FDVV: Defensive Along With Growth Optionality

The Alpha Analyst
572 Followers
(7min)

Summary

  • FDVV mixes dividend yield with growth exposure, outperforming typical value-leaning dividend ETFs.
  • Sector-based weighting and international exposure help balance income, size, and growth factors effectively.
  • FDVV shows solid downside protection, outperforming peers like SPYD and QQQ during market corrections.
  • Offers ~3% yield with better long-term growth, good even for core portfolios needing income and stability.
Amateur Athlete Defending Her Position During Basketball Game

Hinterhaus Productions/DigitalVision via Getty Images

Fidelity High Dividend ETF (FDVV) appears to be a dividend oriented ETF with natural value tilt as a result, but more growth oriented than a typical dividend focused selection strategy. The returns over the long term have been commendable. Dividends have

This article was written by

572 Followers
I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, combining our complementary strengths to deliver high-quality, data-driven insights. Our approach blends rigorous risk management with a long-term perspective on value creation. We have a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, aiming to provide actionable ideas for investors seeking to outperform the market.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About FDVV ETF

SymbolLast Price% Chg
Expense Ratio
Div Frequency
Div Rate
Yield
Assets (AUM)
Compare to Peers

More on FDVV

Related Stocks

SymbolLast Price% Chg
FDVV
--