Comparison of ETFs: The Fidelity High Dividend ETF (FDVV) and Schwab U.S. Dividend Equity ETF (SCHD) both focus on U.S. companies with strong dividend profiles but differ in expense ratios, sector allocations, and performance, with SCHD being more affordable at 0.06% compared to FDVV's 0.16%.
Performance Overview: Over the past decade, FDVV has achieved annual total returns of 13%, while SCHD has produced 11%, both slightly below the S&P 500's 14% but above the long-term market average of around 10%.
Sector Exposure: FDVV has a higher concentration in Technology (25%) and Financial Services (19%), while SCHD is more diversified across Energy (20%), Consumer Defensive (19%), and Healthcare (16%), making SCHD potentially more defensive.
Investment Considerations: Investors with significant exposure to the S&P 500 may find FDVV less appealing due to its overlap with the "Magnificent Seven" tech stocks, whereas SCHD offers a higher dividend yield and more essential sector holdings.
Wall Street analysts forecast FDVV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDVV is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast FDVV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDVV is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 57.180
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Current: 57.180
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
