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Fidelity® High Dividend ETF(FDVV)
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 FDVV
11/13/2026: FDVV (3-star) is a REGULAR-BUY. BUY for 8 days. Simulated Profits (-2.29%). Updated daily EoD!
Fidelity® High Dividend ETF (FDVV) provides investors with exposure to a diversified portfolio of U.S. large and mid-cap stocks characterized by sustainable dividend yields and financial strength. It differentiates itself through a multi-factor strategy that balances high income with growth potential, making it a versatile tool for long-term investors. Its strengths include a competitive expense ratio, the institutional quality of Fidelity's management, and high liquidity. Key risks include sector concentration in tech and financials, as well as general market and dividend volatility. It is most suitable for investors looking for a core dividend-income strategy that avoids 'yield traps' while offering exposure to growing, high-quality businesses.
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 | While the fund prioritizes income, its sector allocation often includes growth-oriented tech stocks. |
| Momentum investor | Mixed fit | Momentum investors may find better fits, but this fund is a strong fit while the dividend growth signal remains positive. |
| Value investor | Strong fit | The fund's focus on established, income-generating companies aligns well with core value investing principles. |
| Dividend/Income investor | Strong fit | The primary objective of the fund is to provide high current income, making it a natural choice for income seekers. |
| Low-risk investor | Medium | While equity-focused, the focus on dividend payers generally results in lower volatility compared to growth-only indices. |
Investor Profile
Ideal Investor Profile
The ideal investor for FDVV is a long-term investor seeking a balance between consistent dividend income and long-term capital appreciation, specifically those who prefer a rules-based, quality-tilted portfolio.
Suitability
The fund is best suited for long-term investors holding the asset as a core or satellite component of a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets inherently carry price fluctuations that impact short-term returns. |
| Market risk | Medium / high | Broad market downturns will negatively impact the value of the fund's holdings. |
| Concentration | Medium | The fund is tilted toward specific sectors like Tech and Financials, which may introduce sector-specific risk. |
| Tracking/expense | Low | The low expense ratio and efficient management minimize tracking error. |
| Liquidity | Low | High trading volume ensures investors can enter and exit positions with minimal slippage. |
| Business/sector quality | Low | The fund focuses on established companies with strong balance sheets, reducing default risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
FDVV typically exhibits moderate volatility, often lower than the S&P 500 due to its dividend-focused, income-generating nature.
Market Risk
As an equity ETF, it is subject to systematic market risk, sector-specific risks, and the credit risk of the underlying corporations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 23.5 | Tech sector exposure provides a growth component to the dividend income strategy. |
| Sector | Financials | 20.2 | Financial stocks often provide stable dividend income and sensitivity to interest rate environments. |
| Sector | Energy | 12.8 | Energy holdings offer cyclical upside and strong cash flow generation. |
| Sector | Health Care | 11.5 | Defensive health care stocks add stability to the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small cash buffer is maintained for operational liquidity and trade settlement. |
| Sector | Other Sectors | 31 | Diversification across remaining sectors reduces concentration risk. |
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 38.12% | Avg. Invested days 82 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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