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BRTR vs FSYD

iShares Total Return Active ETF vs Fidelity Sustainable High Yield ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

FSYD

Fidelity Sustainable High Yield ETF

Annual cost

0.55%

Fund size

$125M

Key differences

Both BRTR and FSYD are fixed income ETFs. BRTR charges 0.38% a year and FSYD 0.55%. The main difference: BRTR costs 0.17% less per year.

  • BRTR costs 0.17% less per year.
  • BRTR is much larger than FSYD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BRTRFSYD
Annual cost (TER)0.38%0.55%
Fund size (AUM)$663M$125M
Since20232022
Dividend yield4.65%6.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+10.0%
CAGR 3YN/A+9.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.09
Volatility 1Y3.64%4.15%
Max drawdown-5.07%-12.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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