Fidelity U.S. Dividend for Rising Rates ETF (FCRR.TO) ETF Analysis

Fund Overview

Fidelity U.S. Dividend for Rising Rates ETF (FCRR.TO) is an exchange-traded fund. The fund is issued by Fidelity Investments Canada ULC. It has been trading since September 13, 2018. The fund holds CA$34.48M in total net assets. Annual costs run at an expense ratio of 0.35%. On a CA$10,000 position that is CA$35.00 a year.

The largest positions on file are NVIDIA Corp (NVDA), Apple Inc (AAPL), and Microsoft Corp (MSFT). NVIDIA Corp alone accounts for 8.36% of the portfolio. The ten largest positions together make up 39.78% of the fund.

Performance Analysis

FCRR.TO last closed at CA$57.61 on October 20, 2026. Over the trailing twelve months the total return is +11.48%. Measured over 5 years, that is +13.86% a year compounded. The fund distributes at a trailing yield of 2.12%.

The strongest complete calendar year on file is 2024 at +29.84%; the weakest is 2022 at −6.47%. Of the 7 complete calendar years on file, 6 finished higher. 2026 is still running; the total return is +16.28% year to date.

Price & Risk Profile

Annualized volatility over the trailing 8 years is 15.72%. Beta against the wider market is reported at 0.86. Over the past 52 weeks the price has ranged from CA$48.86 to CA$58.78. The latest close sits 17.91% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.