FIDI's Diversified Yield Case: Respectable, Not Exceptional

  • FIDI offers solid international dividend exposure with a unique methodology, but its long-term diversification benefits are limited in today's global markets. Yield and total return are competitive with US peers, but FIDI is outperformed by international alternatives like LVHI, which boasts better risk-reward and drawdown management. FIDI's portfolio construction is thoughtfully diversified by country and sector, though its yield and returns don't significantly outshine the competition.