlation

Correlation between FDRR and MINO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2016 - 2026)

FDRR vs MINO dividend yield comparison.

Year	FDRR	MINO
2026	1.09%	2.32%
2025	2.21%	3.71%
2024	2.61%	3.91%
2023	2.93%	3.78%
2022	2.75%	2.87%
2021	2.09%	0.29%
2020	2.85%	0.00%
2019	2.89%	0.00%
2018	3.20%	0.00%
2017	2.89%	0.00%
2016	0.61%	0.00%