The total return over the past 12 months is +11.35% vs. +15.54% for the S&P 500. So far it's up +9.27% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +8.13% | +16.18% | +10.08% | +9.04% | N/A | N/A |
| Total Return CAGR | +11.35% | +19.87% | +13.76% | +12.99% | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +11.30% | +8.44% | +9.80% | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Fidelity High Dividend ETF (FDVV)
| Year | Start price | End price | FDVV Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $56.69 | $60.57 | +9.27% | +12.91% | (3.64%) |
| 2025 | $49.94 | $56.69 | +17.08% | +17.72% | (0.64%) |
| 2024 | $42.28 | $49.94 | +21.80% | +24.89% | (3.09%) |
| 2023 | $37.30 | $42.28 | +18.04% | +26.19% | (8.15%) |
| 2022 | $40.30 | $37.30 | (4.19%) | (18.17%) | +13.98% |
| 2021 | $32.10 | $40.30 | +29.28% | +28.74% | +0.54% |
| 2020 | $32.46 | $32.10 | +2.89% | +18.37% | (15.48%) |
| 2019 | $27.28 | $32.46 | +24.06% | +31.22% | (7.16%) |
| 2018 | $28.69 | $27.28 | (1.25%) | (4.56%) | +3.31% |
| 2017 | $26.15 | $28.69 | +13.95% | +21.70% | (7.75%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
