Screener
BSR vs FDHY
Beacon Selective Risk ETF vs Fidelity Enhanced High Yield ETF
Key differences
Both BSR and FDHY are fixed income ETFs. BSR charges 1.09% a year and FDHY 0.35%. The main difference: FDHY costs 0.74% less per year.
- FDHY costs 0.74% less per year.
- FDHY is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDHY has delivered higher annualized returns.
- FDHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSR | FDHY | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.35% |
| Fund size (AUM) | $37M | $522M |
| Since | 2023 | 2018 |
| Dividend yield | 1.02% | 6.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +8.2% |
| CAGR 3Y | +7.8% | +9.0% |
| CAGR 5Y | N/A | +4.0% |
| Sharpe 3Y | 0.32 | 1.03 |
| Volatility 1Y | 8.78% | 3.59% |
| Max drawdown | -15.68% | -20.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.