FSYD vs. VDIGX
Compare and contrast key facts about Fidelity Sustainable High Yield ETF (FSYD) and Vanguard Dividend Growth Fund (VDIGX).
FSYD is an actively managed fund by Fidelity. It was launched on Feb 15, 2022. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSYD or VDIGX.
Correlation
The correlation between FSYD and VDIGX is 0.64, 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.
Performance
FSYD vs. VDIGX - Performance Comparison
Key characteristics
FSYD:
2.73
VDIGX:
-0.11
FSYD:
4.08
VDIGX:
-0.05
FSYD:
1.53
VDIGX:
0.99
FSYD:
4.55
VDIGX:
-0.09
FSYD:
17.44
VDIGX:
-0.28
FSYD:
0.64%
VDIGX:
4.99%
FSYD:
4.08%
VDIGX:
13.08%
FSYD:
-12.11%
VDIGX:
-46.89%
FSYD:
0.00%
VDIGX:
-12.05%
Returns By Period
In the year-to-date period, FSYD achieves a 1.85% return, which is significantly higher than VDIGX's 1.66% return.
FSYD
1.85%
1.30%
4.27%
10.33%
N/A
N/A
VDIGX
1.66%
1.88%
-7.17%
-2.75%
4.66%
6.48%
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FSYD vs. VDIGX - Expense Ratio Comparison
FSYD has a 0.55% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
FSYD vs. VDIGX — Risk-Adjusted Performance Rank
FSYD
VDIGX
FSYD vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable High Yield ETF (FSYD) and Vanguard Dividend Growth Fund (VDIGX). 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
FSYD vs. VDIGX - Dividend Comparison
FSYD's dividend yield for the trailing twelve months is around 6.43%, more than VDIGX's 1.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSYD Fidelity Sustainable High Yield ETF | 6.43% | 6.47% | 6.70% | 5.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 1.84% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
FSYD vs. VDIGX - Drawdown Comparison
The maximum FSYD drawdown since its inception was -12.11%, smaller than the maximum VDIGX drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for FSYD and VDIGX. For additional features, visit the drawdowns tool.
Volatility
FSYD vs. VDIGX - Volatility Comparison
The current volatility for Fidelity Sustainable High Yield ETF (FSYD) is 1.00%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 3.20%. This indicates that FSYD experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.