Performance
FDVV vs. VYM - Performance Comparison
In the year-to-date period, FDVV achieves a 11.60% return, which is significantly higher than VYM's 8.10% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
FDVV
VYM
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FDVV vs. VYM - Expense Ratio Comparison
FDVV has a 0.29% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
FDVV vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity High Dividend ETF (FDVV) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
FDVV vs. VYM - Sharpe Ratio Comparison
The current FDVV Sharpe Ratio is 2.66, which roughly equals the VYM Sharpe Ratio of 2.10. The chart below compares the 12-month rolling Sharpe Ratio of FDVV and VYM.
FDVV
VYM
Dividends
FDVV vs. VYM - Dividend Comparison
FDVV's dividend yield for the trailing twelve months is around 3.12%, more than VYM's 2.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDVV Fidelity High Dividend ETF | 3.12% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.63% | 1.04% | 0.00% | 0.00% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.85% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
FDVV vs. VYM - Drawdown Comparison
The maximum FDVV drawdown since its inception was -40.25%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FDVV and VYM. For additional features, visit the drawdowns tool.
FDVV
VYM
Volatility
FDVV vs. VYM - Volatility Comparison
The current volatility for Fidelity High Dividend ETF (FDVV) is 2.57%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 3.04%. This indicates that FDVV experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
FDVV
VYM
