Correlation
The correlation between FSYD and BSJP is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FSYD vs. BSJP
Compare and contrast key facts about Fidelity Sustainable High Yield ETF (FSYD) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
FSYD and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FSYD is an actively managed fund by Fidelity. It was launched on Feb 15, 2022. BSJP is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index. It was launched on Sep 27, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSYD or BSJP.
Performance
FSYD vs. BSJP - Performance Comparison
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Key characteristics
FSYD:
1.51
BSJP:
3.81
FSYD:
2.20
BSJP:
6.69
FSYD:
1.34
BSJP:
2.00
FSYD:
1.63
BSJP:
7.35
FSYD:
8.38
BSJP:
55.85
FSYD:
1.07%
BSJP:
0.12%
FSYD:
6.04%
BSJP:
1.75%
FSYD:
-12.11%
BSJP:
-23.58%
FSYD:
-0.14%
BSJP:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FSYD having a 2.24% return and BSJP slightly higher at 2.26%.
FSYD
2.24%
1.45%
1.68%
9.05%
6.18%
N/A
N/A
BSJP
2.26%
0.50%
2.54%
6.64%
6.18%
5.98%
N/A
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FSYD vs. BSJP - Expense Ratio Comparison
FSYD has a 0.55% expense ratio, which is higher than BSJP's 0.42% expense ratio.
Risk-Adjusted Performance
FSYD vs. BSJP — Risk-Adjusted Performance Rank
FSYD
BSJP
FSYD vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable High Yield ETF (FSYD) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP). 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.
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Dividends
FSYD vs. BSJP - Dividend Comparison
FSYD's dividend yield for the trailing twelve months is around 6.71%, more than BSJP's 5.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FSYD Fidelity Sustainable High Yield ETF | 6.71% | 6.47% | 6.70% | 5.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 5.82% | 6.25% | 7.07% | 5.37% | 4.27% | 4.96% | 5.49% | 5.84% | 1.32% |
Drawdowns
FSYD vs. BSJP - Drawdown Comparison
The maximum FSYD drawdown since its inception was -12.11%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for FSYD and BSJP.
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Volatility
FSYD vs. BSJP - Volatility Comparison
Fidelity Sustainable High Yield ETF (FSYD) has a higher volatility of 1.83% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 0.25%. This indicates that FSYD's price experiences larger fluctuations and is considered to be riskier than BSJP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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