FVD ETF

$51.02

Returns Overview

1 Month
+5.35%
3 Months
+7.48%
6 Months
+8.84%
YTD
+11.74%
1 Year
+10.42%
3 Years (annualized)
+8.82%
5 Years (annualized)
+6.27%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FVD have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+5.35%

3 Months Performance

+7.48%

6 Months Performance

+8.84%

1 Year Performance

+10.42%

Benchmark & Peers

Benchmark
Dow Jones US Select Dividend Index(DJDVP)
This ETF (YTD)
+11.74%
Peer Avg (YTD)
+9.49%
vs Peers
+2.25%

FVD ETF Performance

FVD performance across multiple time periods: 1-month 5.35%, YTD 11.74%, 1-year 10.42%, 3-year 8.82%, 5-year 6.27%, 10-year 8.40%.

FVD returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this ETF.

FVD performance comparison shows side-by-side returns with another fund. FVD alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.35%Jun 29, 2026 to Jul 28, 2026
3 Months+7.48%Apr 28, 2026 to Jul 28, 2026
6 Months+8.84%Jan 28, 2026 to Jul 28, 2026
1 Year+10.42%N/A
3 Years+8.82%N/A
5 Years+6.27%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized