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- Upturn Summary
- Fund Details
Upturn AI Summary
Fidelity® Dividend ETF for Rising Rates(FDRR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FDRR
10/28/2026: FDRR (2-star) is currently NOT-A-BUY. Pass it for now.
FDRR provides exposure to US large- and mid-cap dividend-paying stocks specifically screened for their resilience and potential to outperform in rising interest rate environments. Its main strengths include the high-quality backing of Fidelity, a low expense ratio, and a distinct factor-based strategy that separates it from standard dividend funds. The ETF serves as a useful tactical component for income-focused portfolios, though investors should be mindful of its sensitivity to Federal Reserve rate policy and sector-specific concentrations. It is best suited for long-term investors seeking both yield and a structural hedge against rising rates, and they should monitor economic conditions and interest rate trends as key drivers of performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's focus on dividends and rate sensitivity may limit upside during pure momentum-driven growth cycles. |
| Momentum investor | Strong fit while signal remains positive | This fund is a strong fit when market signals suggest a transition toward value and rate-sensitive sectors. |
| Value investor | Strong fit | The fund heavily targets dividend-paying stocks, which align well with traditional value-based investment mandates. |
| Dividend/Income investor | Strong fit | The fund is explicitly designed for income-focused investors looking for sustainable payouts with an interest-rate hedge. |
| Low-risk investor | Medium | While dividends provide a cushion, equity market risks remain, making it a moderate rather than low-risk choice. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking income with a tactical tilt toward value and an interest-rate hedge.
Suitability
FDRR is best suited for long-term investors incorporating a factor-based tilt into their broader diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to broader market price swings. |
| Market risk | Medium / high | Changes in economic conditions and interest rates directly impact the fund's holdings. |
| Concentration | Medium | The sector-tilt strategy may lead to overweighting certain industries compared to the broader S&P 500. |
| Tracking/expense | Low | Fidelity's efficient management keeps tracking error and costs minimal. |
| Liquidity | Low | High trading volumes for its underlying stocks ensure ready liquidity for investors. |
| Business/sector quality | Low | The fund screens for high-quality, dividend-paying companies to reduce business risk. |
Risk Analysis
Volatility
FDRR generally exhibits moderate volatility in line with its large-cap equity focus.
Market Risk
The fund carries standard equity risk, with additional sensitivity to interest rate fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 22 | Financial companies often benefit from rising interest rates, serving as a primary driver for the fund's strategy. |
| Sector | Information Technology | 18 | Technology exposure provides growth potential, balancing the more defensive, rate-sensitive components of the portfolio. |
| Sector | Health Care | 15 | Healthcare offers defensive, dividend-paying stability which helps mitigate portfolio volatility. |
| Sector | Consumer Staples | 12 | Consumer staples provide consistent dividend income and serve as a hedge during broader market downturns. |
| Sector | Industrials | 11 | Industrial holdings provide cyclical exposure that complements the fund's dividend focus. |
| Other | Other Sectors and Cash | 22 | The remaining portion consists of diversified sectors and minor cash holdings to manage liquidity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 44.53% | Avg. Invested days 81 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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