FDVV: Reconstitution Update For Fidelity's Well-Rounded High Dividend ETF

2026-03-05 20:25:35 ET

Investment Thesis

On February 23, 2026, the Index tracked by the $8.78B Fidelity High Dividend ETF ( FDVV ) was reconstituted, resulting in the removal of all energy sector stocks from its portfolio. Arguably, the timing was poor, given how crude oil futures have surged in the wake of the Iran war. However, oil prices are unpredictable even under the best of circumstances, and there's no guarantee they will continue to increase until FDVV's index reconstitutes next. In fact, reducing this uncertainty might prove beneficial for FDVV shareholders as they try to achieve a balance between value, growth, quality, and income....

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