- FDRR tracks the Fidelity Dividend Index for Rising Rates, which is supposed to represent the performance of the developed-world large- and mid-cap companies, including the U.S.
- FDRR's portfolio has changed since my note from July 2021. The article delves into its current iteration, paying due attention to factors.
- Though FDRR has outperformed IVV this year, it has also been heavily impacted by the broad-market softness. Value and inflation-focused ETFs have been doing better.
- FDRR remains a Hold at best.
For further details see:
FDRR: Not Appealing Right Now Despite Hawks Prevailing