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FSYD vs YLD

Fidelity Sustainable High Yield ETF vs Principal Active High Yield ETF

FSYD

Fidelity Sustainable High Yield ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$113M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.16% less per year.
  • YLD is significantly larger than FSYD — larger funds tend to be more liquid and less likely to close.
  • FSYD is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • FSYD follows a index tracking strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSYDYLD
Annual cost (TER)0.55%0.39%
Fund size (AUM)$113M$524M
Since20222015
Dividend yield6.39%7.31%
Asset classfixed incomealternative
Regionglobal
Strategyindex trackingmulti strategy
CAGR 1Y+10.7%+8.3%
CAGR 3Y+9.8%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y1.100.90
Volatility 1Y4.25%4.32%
Max drawdown-12.11%-28.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FSYD and YLD