Screener
FHYS vs FDV
Federated Hermes Short Duration High Yield ETF vs Federated Hermes U.S. Strategic Dividend ETF
Key differences
FHYS is a fixed income ETF, while FDV is an equity ETF. FHYS charges 0.50% a year and FDV 0.50%.
- FHYS is a fixed income fund, while FDV is an equity fund. They carry different risk/return profiles.
- FHYS follows a multi strategy strategy; FDV uses active selection.
- FDV is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDV has delivered higher annualized returns.
Side-by-side comparison
| FHYS | FDV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $51M | $763M |
| Since | 2021 | 2022 |
| Dividend yield | 5.78% | 2.87% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +6.3% | +20.5% |
| CAGR 3Y | +7.9% | +14.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.20 | 0.85 |
| Volatility 1Y | 2.70% | 10.62% |
| Max drawdown | -11.63% | -16.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.