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MFLX vs FSYD

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

MFLX

First Trust Flexible Municipal High Income ETF

Annual cost

0.75%

Fund size

$19M

FSYD

Fidelity Sustainable High Yield ETF

Annual cost

0.55%

Fund size

$125M

Key differences

Both MFLX and FSYD are fixed income ETFs. MFLX charges 0.75% a year and FSYD 0.55%. 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

MFLXFSYD
Annual cost (TER)0.75%0.55%
Fund size (AUM)$19M$125M
Since20162022
Dividend yield4.09%6.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.2%+10.0%
CAGR 3Y+5.7%+9.7%
CAGR 5Y+0.0%N/A
Sharpe 3Y0.251.09
Volatility 1Y4.07%4.15%
Max drawdown-26.76%-12.11%

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

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