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Morningstar

Fidelity® High Dividend ETF FDVV

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FDVV

Will FDVV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDVV’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FDVV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FDVV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unique but sound.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Fidelity High Dividend ETF sidesteps the common perils of investing in high-yield stocks, making it an attractive strategy that should deliver strong yield and stack up well against the Russell 1000 Value Index long-term. This low-cost fund merits a Morningstar Medalist Rating of Silver.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings FDVV

More FDVV Holdings
  • Current Portfolio Date
  • Equity Holdings 94
  • Bond Holdings 0
  • Other Holdings 16
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.53
123,021,977
Technology

Apple Inc

6.40
120,435,616
Technology

NVIDIA Corp

3.83
72,043,293
Technology

JPMorgan Chase & Co

2.63
49,612,459
Financial Services

Procter & Gamble Co

2.47
46,457,587
Consumer Defensive

Exxon Mobil Corp

2.25
42,299,456
Energy

PepsiCo Inc

2.02
38,114,910
Consumer Defensive

Coca-Cola Co

1.98
37,304,798
Consumer Defensive

Broadcom Inc

1.82
34,222,855
Technology

Chevron Corp

1.72
32,359,241
Energy