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.

Unorthodox but effective.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Fidelity High Dividend ETF is an unorthodox strategy that balances high yield against high quality, a rare and attractive combination that should continue to drive strong long-term performance.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings FDVV

More FDVV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.68 206.2 Mil
Technology

NVIDIA Corp

5.66 205.6 Mil
Technology

Microsoft Corp

5.37 195.3 Mil
Technology

Broadcom Inc

2.11 76.7 Mil
Technology

Fidelity Securities Lending Cash Central Fund

2.10 76.2 Mil
Cash and Equivalents

Procter & Gamble Co

2.08 75.7 Mil
Consumer Defensive

Exxon Mobil Corp

1.97 71.6 Mil
Energy

Philip Morris International Inc

1.92 69.7 Mil
Consumer Defensive

NextEra Energy Inc

1.80 65.3 Mil
Utilities

Targa Resources Corp

1.79 65.0 Mil
Energy

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