FactSet Research Systems Inc. (FDS) vs Fidelity High Dividend ETF (FDVV)
Over the past 10 years, FDS lagged FDVV — 6.67% vs 12.99% annualized total return (price plus dividends).
A side-by-side comparison of FactSet Research Systems Inc. and Fidelity High Dividend ETF across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
Total return — FDS vs FDVV
growth of $100 · dividends reinvested · last 10yMetrics side by side
Did FDS beat FDVV?
Over the past 10 years, FDS lagged FDVV — 6.67% vs 12.99% annualized total return (price plus dividends).
Total return (annualized)
| Metric | FDS | FDVV |
|---|---|---|
| Total return (1Y) | -1.48% | 11.35% |
| Total return CAGR (3Y) | -12.98% | 19.87% |
| Total return CAGR (5Y) | -5.77% | 13.76% |
| Total return CAGR (10Y) | 6.67% | 12.99% |
FDVV is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has FDS beaten FDVV?
- Over the past 10 years, FDS lagged FDVV — 6.67% vs 12.99% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.