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FDHY vs FXED

Fidelity Enhanced High Yield ETF vs Sound Enhanced Fixed Income ETF

FDHY

Fidelity Enhanced High Yield ETF

Annual cost

0.35%

Fund size

$522M

FXED

Sound Enhanced Fixed Income ETF

Annual cost

1.89%

Fund size

$40M

Key differences

Both FDHY and FXED are fixed income ETFs. FDHY charges 0.35% a year and FXED 1.89%. The main difference: FDHY costs 1.54% less per year.

  • FDHY costs 1.54% less per year.
  • FDHY is much larger than FXED. 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

FDHYFXED
Annual cost (TER)0.35%1.89%
Fund size (AUM)$522M$40M
Since20182020
Dividend yield6.53%7.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+8.2%+4.5%
CAGR 3Y+9.0%+6.6%
CAGR 5Y+4.0%+2.3%
Sharpe 3Y1.030.38
Volatility 1Y3.59%6.85%
Max drawdown-20.01%-20.07%

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

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