SKOR vs FDRR

Comparison between FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND (SKOR, ETF) and FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF).

5-Year PerformanceFDRR has outperformed SKOR, delivering a return of +13.0% compared to +1.6%

SKOR vs FDRR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SKOR(ETF)	FDRR(ETF)
Net Assets	$737M	$737M
Expense Ratio	0.15%	0.15%
Max Drawdown	19.15%	37.57%
Sharpe Ratio	-0.39	1.73
5Y Beta	0.06	0.85
P/E Ratio	N/A	22.35
Forward P/E	N/A	18.57
PEG Ratio	N/A	0.36
5Y Dividends CAGR	5.60%	10.09%
5Y EPS CAGR	N/A	22.10%
Debt to Equity	N/A	-203.71%
P/S Ratio	N/A	2.72
P/B Ratio	N/A	4.18

Net Assets

Winner

SKOR

$737M

FDRR

$737M

Expense Ratio

SKOR

0.15%

FDRR

0.15%

Max Drawdown

Winner

SKOR

19.15%

FDRR

37.57%

Sharpe Ratio

SKOR

-0.39

Winner

FDRR

1.73

5Y Beta

Winner

SKOR

0.06

FDRR

0.85

P/E Ratio

SKOR

N/A

FDRR

22.35

Forward P/E

SKOR

N/A

FDRR

18.57

PEG Ratio

SKOR

N/A

FDRR

0.36

5Y Dividends CAGR

SKOR

5.60%

Winner

FDRR

10.09%

5Y EPS CAGR

SKOR

N/A

FDRR

22.10%

Debt to Equity

SKOR

N/A

FDRR

-203.71%

P/S Ratio

SKOR

N/A

FDRR

2.72

P/B Ratio

SKOR

N/A

FDRR

4.18

SKOR vs FDRR - Historical Returns

Returns include dividend reinvestment.

Period	SKOR	FDRR
1 month	+0.07%	+3.94%
3 months	+0.38%	+7.43%
6 months	-0.61%	+12.31%
1 year	+2.98%	+26.19%
5 years(CAGR)	+1.64%	+12.98%
10 years(CAGR)	+2.72%	+13.89%
Max(CAGR)	+2.98%	+13.89%

SKOR

+0.07%

Winner

FDRR

+3.94%

SKOR

+0.38%

Winner

FDRR

+7.43%

SKOR

-0.61%

Winner

FDRR

+12.31%

SKOR

+2.98%

Winner

FDRR

+26.19%

5Y(CAGR)

SKOR

+1.64%

Winner

FDRR

+12.98%

10Y(CAGR)

SKOR

+2.72%

Winner

FDRR

+13.89%

Max(CAGR)

SKOR

+2.98%

Winner

FDRR

+13.89%

SKOR vs FDRR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	SKOR	FDRR
2026	+0.36%	+14.63%
2025	+7.97%	+21.77%
2024	+4.83%	+20.40%
2023	+7.28%	+13.56%
2022	-9.56%	-10.26%
2021	-1.33%	+27.82%
2020	+8.68%	+7.84%
2019	+10.60%	+26.46%
2018	-0.64%	-4.40%
2017	+4.17%	+18.34%
2016	+2.76%	+5.55%
2015	+1.61%	N/A
2014	+0.51%	N/A

SKOR vs FDRR Drawdown Comparison

The maximum drawdown for SKOR was -15.98%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

The maximum drawdown for FDRR was -36.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.

The current SKOR drawdown is -0.79%. The current FDRR drawdown is -0.96%.

Rank	SKOR	FDRR
#1	-15.98% Mar 4, 2020 - May 28, 2020	-36.47% Feb 12, 2020 - Nov 24, 2020
#2	-15.13% Aug 3, 2021 - Sep 4, 2024	-20.92% Jan 4, 2022 - Dec 14, 2023
#3	-4.09% Dec 18, 2017 - Jan 30, 2019	-18.04% Feb 19, 2025 - Jun 26, 2025
#4	-3.84% Sep 6, 2016 - May 31, 2017	-15.96% Sep 21, 2018 - Apr 4, 2019
#5	-3.52% Apr 6, 2015 - Mar 18, 2016	-9.97% Jan 26, 2018 - Aug 27, 2018
#6	-2.46% Dec 31, 2020 - Jul 27, 2021	-8.51% Feb 6, 2026 - Apr 17, 2026
#7	-2.26% Oct 1, 2024 - Feb 25, 2025	-8.04% May 3, 2019 - Jul 3, 2019
#8	-2.23% Apr 3, 2025 - May 27, 2025	-7.65% Jul 16, 2024 - Aug 19, 2024
#9	-2.09% Feb 27, 2026 - Mar 27, 2026	-6.64% Jul 26, 2019 - Sep 11, 2019
#10	-1.62% Sep 4, 2019 - Oct 3, 2019	-5.03% Mar 28, 2024 - May 13, 2024
#11	-1.25% Jan 30, 2015 - Mar 24, 2015	-4.69% Dec 5, 2024 - Feb 13, 2025
#12	-1.16% May 17, 2016 - Jun 13, 2016	-4.34% Sep 2, 2021 - Oct 20, 2021
#13	-0.98% Jun 22, 2017 - Jul 18, 2017	-4.28% Jun 1, 2026 - Jul 16, 2026
#14	-0.96% Aug 6, 2020 - Nov 5, 2020	-4.12% Oct 28, 2025 - Nov 26, 2025
#15	-0.94% Dec 1, 2014 - Jan 6, 2015	-4.04% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between SKOR and FDRR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2014 - 2026)

SKOR vs FDRR dividend yield comparison.

Year	SKOR	FDRR
2026	2.76%	1.09%
2025	4.70%	2.21%
2024	4.90%	2.61%
2023	3.90%	2.93%
2022	2.56%	2.75%
2021	2.55%	2.09%
2020	3.38%	2.85%
2019	3.53%	2.89%
2018	2.85%	3.20%
2017	2.46%	2.89%
2016	2.74%	0.61%
2015	2.25%	0.00%
2014	0.31%	0.00%