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Issuers / Versus
Swap sidesChange issuersFidelity made investors more money ($8.3B). T. Rowe Price had more funds that made money (79%).
Matchups ledof 10 called
Fidelity leads
5of 10 called1Y · bold = leads · lower fee wins
T. Rowe Price leads
5of 10 calledShare of its funds that made money · 1Y · open one to see every fund
Every dot is one income fund, placed at its 1-year return. Right of the dashed line = made money; grey = lost. The ringed dot is the middle fund.
| Box score · Income | Fidelity | T. Rowe Price |
|---|---|---|
| Funds in the category | 6 | 5 |
| Made money (W–L) | 4–1 | 3–0 |
| Win % | 80% | 100% |
| Money made | $1.5B | $301M |
| Typical return | +14.3% | +16.1% |
| Launches · 2026 | 1 | 1 |
| Assets | $11.7B | $2.3B |
| Fee per $100 | $0.16 | $0.47 |
The biggest income funds on each side
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| FDVV | Fidelity High Dividend ETF | $10.2B | +14.3% |
| FDRR | Fidelity Dividend ETF for Rising Rates | $749M | +15.9% |
| FIDI | Fidelity International High Dividend ETF | $386M | +22.9% |
| FYEE | Fidelity Yield Enhanced Equity ETF | $294M | +13.2% |
| FPFD | Fidelity Preferred Securities & Income ETF | $76M | −2.9% |
| FREI | Fidelity Real Estate Income ETF | $47M | — |
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| Fidelity | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | T. Rowe Price |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| FBCG | $0.57 | +4.4% | +10.9% | Large growth | +7.5% | −4.8% | $0.57 | TCHP |
| FBCV | $0.57 | +31.2% | +10.9% | Large value | — | +28.8% | $0.33 | TVAL |
| International | ||||||||
| FFEM | $0.60 | +15.8% | — | Emerging markets | — | — | $0.40 | TEMR |
| Bonds & cash | ||||||||
| FIMU | $0.31 | — | — | Intermediate Municipal Income | — | +1.3% | $0.24 | TAXE |
| Sectors | ||||||||
| FTEC | $0.08 | +15.7% | +17.2% | US tech | — | +9.5% | $0.63 | TTEQ |
| FHLC | $0.08 | +28.6% | +7.6% | Health care | — | +20.3% | $0.44 | TMED |
| FNCL | $0.08 | +12.0% | +9.0% | Financials | — | +14.3% | $0.44 | TFNS |
| Income | ||||||||
| FDVV | $0.15 | +14.3% | +13.3% | Dividend stocks | +9.8% | +16.1% | $0.50 | TDVG |
| Buffered | ||||||||
| FHEQ | $0.52 | +7.2% | — | Hedged Equity | — | +7.0% | $0.73 | THEQ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged.Not advice
| +8.5% |
| TSCZ | T. Rowe Price Securitized Income ETF | $144M | — |
| TMSF | T. Rowe Price Multi-Sector Income ETF | $58M | — |