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FLDR vs. QYLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLDR vs. QYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Low Duration Bond Factor ETF (FLDR) and Global X NASDAQ 100 Covered Call ETF (QYLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLDR achieves a 1.37% return, which is significantly lower than QYLD's 7.05% return.


FLDR

1D
-0.02%
1M
0.23%
YTD
1.37%
6M
1.74%
1Y
4.67%
3Y*
5.32%
5Y*
3.67%
10Y*

QYLD

1D
1.07%
1M
0.23%
YTD
7.05%
6M
8.87%
1Y
22.45%
3Y*
13.42%
5Y*
8.24%
10Y*
9.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLDR vs. QYLD - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FLDR
Fidelity Low Duration Bond Factor ETF
1.37%5.41%5.71%6.32%-0.33%-0.18%2.01%4.52%0.94%
QYLD
Global X NASDAQ 100 Covered Call ETF
7.05%9.28%19.35%22.77%-19.08%10.41%8.72%22.69%-8.45%

Correlation

The correlation between FLDR and QYLD is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Jun 15, 2018

0.03

The correlation between FLDR and QYLD shifts across timeframes, from 0.03 (all time) to 0.13 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

FLDR vs. QYLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLDR
FLDR Risk / Return Rank: 9898
Overall Rank
FLDR Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FLDR Sortino Ratio Rank: 9999
Sortino Ratio Rank
FLDR Omega Ratio Rank: 9999
Omega Ratio Rank
FLDR Calmar Ratio Rank: 9797
Calmar Ratio Rank
FLDR Martin Ratio Rank: 9898
Martin Ratio Rank

QYLD
QYLD Risk / Return Rank: 8989
Overall Rank
QYLD Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
QYLD Sortino Ratio Rank: 8686
Sortino Ratio Rank
QYLD Omega Ratio Rank: 9292
Omega Ratio Rank
QYLD Calmar Ratio Rank: 8787
Calmar Ratio Rank
QYLD Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FLDR vs. QYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Low Duration Bond Factor ETF (FLDR) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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.


FLDRQYLDDifference
Sharpe ratioReturn per unit of total volatility

+3.27

Sortino ratioReturn per unit of downside risk

+6.31

Omega ratioGain probability vs. loss probability

2.70

1.57

+1.13

Calmar ratioReturn relative to maximum drawdown

10.04

4.54

+5.50

Martin ratioReturn relative to average drawdown

68.61

26.31

+42.29

FLDR vs. QYLD - Sharpe Ratio Comparison

The current FLDR Sharpe Ratio is 5.83, which is higher than the QYLD Sharpe Ratio of 2.56. The chart below compares the historical Sharpe Ratios of FLDR and QYLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FLDRQYLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.83

2.56

+3.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

3.05

0.56

+2.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.59

+0.03

Drawdowns

FLDR vs. QYLD - Drawdown Comparison

The maximum FLDR drawdown since its inception was -12.23%, smaller than the maximum QYLD drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for FLDR and QYLD.


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Drawdown Indicators


FLDRQYLDDifference

Max Drawdown

Largest peak-to-trough decline

-12.23%

-24.75%

+12.52%

Max Drawdown (1Y)

Largest decline over 1 year

-0.47%

-4.97%

+4.50%

Max Drawdown (3Y)

Largest decline over 3 years

-0.76%

-19.06%

+18.30%

Max Drawdown (5Y)

Largest decline over 5 years

-2.33%

-24.61%

+22.28%

Max Drawdown (10Y)

Largest decline over 10 years

-24.75%

Current Drawdown

Current decline from peak

-0.08%

-0.83%

+0.75%

Average Drawdown

Average peak-to-trough decline

-0.35%

-3.83%

+3.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.07%

0.86%

-0.79%

Volatility

FLDR vs. QYLD - Volatility Comparison

The current volatility for Fidelity Low Duration Bond Factor ETF (FLDR) is 0.19%, while Global X NASDAQ 100 Covered Call ETF (QYLD) has a volatility of 2.86%. This indicates that FLDR experiences smaller price fluctuations and is considered to be less risky than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLDRQYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.19%

2.86%

-2.67%

Volatility (6M)

Calculated over the trailing 6-month period

0.59%

7.44%

-6.85%

Volatility (1Y)

Calculated over the trailing 1-year period

0.81%

8.84%

-8.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.21%

14.73%

-13.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.26%

15.51%

-10.25%

FLDR vs. QYLD - Expense Ratio Comparison

FLDR has a 0.15% expense ratio, which is lower than QYLD's 0.60% expense ratio.


Dividends

FLDR vs. QYLD - Dividend Comparison

FLDR's dividend yield for the trailing twelve months is around 4.43%, less than QYLD's 11.55% yield.


PositionTTM20252024202320222021202020192018201720162015
FLDR
Fidelity Low Duration Bond Factor ETF
4.43%4.66%5.50%5.28%2.09%0.51%1.22%2.69%1.38%0.00%0.00%0.00%
QYLD
Global X NASDAQ 100 Covered Call ETF
11.55%11.55%12.50%11.78%13.75%12.85%11.16%9.84%12.44%7.69%9.15%9.42%

Frequently Asked Questions


FLDR and QYLD have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QYLD has higher volatility (2.86%) compared to FLDR (0.19%). In terms of maximum drawdown, FLDR dropped -12.23% vs QYLD's -24.75%.

On 5-year performance, QYLD leads with 8.24% vs 3.67% for FLDR. On fees, FLDR is cheaper at 0.15% per year. On volatility, FLDR has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, QYLD has performed better with a 8.24% return vs 3.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FLDR is cheaper with a 0.15% expense ratio, compared with 0.60% for QYLD.

QYLD has the higher dividend yield at 11.55%, compared with 4.43% for FLDR.

FLDR is categorized as Corporate Bonds, while QYLD is Nasdaq-100. FLDR tracks Fidelity Low Duration Investment Grade Factor Index, while QYLD tracks CBOE NASDAQ-100 Buy Write V2. They also come from different issuers: Fidelity and Global X. Their fees differ too: 0.15% for FLDR and 0.60% for QYLD.

FLDR currently has the higher Sharpe Ratio (5.83 vs 2.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FLDR and QYLD

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