StockComparison Logo
vs

SPLV vs FMDE

Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and FIDELITY ENHANCED MID CAP ETF (FMDE, ETF).

SPLV vs FMDE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLV
$6.90B
Winner
FMDE
$7B
Expense Ratio
SPLV
0.25%
Winner
FMDE
0.23%
Max Drawdown
SPLV
36.56%
Winner
FMDE
21.61%
Sharpe Ratio
SPLV
0.23
Winner
FMDE
1.18
5Y Beta
Winner
SPLV
0.32
FMDE
0.91
P/E Ratio
Winner
SPLV
20.90
FMDE
25.42
Forward P/E
SPLV
20.11
Winner
FMDE
16.90
PEG Ratio
SPLV
0.85
FMDE
N/A
5Y Dividends CAGR
SPLV
9.63%
FMDE
N/A
5Y EPS CAGR
SPLV
11.38%
Winner
FMDE
18.24%
Debt to Equity
Winner
SPLV
56.22%
FMDE
60.28%
P/S Ratio
SPLV
3.39
Winner
FMDE
1.86
P/B Ratio
Winner
SPLV
2.76
FMDE
3.30

SPLV vs FMDE - Holdings Comparison

SPLV and FMDE have 35 common holdings. Overlap is 11.45%

SPLV's top 25 holdings weight is 29.89%. FMDE's top 25 holdings weight is 24.28%.

RankSPLVFMDE
#1
LOEWS CORP (L) - 1.31%
WESTERN DIGITAL CORP (WDC) - 2.31%
#2
FIRSTENERGY CORP (FE) - 1.31%
SANDISK CORP ORDINARY SHARES (SNDK) - 1.50%
#3
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27%
HOWMET AEROSPACE INC (HWM) - 1.36%
#4
WEC ENERGY GROUP INC (WEC) - 1.24%
BANK OF NEW YORK MELLON CORP (BNY) - 1.27%
#5
DUKE ENERGY CORP (DUK) - 1.24%
TERADYNE INC (TER) - 0.99%
#6
COCA-COLA CO (KO) - 1.22%
COMFORT SYSTEMS USA INC (FIX) - 0.98%
#7
ALLIANT ENERGY CORP (LNT) - 1.22%
KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.96%
#8
DTE ENERGY CO (DTE) - 1.22%
ROSS STORES INC (ROST) - 0.93%
#9
AMEREN CORP (AEE) - 1.22%
L3HARRIS TECHNOLOGIES INC (LHX) - 0.91%
#10
CENTERPOINT ENERGY INC (CNP) - 1.21%
KINDER MORGAN INC CLASS P (KMI) - 0.90%
#11
PINNACLE WEST CAPITAL CORP (PNW) - 1.20%
STATE STREET CORP (STT) - 0.89%
#12
EVERGY INC (EVRG) - 1.20%
ALLSTATE CORP (ALL) - 0.89%
#13
TJX COMPANIES INC (TJX) - 1.20%
MARATHON PETROLEUM CORP (MPC) - 0.88%
#14
REGENCY CENTERS CORP (REG) - 1.19%
AMETEK INC (AME) - 0.88%
#15
JOHNSON & JOHNSON (JNJ) - 1.19%
NUCOR CORP (NUE) - 0.87%
#16
REALTY INCOME CORP (O) - 1.18%
FORD MOTOR CO (F) - 0.87%
#17
CMS ENERGY CORP (CMS) - 1.17%
ELECTRONIC ARTS INC (EA) - 0.82%
#18
LINDE PLC (LIN) - 1.17%
CARDINAL HEALTH INC (CAH) - 0.78%
#19
SOUTHERN CO (SO) - 1.16%
CORTEVA INC (CTVA) - 0.77%
#20
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.16%
NORTHERN TRUST CORP (NTRS) - 0.77%
#21
MCDONALD'S CORP (MCD) - 1.15%
VENTAS INC (VTR) - 0.77%
#22
REPUBLIC SERVICES INC (RSG) - 1.13%
CIENA CORP (CIEN) - 0.76%
#23
AFLAC INC (AFL) - 1.12%
OCCIDENTAL PETROLEUM CORP (OXY) - 0.76%
#24
ATMOS ENERGY CORP (ATO) - 1.11%
CURTISS-WRIGHT CORP (CW) - 0.74%
#25
DOMINION ENERGY INC (D) - 1.10%
EXPEDIA GROUP INC (EXPE) - 0.72%
Total Holdings106402

SPLV vs FMDE - Historical Returns

Returns include dividend reinvestment.

