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FDHY vs FPFD

Fidelity Enhanced High Yield ETF vs Fidelity Preferred Securities & Income ETF

FDHY

Fidelity Enhanced High Yield ETF

Annual cost

0.35%

Fund size

$522M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

Both FDHY and FPFD are fixed income ETFs. FDHY charges 0.35% a year and FPFD 0.59%. The main difference: FDHY follows a active selection strategy; FPFD uses index tracking.

  • FDHY follows a active selection strategy; FPFD uses index tracking.
  • FDHY costs 0.24% less per year.
  • FDHY is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FDHY has delivered higher annualized returns.

Side-by-side comparison

FDHYFPFD
Annual cost (TER)0.35%0.59%
Fund size (AUM)$522M$83M
Since20182021
Dividend yield6.53%5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.9%+5.5%
CAGR 3Y+8.8%+7.7%
CAGR 5Y+3.9%N/A
Sharpe 3Y0.990.98
Volatility 1Y3.58%2.95%
Max drawdown-20.01%-20.83%

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

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