Fidelity U.S. Dividend for Rising Rates ETF
Data as of: May 4, 2026
| Period | Return |
|---|---|
| 1 Month | 5.23% |
| 3 Months | 2.72% |
| 6 Months | 5.21% |
| YTD | 5.55% |
| 1 Year | 33.10% |
| 3 Years | — |
| 5 Years | — |
| 10 Years | — |
| Since Inception | — |
| Period | Return |
|---|---|
| 1 Year | 33.10% |
| 2 Years | — |
| 3 Years | 19.69% |
| 5 Years | 14.42% |
| 10 Years | — |
| Since Inception | 12.67% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| 15.68% | 29.49% | 13.11% | -4.73% | 26.68% | 3.35% | 20.34% |
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
N
NVIDIA CORP
|
— |
7.60%
|
|
2
|
A
ALPHABET INC CL A
|
— |
6.29%
|
|
3
|
A
APPLE INC
|
— |
6.29%
|
|
4
|
M
MICROSOFT CORP
|
— |
4.80%
|
|
5
|
B
BROADCOM INC
|
— |
3.25%
|
|
6
|
M
META PLATFORMS INC CL A
|
— |
2.14%
|
|
7
|
J
JPMORGAN CHASE & CO
|
— |
2.02%
|
|
8
|
C
CATERPILLAR INC
|
— |
1.64%
|
|
9
|
E
EXXON MOBIL CORP
|
— |
1.60%
|
|
10
|
E
ELI LILLY & CO
|
— |
1.54%
|
|
11
|
L
LYONDELLBASELL INDS CLASS A
|
— |
1.49%
|
|
12
|
N
NEXTERA ENERGY
|
— |
1.33%
|
|
13
|
J
JOHNSON & JOHNSON
|
— |
1.31%
|
|
14
|
B
BANK OF AMERICA CORPORATION
|
— |
1.25%
|
|
15
|
H
HOME DEPOT INC
|
— |
1.21%
|
Showing top 15 holdings