FDVV: Performance And Dividends Are Lackluster
Summarize this article with:
Doodad Capital418 FollowersFollow5ShareSavePlay(10min)CommentsSummaryFidelity High Dividend ETF offers a 3.02% yield but has underperformed the S&P 500 ETF (VOO) on total returns.FDVV’s top holdings — Nvidia, Microsoft, and Apple — are tech leaders, yet its dividend advantage over the market is marginal after accounting for expense ratios.Heavy tech weighting exposes FDVV to potential corrections, despite strong balance sheets and AI-driven growth trends.Given higher costs and lagging performance, we don't find FDVV suitable for prudent, long-term investors. SlavkoSereda/iStock via Getty Images Introduction The Fidelity High Dividend ETF (FDVV) is a fund that aims to provide higher dividend income to investors while maintaining upside on the equity names that it holds. Their main holdings are primarily large cap names, and they track theThis article was written byDoodad Capital418 FollowersFollowI am a young individual investor specializing in finding and analyzing deep value and growth opportunities. I focus primarily on event or news driven research with a large emphasis on fundamental analysis.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am not a registered investment, tax, or legal advisor or broker and therefore cannot promise or guarantee any financial returns from my opinions on this page or site. The content of this article is based on my own personal thoughts and research, and you should do your own due diligence before making any investment decisions. This article may be structured as such, but it is not financial or investment advice. While I do make my best effort to ensure that all information in my articles is accurate and up-to-date, occasionally unintended errors or misprints may occur. Remember that all investments in the market face the risk of going to $0. The writer of this article has no business or personal relationship with any company mentioned in the above article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You