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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

Net Assets
FDVV
$9.80B
Winner
JGRO
$10B
Expense Ratio
Winner
FDVV
0.15%
JGRO
0.44%
Max Drawdown
FDVV
41.11%
Winner
JGRO
22.70%
Sharpe Ratio
Winner
FDVV
1.77
JGRO
0.84
5Y Beta
Winner
FDVV
0.74
JGRO
1.17
P/E Ratio
Winner
FDVV
21.36
JGRO
36.68
Forward P/E
Winner
FDVV
17.84
JGRO
27.12
PEG Ratio
FDVV
0.28
JGRO
N/A
5Y Dividends CAGR
FDVV
9.76%
JGRO
N/A
5Y EPS CAGR
FDVV
21.13%
Winner
JGRO
33.16%
Debt to Equity
FDVV
-93.56%
JGRO
N/A
P/S Ratio
Winner
FDVV
2.28
JGRO
4.41
P/B Ratio
Winner
FDVV
3.39
JGRO
10.24

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%.

RankFDVVJGRO
#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 Holdings107121

FDVV vs JGRO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDVV
+1.68%
JGRO
-0.87%
3M
FDVV
+6.03%
Winner
JGRO
+8.51%
6M
Winner
FDVV
+7.86%
JGRO
+1.07%
1Y
Winner
FDVV
+22.28%
JGRO
+16.15%
5Y(CAGR)
FDVV
+13.20%
JGRO
N/A
10Y(CAGR)
FDVV
+13.36%
JGRO
N/A
Max(CAGR)
FDVV
+13.36%
Winner
JGRO
+18.95%

FDVV vs JGRO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearFDVVJGRO
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%.

RankFDVVJGRO
#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.

0.98
-101

Dividend Comparison (2016 - 2026)

FDVV vs JGRO dividend yield comparison.

YearFDVVJGRO
20260.73%0.00%
20252.89%0.16%
20242.94%0.10%
20233.77%0.17%
20223.44%0.16%
20212.70%0.00%
20203.19%0.00%
20193.93%0.00%
20184.05%0.00%
20173.66%0.00%
20161.04%0.00%

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