FBTC vs HDV

Fidelity Wise Origin Bitcoin Fund vs iShares Core High Dividend ETF

Quick take
  • HDV has the lower expense ratio at 0.08% vs 0.25% for FBTC.
  • HDV pays a higher dividend yield (2.90%).

Side-by-side metrics

MetricFBTCHDV
Expense ratio
Annual fee. Lower is better.
0.25%0.08%
Dividend yield
Trailing 12-month yield.
0.00%2.90%
AUM
Assets under management — bigger funds are typically more liquid.
$10.22B$13.66B
YTD return
-28.94%16.00%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.000.32
P/E ratio
21.92
Last price
$54.96$27.58
Inception
Issuer
FidelityiShares

FBTC top holdings

Holdings data unavailable for FBTC.

HDV top holdings

Top holdings · HDV
XOMExxon Mobil Corp7.26%
ABBVAbbVie Inc6.48%
CVXChevron Corp5.41%
VZVerizon Communications Inc5.23%
HDThe Home Depot Inc4.96%
PGProcter & Gamble Co4.81%
PMPhilip Morris International Inc4.42%
PFEPfizer Inc4.31%
MRKMerck & Co Inc4.12%
KOCoca-Cola Co3.98%
Sector breakdown · HDV
Consumer Cyclical9.3%
Basic Materials0.8%
Consumer Defensive24.3%
Technology0.9%
Communication Services5.2%
Financial Services4.7%
Utilities8.2%
Industrials2.8%
Energy19.8%
Healthcare23.9%

About FBTC

FBTC (Fidelity Wise Origin Bitcoin Fund) is Spot Bitcoin ETF from Fidelity. Managed by Fidelity, the fund carries $10.2B in assets under management, an expense ratio of 0.25%.

About HDV

HDV (iShares Core High Dividend ETF) is US high-dividend stocks with quality screen. Managed by iShares, the fund carries $13.7B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.90%. Its largest holding is Exxon Mobil Corp (XOM), which represents 7.3% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 9.3%.