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OEI vs FSYD

Optimized Equity Income ETF vs Fidelity Sustainable High Yield ETF

OEI

Optimized Equity Income ETF

Annual cost

0.01%

Fund size

$42M

FSYD

Fidelity Sustainable High Yield ETF

Annual cost

0.55%

Fund size

$125M

Key differences

OEI is an alternative ETF, while FSYD is a fixed income ETF. OEI charges 0.01% a year and FSYD 0.55%.

  • OEI is an alternative fund, while FSYD is a fixed income fund. They carry different risk/return profiles.
  • OEI follows a option income strategy; FSYD uses active selection.
  • OEI costs 0.54% less per year.

Side-by-side comparison

OEIFSYD
Annual cost (TER)0.01%0.55%
Fund size (AUM)$42M$125M
Since20252022
Dividend yield6.33%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+10.0%
CAGR 3YN/A+9.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.09
Volatility 1Y4.15%
Max drawdown-6.49%-12.11%

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

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