Summary
FDRR Chart
FDRR: Not The Best ETF For Rising Rates
Fidelity Dividend ETF For Rising Rates targets large- and mid-cap dividend payers with positive correlation to Treasury yields. FDRR offers value characteristics and dividend growth outpacing inflation but has underperformed SPY and key competitors. Despite its 'rising rates' pitch, FDRR lagged during the strongest rate upcycle in decades.
FDRR Is Up 23% but Retirees Probably Don't Know What They're Actually Buying
Retirees building income portfolios in 2026 face a genuine tension: bond yields have pulled back from recent highs, dividend stocks feel crowded, and the funds marketed as “rate-resilient” often look nothing like their names suggest once you open the hood.
FDRR: Okay To Hold Even If You Think Rates Move Lower In 2026
Fidelity Dividend ETF for Rising Rates has shown limited effectiveness as a hedge in rising rate environments. FDRR has underperformed the S&P 500 since inception, and performance has aligned more closely with dividend growth funds. Significant technology sector exposure reduces FDRR's risk of underperformance during a falling interest rate regime.
Fidelity Dividend ETF for Rising Rates Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,967 | $447,077.8 | $668,038.17 | $220,960.37 | 49.42% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 10,975 | $505,826.14 | $735,599.37 | $229,773.23 | 45.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,147 | $115,918.72 | $143,752.38 | $27,833.66 | 24.01% |
 Landaas & Company Landaas & Co | 3,660 | $176,595 | $245,220 | $68,625 | 38.86% |
 Alexandria Fry Dentgroup LLC | 4,169 | $254,392.38 | $279,135.39 | $24,743.01 | 9.73% |
Fidelity Dividend ETF for Rising Rates (FDRR) FAQ
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Fidelity Dividend ETF for Rising Rates Profile
| ARCA Exchange | US Country |
Overview
The described company operates as an investment fund, strategically focused on investing a significant portion of its assets in securities that form part of a specific underlying index. This index aims to mirror the performance of stocks from companies with large and mid-tier market capitalizations. A key characteristic of these companies is their propensity to not just pay but also potentially increase their dividends over time. Such entities often demonstrate a positive return correlation to the rising rates of 10-year U.S. Treasury yields, indicating a robust approach to investment that factors in income generation through dividends as well as potential capital appreciation in sync with interest rate movements.
Products and Services
- Securities Investment
The fund focuses on investing in securities that are part of the underlying index, including depository receipts. This index is meticulously chosen to represent the performance of companies that are not merely dividend-payers but are also positioned to grow their dividends. This strategy caters to investors looking for steady income from dividends along with the potential for capital gains.
- Correlation with 10-year U.S. Treasury Yields
By emphasizing companies that have a positive correlation of returns with increasing 10-year U.S. Treasury yields, the fund targets a dual benefit for its investors. First, it aims for income through dividends that are expected to grow, and second, it seeks to capitalize on the potential for stock appreciation in an environment of rising interest rates. This strategic emphasis offers a tailored investment option for those who wish to navigate the complexities of interest rate movements and dividend income successfully.
