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FSYD vs MFLX

Fidelity Sustainable High Yield ETF vs First Trust Flexible Municipal High Income ETF

FSYD

Fidelity Sustainable High Yield ETF

Annual cost

0.55%

Fund size

$125M

MFLX

First Trust Flexible Municipal High Income ETF

Annual cost

0.75%

Fund size

$19M

Key differences

Both FSYD and MFLX are fixed income ETFs. FSYD charges 0.55% a year and MFLX 0.75%. The main difference: FSYD costs 0.20% less per year.

  • FSYD costs 0.20% less per year.
  • FSYD is much larger than MFLX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FSYD has delivered higher annualized returns.
  • MFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSYDMFLX
Annual cost (TER)0.55%0.75%
Fund size (AUM)$125M$19M
Since20222016
Dividend yield6.33%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+10.0%+9.2%
CAGR 3Y+9.7%+5.7%
CAGR 5YN/A+0.0%
Sharpe 3Y1.090.25
Volatility 1Y4.15%4.07%
Max drawdown-12.11%-26.76%

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

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