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DIVY vs FPFD

Sound Equity Income ETF vs Fidelity Preferred Securities & Income ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

DIVY is an equity ETF, while FPFD is a fixed income ETF. DIVY charges 0.45% a year and FPFD 0.59%.

  • DIVY is an equity fund, while FPFD is a fixed income fund. They carry different risk/return profiles.
  • DIVY costs 0.14% less per year.
  • Over the last three years, DIVY has delivered higher annualized returns.

Side-by-side comparison

DIVYFPFD
Annual cost (TER)0.45%0.59%
Fund size (AUM)$28M$83M
Since20202021
Dividend yield3.10%5.14%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+19.4%+5.8%
CAGR 3Y+9.4%+7.5%
CAGR 5Y+6.5%N/A
Sharpe 3Y0.440.95
Volatility 1Y13.06%2.98%
Max drawdown-18.23%-20.83%

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

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