Screener
FSYD vs FMHI
Fidelity Sustainable High Yield ETF vs First Trust Municipal High Income ETF
Key differences
Both FSYD and FMHI are fixed income ETFs. FSYD charges 0.55% a year and FMHI 0.49%. The main difference: FSYD follows a active selection strategy; FMHI uses index tracking.
- FSYD follows a active selection strategy; FMHI uses index tracking.
- FMHI costs 0.06% less per year.
- FMHI is much larger than FSYD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FSYD has delivered higher annualized returns.
- FMHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSYD | FMHI | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.49% |
| Fund size (AUM) | $125M | $976M |
| Since | 2022 | 2017 |
| Dividend yield | 6.33% | 4.26% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.0% | +8.3% |
| CAGR 3Y | +9.7% | +5.5% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | 1.09 | 0.40 |
| Volatility 1Y | 4.15% | 3.07% |
| Max drawdown | -12.11% | -18.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.