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FDVV vs DJD

Comparison between FIDELITY HIGH DIVIDEND ETF (FDVV, ETF) and INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF).

5-Year PerformanceFDVV has outperformed DJD, delivering a return of +14.1% compared to +11.2%

FDVV vs DJD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FDVV
$9.70B
DJD
$464M
Expense Ratio
FDVV
0.15%
Winner
DJD
0.07%
Max Drawdown
FDVV
41.11%
Winner
DJD
35.36%
Sharpe Ratio
FDVV
1.48
Winner
DJD
1.68
5Y Beta
FDVV
0.73
Winner
DJD
0.52
P/E Ratio
Winner
FDVV
21.41
DJD
23.51
Forward P/E
Winner
FDVV
17.89
DJD
19.72
PEG Ratio
Winner
FDVV
0.28
DJD
0.76
5Y Dividends CAGR
Winner
FDVV
11.60%
DJD
3.44%
5Y EPS CAGR
Winner
FDVV
19.54%
DJD
8.02%
Debt to Equity
Winner
FDVV
-188.53%
DJD
-55.03%
P/S Ratio
Winner
FDVV
2.33
DJD
2.61
P/B Ratio
Winner
FDVV
3.44
DJD
5.10

FDVV vs DJD - Holdings Comparison

FDVV and DJD have 18 common holdings. Overlap is 17.83%

FDVV's top 25 holdings weight is 57.57%. DJD's top 25 holdings weight is 98.99%.

RankFDVVDJD
#1
NVIDIA CORP (NVDA) - 6.98%
UNITEDHEALTH GROUP INC (UNH) - 8.87%
#2
APPLE INC (AAPL) - 6.57%
CHEVRON CORP (CVX) - 6.73%
#3
MICROSOFT CORP (MSFT) - 4.17%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.45%
#4
BROADCOM INC (AVGO) - 3.16%
CISCO SYSTEMS INC (CSCO) - 6.23%
#5
JPMORGAN CHASE & CO (JPM) - 2.73%
MERCK & CO INC (MRK) - 5.75%
#6
n/a (DELL) - 2.72%
COCA-COLA CO (KO) - 5.38%
#7
THE GOLDMAN SACHS GROUP INC (GS) - 2.04%
THE GOLDMAN SACHS GROUP INC (GS) - 5.22%
#8
ALPHABET INC CLASS A (GOOGL) - 2.04%
AMGEN INC (AMGN) - 4.86%
#9
BANK OF AMERICA CORP (BAC) - 1.96%
PROCTER & GAMBLE CO (PG) - 4.71%
#10
COCA-COLA CO (KO) - 1.85%
THE HOME DEPOT INC (HD) - 4.60%
#11
n/a (n/a) - 1.84%
JPMORGAN CHASE & CO (JPM) - 4.53%
#12
PROCTER & GAMBLE CO (PG) - 1.74%
JOHNSON & JOHNSON (JNJ) - 4.34%
#13
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.72%
NIKE INC CLASS B (NKE) - 3.94%
#14
THE HOME DEPOT INC (HD) - 1.65%
3M CO (MMM) - 3.67%
#15
BEST BUY CO INC (BBY) - 1.64%
MCDONALD'S CORP (MCD) - 3.61%
#16
STARBUCKS CORP (SBUX) - 1.58%
THE TRAVELERS COMPANIES INC (TRV) - 3.12%
#17
ALTRIA GROUP INC (MO) - 1.58%
THE WALT DISNEY CO (DIS) - 2.62%
#18
WELLS FARGO & CO (WFC) - 1.54%
AMERICAN EXPRESS CO (AXP) - 2.34%
#19
TJX COMPANIES INC (TJX) - 1.52%
CATERPILLAR INC (CAT) - 2.10%
#20
BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.48%
VISA INC CLASS A (V) - 1.83%
#21
U.S. BANCORP (USB) - 1.43%
HONEYWELL INTERNATIONAL INC (HON) - 1.77%
#22
VAIL RESORTS INC (MTN) - 1.42%
SHERWIN-WILLIAMS CO (SHW) - 1.77%
#23
PRUDENTIAL FINANCIAL INC (PRU) - 1.42%
MICROSOFT CORP (MSFT) - 1.71%
#24
FORD MOTOR CO (F) - 1.41%
SALESFORCE INC (CRM) - 1.47%
#25
THE KRAFT HEINZ CO (KHC) - 1.38%
WALMART INC (WMT) - 1.37%
Total Holdings10929

