FDVV vs JGRO
Comparison between FIDELITY HIGH DIVIDEND ETF (FDVV, ETF) and JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF).
FDVV vs JGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDVV vs JGRO - Holdings Comparison
FDVV and JGRO have 22 common holdings. Overlap is 30.52%
FDVV's top 25 holdings weight is 57.45%. JGRO's top 25 holdings weight is 69.39%.
| Rank | FDVV | JGRO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.27% | NVIDIA CORP (NVDA) - 11.55% |
| #2 | APPLE INC (AAPL) - 6.37% | APPLE INC (AAPL) - 8.87% |
| #3 | MICROSOFT CORP (MSFT) - 4.52% | ALPHABET INC CLASS C (GOOG) - 8.04% |
| #4 | BROADCOM INC (AVGO) - 3.48% | BROADCOM INC (AVGO) - 4.89% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.48% | MICROSOFT CORP (MSFT) - 4.83% |
| #6 | n/a (n/a) - 2.43% | AMAZON.COM INC (AMZN) - 3.92% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.20% | TESLA INC (TSLA) - 2.96% |
| #8 | n/a (DELL) - 2.07% | META PLATFORMS INC CLASS A (META) - 2.89% |
| #9 | COCA-COLA CO (KO) - 1.86% | ADVANCED MICRO DEVICES INC (AMD) - 2.21% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.81% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.76% |
| #11 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77% | ELI LILLY AND CO (LLY) - 1.64% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.73% | THE GOLDMAN SACHS GROUP INC (GS) - 1.62% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.71% | MASTERCARD INC CLASS A (MA) - 1.38% |
| #14 | ALTRIA GROUP INC (MO) - 1.67% | n/a (TSM) - 1.33% |
| #15 | TJX COMPANIES INC (TJX) - 1.65% | JOHNSON & JOHNSON (JNJ) - 1.28% |
| #16 | STARBUCKS CORP (SBUX) - 1.57% | CIENA CORP (CIEN) - 1.27% |
| #17 | FORD MOTOR CO (F) - 1.57% | GE VERNOVA INC (GEV) - 1.19% |
| #18 | THE HOME DEPOT INC (HD) - 1.54% | WALMART INC (WMT) - 1.18% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.50% | QUANTA SERVICES INC (PWR) - 1.18% |
| #20 | PEPSICO INC (PEP) - 1.47% | GILEAD SCIENCES INC (GILD) - 0.99% |
| #21 | MCDONALD'S CORP (MCD) - 1.45% | NETFLIX INC (NFLX) - 0.96% |
| #22 | WELLS FARGO & CO (WFC) - 1.41% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.92% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.33% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #24 | PRUDENTIAL FINANCIAL INC (PRU) - 1.30% | RTX CORP (RTX) - 0.83% |
| #25 | U.S. BANCORP (USB) - 1.29% | NATERA INC (NTRA) - 0.82% |
| Total Holdings | 107 | 121 |
FDVV vs JGRO - Historical Returns
Returns include dividend reinvestment.
FDVV vs JGRO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FDVV | JGRO |
|---|---|---|
| 2026 | +6.94% | +3.10% |
| 2025 | +16.99% | +14.51% |
| 2024 | +21.74% | +34.94% |
| 2023 | +18.23% | +38.76% |
| 2022 | -4.97% | -10.03% |
| 2021 | +31.16% | N/A |
| 2020 | +2.54% | N/A |
| 2019 | +23.65% | N/A |
| 2018 | -1.96% | N/A |
| 2017 | +12.52% | N/A |
| 2016 | +5.06% | N/A |
FDVV vs JGRO Drawdown Comparison
The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current FDVV drawdown is -1.85%. The current JGRO drawdown is -3.94%.
| Rank | FDVV | JGRO |
|---|---|---|
| #1 | -40.21% Feb 14, 2020 - Jan 6, 2021 | -22.70% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -20.17% Mar 29, 2022 - Jul 12, 2023 | -17.88% Aug 16, 2022 - May 26, 2023 |
| #3 | -15.90% Feb 20, 2025 - Jun 24, 2025 | -16.44% Oct 29, 2025 - May 13, 2026 |
| #4 | -15.03% Sep 21, 2018 - Apr 1, 2019 | -13.21% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -10.00% Jul 26, 2023 - Dec 13, 2023 | -11.56% Jul 18, 2023 - Nov 20, 2023 |
| #6 | -9.29% Feb 11, 2026 - May 6, 2026 | -7.53% Mar 22, 2024 - May 15, 2024 |
| #7 | -9.08% Jan 26, 2018 - Jul 10, 2018 | -5.03% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -7.13% Apr 30, 2019 - Jul 3, 2019 | -4.28% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -5.84% Jan 12, 2022 - Mar 22, 2022 | -3.41% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -5.68% Jul 29, 2019 - Sep 11, 2019 | -3.31% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -5.64% Nov 29, 2024 - Feb 19, 2025 | -3.04% May 14, 2026 - Jun 1, 2026 |
| #12 | -5.05% Jul 16, 2024 - Aug 15, 2024 | -3.03% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -5.01% Sep 22, 2016 - Nov 18, 2016 | -2.99% Nov 12, 2024 - Dec 2, 2024 |
| #14 | -4.32% Nov 15, 2021 - Dec 10, 2021 | -2.66% Jun 15, 2023 - Jun 30, 2023 |
| #15 | -4.25% Sep 2, 2021 - Oct 15, 2021 | -2.65% Aug 12, 2025 - Sep 8, 2025 |
Correlation
Correlation between FDVV and JGRO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2016 - 2026)
FDVV vs JGRO dividend yield comparison.
| Year | FDVV | JGRO |
|---|---|---|
| 2026 | 0.73% | 0.00% |
| 2025 | 2.89% | 0.16% |
| 2024 | 2.94% | 0.10% |
| 2023 | 3.77% | 0.17% |
| 2022 | 3.44% | 0.16% |
| 2021 | 2.70% | 0.00% |
| 2020 | 3.19% | 0.00% |
| 2019 | 3.93% | 0.00% |
| 2018 | 4.05% | 0.00% |
| 2017 | 3.66% | 0.00% |
| 2016 | 1.04% | 0.00% |
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