Dividend EFTs Performance Guide: Compare Returns of S&P 500 and Fidelity High Dividend ETF (FDVV)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and FDVV | ||
|---|---|---|
| S&P 500 | FDVV | |
| Start Date | Oct-01-2016 | Oct-31-2016 |
| Start Price | $2,581.86 | $18.62 |
| End Date | Jul-01-2024 | Jul-05-2024 |
| End Price | $5,475.09 | $47.32 |
| Number Monthly Prices | 94 | 94 |
| Min Date | Oct-01-2016 | Oct-31-2016 |
| Min Price | $2,763.85 | $18.62 |
| Max Date | Jul-01-2024 | Jul-05-2024 |
| Max Price | $5,475.09 | $47.32 |
| Total Return | 98.10% | 154.19% |
| Annualized Return | 9.12% | 12.65% |
| Current Value of $1,000 Purchase | $1,981 | $2,542 |
| Number Returns | 4,371 | 4,371 |
| Average Return | 22.04% | 36.24% |
| Minimum Return | -25.54% | -28.35% |
| Maximum Return | 98.10% | 154.19% |
| Number Profitable Returns | 3,773 | 4,015 |
| Percent Profitable Returns | 86.32% | 91.86% |
| Number Unprofitable Returns | 598 | 356 |
| Percent Unprofitable Returns | 13.68% | 8.14% |
| Profitable to Unprofitable Returns Ratio | 6.31 | 11.28 |
FDVV Performance Table and Chart
FDVV Dividend Chart
FDVV Dollar-cost Average
FDVV Trendline Chart
FDVV Moving Average Chart
FDVV Stock Return Map - See Patterns of Gains and Losses
FDVV Stock Returns/Purchase Dates