FDVV vs DJD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDVV
+2.80%
DJD
+2.25%
3M
Winner
FDVV
+6.92%
DJD
+6.08%
6M
Winner
FDVV
+10.66%
DJD
+10.13%
1Y
FDVV
+19.79%
Winner
DJD
+22.45%
5Y(CAGR)
Winner
FDVV
+14.14%
DJD
+11.18%
10Y(CAGR)
Winner
FDVV
+13.58%
DJD
+12.13%
Max(CAGR)
Winner
FDVV
+13.58%
DJD
+12.31%

FDVV vs DJD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearFDVVDJD
2026+10.66%+12.84%
2025+16.99%+15.83%
2024+21.74%+12.64%
2023+18.23%+9.13%
2022-4.97%-1.33%
2021+31.16%+23.83%
2020+2.54%+0.06%
2019+23.65%+22.32%
2018-1.96%-0.37%
2017+12.52%+20.68%
2016+5.06%+19.78%
2015N/A-0.12%

FDVV vs DJD Drawdown Comparison

The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.

The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The current FDVV drawdown is -0.91%. The current DJD drawdown is -1.64%.

RankFDVVDJD
#1-40.21%
Feb 14, 2020 - Jan 6, 2021		-34.64%
Jan 17, 2020 - Dec 4, 2020
#2-20.17%
Mar 29, 2022 - Jul 12, 2023		-19.95%
Apr 20, 2022 - Dec 14, 2023
#3-15.90%
Feb 20, 2025 - Jun 24, 2025		-14.03%
Oct 3, 2018 - Feb 25, 2019
#4-15.03%
Sep 21, 2018 - Apr 1, 2019		-12.29%
Feb 28, 2025 - Jul 1, 2025
#5-10.00%
Jul 26, 2023 - Dec 13, 2023		-11.95%
Jan 26, 2018 - Sep 14, 2018
#6-9.29%
Feb 11, 2026 - May 6, 2026		-9.95%
Dec 29, 2015 - Mar 16, 2016
#7-9.08%
Jan 26, 2018 - Jul 10, 2018		-6.72%
Jan 12, 2022 - Mar 25, 2022
#8-7.13%
Apr 30, 2019 - Jul 3, 2019		-6.72%
Nov 29, 2024 - Feb 13, 2025
#9-5.84%
Jan 12, 2022 - Mar 22, 2022		-6.68%
Jul 29, 2019 - Nov 1, 2019
#10-5.68%
Jul 29, 2019 - Sep 11, 2019		-6.17%
Apr 23, 2019 - Jun 18, 2019
#11-5.64%
Nov 29, 2024 - Feb 19, 2025		-5.68%
Nov 3, 2021 - Dec 16, 2021
#12-5.05%
Jul 16, 2024 - Aug 15, 2024		-5.65%
Feb 11, 2026 - May 22, 2026
#13-5.01%
Sep 22, 2016 - Nov 18, 2016		-5.34%
Jan 14, 2021 - Feb 17, 2021
#14-4.32%
Nov 15, 2021 - Dec 10, 2021		-5.30%
May 10, 2021 - Nov 3, 2021
#15-4.25%
Sep 2, 2021 - Oct 15, 2021		-5.15%
Jun 23, 2016 - Jul 1, 2016

Correlation

Correlation between FDVV and DJD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2015 - 2026)

FDVV vs DJD dividend yield comparison.

YearFDVVDJD
20261.54%1.26%
20252.89%2.62%
20242.94%3.00%
20233.77%3.49%
20223.44%3.16%
20212.70%2.82%
20203.19%3.47%
20193.93%2.80%
20184.05%2.66%
20173.66%2.75%
20161.04%2.46%
20150.00%0.08%

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Compare DJD with:

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Net Assets
$464M
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Net Assets
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