FDRR vs SPEU
Comparison between FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO EUROPE ETF (SPEU, ETF).
5-Year PerformanceFDRR has outperformed SPEU, delivering a return of +12.3% compared to +8.3%
FDRR vs SPEU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDRR
$728M
SPEU
$724M
Expense Ratio
FDRR
0.15%
Winner
SPEU
0.07%
Max Drawdown
Winner
FDRR
37.57%
SPEU
64.50%
Sharpe Ratio
Winner
FDRR
1.92
SPEU
0.93
5Y Beta
FDRR
0.87
Winner
SPEU
0.68
P/E Ratio
FDRR
22.70
SPEU
N/A
Forward P/E
FDRR
18.19
SPEU
N/A
PEG Ratio
FDRR
0.31
SPEU
N/A
5Y Dividends CAGR
FDRR
5.70%
Winner
SPEU
14.39%
5Y EPS CAGR
FDRR
22.78%
SPEU
N/A
Debt to Equity
FDRR
-143.21%
SPEU
N/A
P/S Ratio
FDRR
2.71
SPEU
N/A
P/B Ratio
FDRR
4.17
SPEU
N/A
FDRR vs SPEU - Holdings Comparison
FDRR and SPEU have 1 common holdings. Overlap is -0.01%
FDRR's top 25 holdings weight is 60.20%. SPEU's top 25 holdings weight is 31.90%.
| Rank | FDRR | SPEU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.25% | ASML HOLDING NV (n/a) - 4.07% |
| #2 | APPLE INC (AAPL) - 7.66% | HSBC HOLDINGS PLC (n/a) - 2.01% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.17% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.71% |
| #4 | MICROSOFT CORP (MSFT) - 5.61% | ASTRAZENECA PLC (AZN:XLON) - 1.70% |
| #5 | BROADCOM INC (AVGO) - 4.19% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.68% |
| #6 | CISCO SYSTEMS INC (CSCO) - 2.04% | NESTLE SA (n/a) - 1.57% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.03% | SHELL PLC (n/a) - 1.51% |
| #8 | n/a (DELL) - 1.95% | SIEMENS AG (n/a) - 1.50% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.88% | TOTALENERGIES SE (TTE:XPAR) - 1.20% |
| #10 | ELI LILLY AND CO (LLY) - 1.84% | SCHNEIDER ELECTRIC SE (n/a) - 1.19% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.49% | SAP SE (n/a) - 1.19% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.48% | BANCO SANTANDER SA (n/a) - 1.13% |
| #13 | CATERPILLAR INC (CAT) - 1.24% | ABB LTD (n/a) - 1.07% |
| #14 | ABBVIE INC (ABBV) - 1.23% | ALLIANZ SE (n/a) - 1.03% |
| #15 | EXXON MOBIL CORP (XOM) - 1.23% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.92% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.17% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.90% |
| #17 | SKYWORKS SOLUTIONS INC (SWKS) - 1.16% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.88% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% | IBERDROLA SA (n/a) - 0.87% |
| #19 | FIDELITY CASH CENTRAL FUND (n/a) - 1.13% | NOVO NORDISK AS CLASS B (n/a) - 0.86% |
| #20 | MERCK & CO INC (MRK) - 1.08% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.85% |
| #21 | CITIGROUP INC (C) - 1.06% | INFINEON TECHNOLOGIES AG (n/a) - 0.83% |
| #22 | THE HOME DEPOT INC (HD) - 1.05% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.82% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81% |
| #24 | HP INC (HPQ) - 1.04% | UNICREDIT SPA (n/a) - 0.81% |
| #25 | STARBUCKS CORP (SBUX) - 1.02% | SAFRAN SA (n/a) - 0.79% |
| Total Holdings | 125 | 1644 |
FDRR vs SPEU - Historical Returns
Returns include dividend reinvestment.
