FDRR vs XCHG
Comparison between FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF) and AB US EQUITY ETF (XCHG, ETF).
FDRR vs XCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDRR
$687M
XCHG
$685M
Expense Ratio
Winner
FDRR
0.15%
XCHG
0.50%
Max Drawdown
FDRR
37.57%
Winner
XCHG
9.84%
Sharpe Ratio
Winner
FDRR
2.05
XCHG
0.70
5Y Beta
Winner
FDRR
0.87
XCHG
0.98
P/E Ratio
Winner
FDRR
23.34
XCHG
26.67
Forward P/E
Winner
FDRR
18.64
XCHG
22.33
PEG Ratio
Winner
FDRR
0.33
XCHG
0.45
5Y Dividends CAGR
FDRR
5.70%
XCHG
N/A
5Y EPS CAGR
FDRR
22.62%
Winner
XCHG
31.99%
Debt to Equity
FDRR
-49.93%
XCHG
N/A
P/S Ratio
Winner
FDRR
2.70
XCHG
3.72
P/B Ratio
Winner
FDRR
4.18
XCHG
6.10
FDRR vs XCHG - Holdings Comparison
FDRR and XCHG have 69 common holdings. Overlap is 34.56%
FDRR's top 25 holdings weight is 60.20%. XCHG's top 25 holdings weight is 57.07%.
| Rank | FDRR | XCHG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.25% | NVIDIA CORP (NVDA) - 8.22% |
| #2 | APPLE INC (AAPL) - 7.66% | MICROSOFT CORP (MSFT) - 5.71% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.17% | APPLE INC (AAPL) - 5.27% |
| #4 | MICROSOFT CORP (MSFT) - 5.61% | AMAZON.COM INC (AMZN) - 5.02% |
| #5 | BROADCOM INC (AVGO) - 4.19% | ALPHABET INC CLASS C (GOOG) - 4.34% |
| #6 | CISCO SYSTEMS INC (CSCO) - 2.04% | BROADCOM INC (AVGO) - 3.66% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.03% | META PLATFORMS INC CLASS A (META) - 3.08% |
| #8 | n/a (DELL) - 1.95% | ALPHABET INC CLASS A (GOOGL) - 2.57% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.88% | VISA INC CLASS A (V) - 2.56% |
| #10 | ELI LILLY AND CO (LLY) - 1.84% | GE VERNOVA INC (GEV) - 1.68% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.49% | n/a (TSM) - 1.64% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.48% | UNITEDHEALTH GROUP INC (UNH) - 1.49% |
| #13 | CATERPILLAR INC (CAT) - 1.24% | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 1.38% |
| #14 | ABBVIE INC (ABBV) - 1.23% | CHARLES SCHWAB CORP (SCHW) - 1.35% |
| #15 | EXXON MOBIL CORP (XOM) - 1.23% | EATON CORP PLC (ETN) - 1.33% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.17% | THE WALT DISNEY CO (DIS) - 1.32% |
| #17 | SKYWORKS SOLUTIONS INC (SWKS) - 1.16% | WELLS FARGO & CO (WFC) - 1.20% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% | NXP SEMICONDUCTORS NV (NXPI) - 1.20% |
| #19 | FIDELITY CASH CENTRAL FUND (n/a) - 1.13% | MERCK & CO INC (MRK) - 1.17% |
| #20 | MERCK & CO INC (MRK) - 1.08% | ORACLE CORP (ORCL) - 1.14% |
| #21 | CITIGROUP INC (C) - 1.06% | AIRBUS SE ADR (EADSY) - 0.38% |
| #22 | THE HOME DEPOT INC (HD) - 1.05% | REDDIT INC CLASS A SHARES (RDDT) - 0.37% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% | JPMORGAN CHASE & CO (JPM) - 0.35% |
| #24 | HP INC (HPQ) - 1.04% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 0.34% |
| #25 | STARBUCKS CORP (SBUX) - 1.02% | ENCOMPASS HEALTH CORP (EHC) - 0.30% |
| Total Holdings | 125 | 531 |
FDRR vs XCHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDRR
+4.10%
XCHG
+0.38%
3M
Winner
FDRR
+8.75%
XCHG
+6.36%
6M
Winner
FDRR
+8.73%
XCHG
+5.81%
1Y
FDRR
+30.02%
XCHG
N/A
5Y(CAGR)
FDRR
+12.06%
XCHG
N/A
10Y(CAGR)
FDRR
+13.52%
XCHG
N/A
Max(CAGR)
Winner
FDRR
+13.52%
XCHG
+12.73%
FDRR vs XCHG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FDRR | XCHG |
|---|---|---|
| 2026 | +8.09% | +5.40% |
| 2025 | +21.77% | +0.30% |
| 2024 | +20.40% | N/A |
| 2023 | +13.56% | N/A |
| 2022 | -10.26% | N/A |
| 2021 | +27.82% | N/A |
| 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 XCHG Drawdown Comparison
The maximum drawdown for FDRR was -36.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current FDRR drawdown is -2.41%. The current XCHG drawdown is -2.14%.
| Rank | FDRR | XCHG |
|---|---|---|
| #1 | -36.47% Feb 12, 2020 - Nov 24, 2020 | -9.66% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -20.92% Jan 4, 2022 - Dec 14, 2023 | -2.14% Jun 4, 2026 - Jun 5, 2026 |
| #3 | -18.04% Feb 19, 2025 - Jun 26, 2025 | -1.75% May 14, 2026 - May 28, 2026 |
| #4 | -15.96% Sep 21, 2018 - Apr 4, 2019 | -1.30% Dec 15, 2025 - Dec 22, 2025 |
| #5 | -9.97% Jan 26, 2018 - Aug 27, 2018 | -1.14% Dec 24, 2025 - Jan 6, 2026 |
| #6 | -8.51% Feb 6, 2026 - Apr 17, 2026 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #7 | -8.04% May 3, 2019 - Jul 3, 2019 | -0.73% Jun 1, 2026 - Jun 4, 2026 |
| #8 | -7.65% Jul 16, 2024 - Aug 19, 2024 | -0.65% May 6, 2026 - May 14, 2026 |
| #9 | -6.64% Jul 26, 2019 - Sep 11, 2019 | -0.51% Apr 27, 2026 - Apr 30, 2026 |
| #10 | -5.03% Mar 28, 2024 - May 13, 2024 | -0.48% May 1, 2026 - May 5, 2026 |
| #11 | -4.69% Dec 5, 2024 - Feb 13, 2025 | -0.44% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -4.34% Sep 2, 2021 - Oct 20, 2021 | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #13 | -4.12% Oct 28, 2025 - Nov 26, 2025 | -0.07% Apr 15, 2026 - Apr 17, 2026 |
| #14 | -4.04% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #15 | -4.03% Sep 22, 2016 - Nov 14, 2016 | N/A |
Correlation
Correlation between FDRR and XCHG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
FDRR vs XCHG dividend yield comparison.
| Year | FDRR | XCHG |
|---|---|---|
| 2026 | 0.53% | 0.17% |
| 2025 | 2.21% | 0.05% |
| 2024 | 2.61% | 0.00% |
| 2023 | 2.93% | 0.00% |
| 2022 | 2.75% | 0.00% |
| 2021 | 2.09% | 0.00% |
| 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% |
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