Investment Details

Enter your initial investment amount in FDVV
Monthly additional investment (optional)
How long do you plan to hold FDVV?

FDVV Parameters

FDVV's current dividend yield (approximately 3.2%)
Expected annual dividend growth rate
Expected annual appreciation of FDVV share price

Advanced Options

Automatically reinvest dividends to purchase more shares
Your effective tax rate on dividend income

About FDVV

The Fidelity High Dividend ETF (FDVV) seeks to provide investment results that correspond to the total return performance of the Fidelity High Dividend Index. The fund invests primarily in high-dividend-yielding equity securities.

  • Focuses on high-dividend-paying stocks
  • Monthly dividend distributions
  • 0.29% expense ratio
  • Diversified across sectors
  • Market cap weighted approach

Key Investment Features

  • High Dividend Focus: Targets companies with above-average dividend yields
  • Monthly Distributions: Provides regular income stream
  • Diversification: Spread across multiple sectors and companies
  • Low Cost: Competitive 0.29% expense ratio
  • Liquidity: High daily trading volume
  • Quality Screen: Focus on sustainable dividend payers

Important Considerations

  • High-dividend stocks may underperform in certain market conditions
  • Dividend cuts can impact total returns
  • Interest rate sensitivity affects dividend stock performance
  • Sector concentration risk in utilities and REITs
  • Past performance doesn't guarantee future results
  • Consider your overall portfolio allocation

Disclaimer: This calculator is for educational purposes only and does not constitute investment advice. Please consult with a financial advisor before making investment decisions.