1M
FDRR
+2.98%
Winner
SPEU
+4.55%
3M
Winner
FDRR
+11.52%
SPEU
+7.97%
6M
Winner
FDRR
+9.50%
SPEU
+9.24%
1Y
Winner
FDRR
+28.96%
SPEU
+19.37%
5Y(CAGR)
Winner
FDRR
+12.32%
SPEU
+8.31%
10Y(CAGR)
Winner
FDRR
+13.59%
SPEU
+10.10%
Max(CAGR)
Winner
FDRR
+13.59%
SPEU
+6.81%
FDRR vs SPEU - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | FDRR | SPEU |
|---|---|---|
| 2026 | +9.10% | +6.54% |
| 2025 | +21.77% | +36.36% |
| 2024 | +20.40% | +3.25% |
| 2023 | +13.56% | +18.55% |
| 2022 | -10.26% | -16.89% |
| 2021 | +27.82% | +15.15% |
| 2020 | +7.84% | +5.51% |
| 2019 | +26.46% | +26.65% |
| 2018 | -4.40% | -14.22% |
| 2017 | +18.34% | +23.32% |
| 2016 | +5.55% | -0.88% |
| 2015 | N/A | -3.55% |
| 2014 | N/A | -6.06% |
| 2013 | N/A | +19.74% |
| 2012 | N/A | +13.57% |
| 2011 | N/A | -8.86% |
| 2010 | N/A | -5.47% |
| 2009 | N/A | +27.35% |
| 2008 | N/A | -41.67% |
| 2007 | N/A | +12.63% |
| 2006 | N/A | +22.33% |
| 2005 | N/A | +8.00% |
| 2004 | N/A | +14.20% |
| 2003 | N/A | +34.05% |
| 2002 | N/A | -4.69% |
FDRR vs SPEU Drawdown Comparison
The maximum drawdown for FDRR was -36.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The maximum drawdown for SPEU was -62.46%, occurring on Mar 9, 2009. Recovery took 2572 trading sessions.
The current FDRR drawdown is -1.49%. The current SPEU drawdown is -0.48%.
| Rank | FDRR | SPEU |
|---|---|---|
| #1 | -36.47% Feb 12, 2020 - Nov 24, 2020 | -62.46% Oct 31, 2007 - Jan 19, 2018 |
| #2 | -20.92% Jan 4, 2022 - Dec 14, 2023 | -36.83% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -18.04% Feb 19, 2025 - Jun 26, 2025 | -32.71% Nov 3, 2021 - Feb 22, 2024 |
| #4 | -15.96% Sep 21, 2018 - Apr 4, 2019 | -21.87% Jan 26, 2018 - Dec 16, 2019 |
| #5 | -9.97% Jan 26, 2018 - Aug 27, 2018 | -20.15% Nov 21, 2002 - May 7, 2003 |
| #6 | -8.51% Feb 6, 2026 - Apr 17, 2026 | -14.17% Mar 18, 2025 - May 2, 2025 |
| #7 | -8.04% May 3, 2019 - Jul 3, 2019 | -12.63% May 9, 2006 - Sep 1, 2006 |
| #8 | -7.65% Jul 16, 2024 - Aug 19, 2024 | -12.57% Jul 12, 2007 - Oct 1, 2007 |
| #9 | -6.64% Jul 26, 2019 - Sep 11, 2019 | -12.09% Feb 25, 2026 - Mar 20, 2026 |
| #10 | -5.03% Mar 28, 2024 - May 13, 2024 | -11.41% Sep 26, 2024 - Mar 3, 2025 |
| #11 | -4.69% Dec 5, 2024 - Feb 13, 2025 | -10.14% Feb 17, 2004 - Nov 1, 2004 |
| #12 | -4.34% Sep 2, 2021 - Oct 20, 2021 | -7.95% Feb 26, 2007 - Apr 4, 2007 |
| #13 | -4.12% Oct 28, 2025 - Nov 26, 2025 | -7.94% Jun 18, 2003 - Oct 3, 2003 |
| #14 | -4.04% Aug 30, 2024 - Sep 19, 2024 | -6.88% Mar 8, 2005 - Aug 1, 2005 |
| #15 | -4.03% Sep 22, 2016 - Nov 14, 2016 | -6.73% Oct 21, 2002 - Nov 5, 2002 |
Correlation
Correlation between FDRR and SPEU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
FDRR vs SPEU dividend yield comparison.
| Year | FDRR | SPEU |
|---|---|---|
| 2026 | 0.53% | 0.41% |
| 2025 | 2.21% | 3.46% |
| 2024 | 2.61% | 3.29% |
| 2023 | 2.93% | 2.91% |
| 2022 | 2.75% | 3.08% |
| 2021 | 2.09% | 2.67% |
| 2020 | 2.85% | 2.29% |
| 2019 | 2.89% | 3.19% |
| 2018 | 3.20% | 3.99% |
| 2017 | 2.89% | 2.82% |
| 2016 | 0.61% | 3.66% |
| 2015 | 0.00% | 3.62% |
| 2014 | 0.00% | 5.91% |
| 2013 | 0.00% | 3.06% |
| 2012 | 0.00% | 3.59% |
| 2011 | 0.00% | 4.73% |
| 2010 | 0.00% | 2.64% |
| 2009 | 0.00% | 3.62% |
| 2008 | 0.00% | 6.28% |
| 2007 | 0.00% | 3.52% |
| 2006 | 0.00% | 2.99% |
| 2005 | 0.00% | 3.04% |
| 2004 | 0.00% | 2.20% |
| 2003 | 0.00% | 2.21% |
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