1M
SPLV
+1.00%
Winner
FMDE
+2.61%
3M
SPLV
+3.67%
Winner
FMDE
+11.61%
6M
SPLV
+5.04%
Winner
FMDE
+9.34%
1Y
SPLV
+4.95%
Winner
FMDE
+18.57%
5Y(CAGR)
SPLV
+6.50%
FMDE
N/A
10Y(CAGR)
SPLV
+8.46%
FMDE
N/A
Max(CAGR)
SPLV
+10.08%
Winner
FMDE
+21.29%

SPLV vs FMDE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSPLVFMDE
2026+6.05%+10.12%
2025+4.53%+12.33%
2024+12.93%+22.25%
2023+0.57%+8.91%
2022-3.95%N/A
2021+25.59%N/A
2020-0.65%N/A
2019+29.84%N/A
2018+0.54%N/A
2017+17.18%N/A
2016+11.86%N/A
2015+3.90%N/A
2014+18.78%N/A
2013+20.63%N/A
2012+10.55%N/A
2011+6.95%N/A

SPLV vs FMDE Drawdown Comparison

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

The maximum drawdown for FMDE was -21.10%, occurring on Apr 8, 2025. Recovery took 155 trading sessions.

The current SPLV drawdown is -2.84%. The current FMDE drawdown is -0.88%.

RankSPLVFMDE
#1-36.25%
Feb 14, 2020 - Apr 21, 2021		-21.10%
Dec 4, 2024 - Jul 22, 2025
#2-17.26%
Apr 20, 2022 - Jun 24, 2024		-8.32%
Feb 26, 2026 - Apr 17, 2026
#3-12.49%
Jul 7, 2011 - Oct 27, 2011		-6.79%
Jul 16, 2024 - Aug 21, 2024
#4-11.51%
Dec 3, 2018 - Feb 8, 2019		-6.53%
Mar 27, 2024 - Jul 16, 2024
#5-11.30%
Aug 18, 2015 - Oct 28, 2015		-5.69%
Oct 27, 2025 - Nov 28, 2025
#6-9.10%
Mar 3, 2025 - Aug 20, 2025		-4.09%
Sep 18, 2025 - Oct 27, 2025
#7-9.02%
Dec 31, 2021 - Apr 6, 2022		-3.99%
Aug 30, 2024 - Sep 18, 2024
#8-8.91%
Jan 26, 2018 - Jul 26, 2018		-3.19%
Jun 4, 2026 - Jun 12, 2026
#9-8.59%
Nov 29, 2024 - Mar 3, 2025		-3.02%
Jan 15, 2026 - Feb 20, 2026
#10-7.72%
Jul 22, 2016 - Feb 16, 2017		-2.86%
Dec 28, 2023 - Jan 29, 2024
#11-7.52%
Dec 29, 2015 - Mar 11, 2016		-2.60%
May 6, 2026 - May 22, 2026
#12-7.41%
Mar 2, 2026 - Jun 1, 2026		-2.59%
Nov 11, 2024 - Nov 22, 2024
#13-7.13%
May 17, 2013 - Jul 18, 2013		-2.41%
Jul 25, 2025 - Aug 13, 2025
#14-6.02%
Sep 13, 2018 - Nov 30, 2018		-2.28%
Oct 18, 2024 - Nov 6, 2024
#15-6.02%
Oct 27, 2011 - Dec 20, 2011		-2.22%
Dec 11, 2025 - Jan 5, 2026

Correlation

Correlation between SPLV and FMDE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2011 - 2026)

SPLV vs FMDE dividend yield comparison.

YearSPLVFMDE
20261.09%0.53%
20252.04%1.23%
20241.88%1.11%
20232.45%0.10%
20222.11%0.00%
20211.51%0.00%
20202.12%0.00%
20192.08%0.00%
20182.18%0.00%
20172.03%0.00%
20162.03%0.00%
20152.28%0.00%
20142.20%0.00%
20132.60%0.00%
20123.01%0.00%
20112.11%0.00%

Select Stocks to Compare

Popular: SPLV vs SPYFMDE vs SPY

More Comparisons

Compare with similar stocks

Compare SPLV with:

VCRB
ETF
Net Assets
$7B
VANGUARD CORE BOND ETF ETF SHARES
DXJ
ETF
Net Assets
$6.90B
WISDOMTREE JAPAN HEDGED EQUITY FUND
FBCG
ETF
Net Assets
$6.90B
FIDELITY BLUE CHIP GROWTH ETF

Compare FMDE with:

URA
ETF
Net Assets
$7.10B
GLOBAL X URANIUM ETF
SPMB
ETF
Net Assets
$7B
STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF
VCRB
ETF
Net Assets
$7B
VANGUARD CORE BOND ETF ETF SHARES