FDHY vs. EFAS
Compare and contrast key facts about Fidelity High Yield Factor ETF (FDHY) and Global X MSCI SuperDividend® EAFE ETF (EFAS).
FDHY and EFAS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDHY is an actively managed fund by Fidelity. It was launched on Jun 12, 2018. EFAS is a passively managed fund by Global X that tracks the performance of the MSCI EAFE Top 50 Dividend Index. It was launched on Nov 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDHY or EFAS.
Correlation
The correlation between FDHY and EFAS is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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FDHY vs. EFAS - Performance Comparison
Key characteristics
FDHY:
0.60
EFAS:
0.27
FDHY:
0.81
EFAS:
0.44
FDHY:
1.11
EFAS:
1.06
FDHY:
0.55
EFAS:
0.35
FDHY:
3.55
EFAS:
0.95
FDHY:
0.82%
EFAS:
4.37%
FDHY:
4.87%
EFAS:
15.61%
FDHY:
-20.01%
EFAS:
-44.38%
FDHY:
-5.26%
EFAS:
-11.84%
Returns By Period
In the year-to-date period, FDHY achieves a -3.04% return, which is significantly lower than EFAS's 3.70% return.
FDHY
-3.04%
-4.87%
-2.71%
2.90%
4.91%
N/A
EFAS
3.70%
-10.29%
-2.22%
4.01%
11.17%
N/A
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FDHY vs. EFAS - Expense Ratio Comparison
FDHY has a 0.45% expense ratio, which is lower than EFAS's 0.56% expense ratio.
Risk-Adjusted Performance
FDHY vs. EFAS — Risk-Adjusted Performance Rank
FDHY
EFAS
FDHY vs. EFAS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity High Yield Factor ETF (FDHY) and Global X MSCI SuperDividend® EAFE ETF (EFAS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FDHY vs. EFAS - Dividend Comparison
FDHY's dividend yield for the trailing twelve months is around 6.96%, more than EFAS's 6.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|
Drawdowns
FDHY vs. EFAS - Drawdown Comparison
The maximum FDHY drawdown since its inception was -20.01%, smaller than the maximum EFAS drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for FDHY and EFAS. For additional features, visit the drawdowns tool.
Volatility
FDHY vs. EFAS - Volatility Comparison
The current volatility for Fidelity High Yield Factor ETF (FDHY) is NaN%, while Global X MSCI SuperDividend® EAFE ETF (EFAS) has a volatility of NaN%. This indicates that FDHY experiences smaller price fluctuations and is considered to be less risky than EFAS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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