Wall Street RegretsThe regret calculator.

What if you'd held FDVV?

A $1,000 investment in Fidelity High Dividend ETF (FDVV) at the month-end close of 2018-10 would be worth $2,079 at the close on 2026-10-16: a +107.9% price return. Through September 2026, the latest month the fund has reported, the same $1,000 became $2,045 in FDVV and $3,188 in an S&P 500 index fund (TSP C Fund). The fund figure includes reinvested dividends; the stock figure does not, so the comparison favors the fund.

$1,000 since 2018$2,079Price return+107.9%Multiple2.1×CAGR+9.6%

Your scenario

Dates resolve to the last close of the month they fall in.
Leave empty for "held until today".
Added at the last close of each month from the buy month on.

Result

Worth$2,079Gain+$1,079 (+107.9%)Multiple2.1×CAGR+9.6%

    If you'd bought $1,000 at the start of each year

    Value of $1,000 invested on January 1 of each year and held to the latest close.

    2018$2,0792019$2,2612020$1,9062021$2,0002022$1,6032023$1,6542024$1,4582025$1,2362026$1,089

    Every year, $1,000 from 2018

    YearValue of $1,000Year return
    2018$1,000—
    2019$1,186+18.6%
    2020$1,130-4.7%
    2021$1,411+24.8%
    2022$1,367-3.1%
    2023$1,551+13.5%
    2024$1,829+17.9%
    2025$2,077+13.6%
    2026$2,261+8.9%

    Best and worst month to buy

    The best month to have bought FDVV was 2020-03, at a close of $23.04: $1,000 then is $2,678 today. The worst was 2026-08, at $62.81: $1,000 then is $982.

    FAQ

    What would $1,000 in FDVV be worth today?

    About $2,079 at the latest close, a price return of +107.9%. That is $1,000 put into FDVV at the 2018-10 month-end close, the first in this price history.

    What were the best and worst years for FDVV?

    FDVV's best calendar year since 2018 was 2021, with a +24.8% return: $1,000 invested at the start of that year became about $1,248. Its worst year was 2020, at -4.7%.

    Does the calculator include dividends and splits?

    Splits only. Price return: adjusted for stock splits, dividends not included. Prices are split-adjusted automatically; a ticker whose history we could not adjust with confidence starts later or is not shown.

    How much would $100 per month in FDVV have grown?

    To about $15,660 from $9,700 invested, putting in $100 at every monthly close since 2018-10.

    Did FDVV beat the S&P 500?

    No. From the October 2018 month-end through September 2026, FDVV trailed an S&P 500 index fund by 35.8%: $1,000 in the fund (the TSP C Fund, dividends included) became $3,188, and $1,000 in FDVV (price only) became $2,045. The fund's monthly returns are published at tsp.gov.

    Is this investment advice?

    No. Wall Street Regrets is an entertainment and education tool. Every number here is a historical calculation, and past performance never guarantees future results.

    Methodology

    The figures on this page use FDVV's historical price data from 2018-10 to 2026-10. The tables and the calculator above use month-end closes.

    Prices come from IEX Historical Data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest close. Amounts in other currencies are converted at month-end exchange rates published by the European Central Bank and, for earlier years, the Federal Reserve: into US dollars at the buy date's rate and back at the sell date's rate, so the return includes the currency move.

    Prices are the last regular-session trade on IEX (Investors Exchange) each day, which can differ slightly from the official close. Month-end closes miss the highs and lows inside a month. Figures ignore taxes, fees and the currency effects of non-USD listings.

    Full methodology →

    What if you'd held…

    Prices as of the last IEX trade on 2026-10-16. Data delayed end-of-day.