FSYD vs. VDIGX

In the year-to-date period, FSYD achieves a 2.24% return, which is significantly higher than VDIGX's 2.12% return.

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FSYD has a 0.55% expense ratio, which is higher than VDIGX's 0.27% expense ratio.

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.

The current FSYD Sharpe Ratio is 1.51, which is higher than the VDIGX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of FSYD and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSYD's dividend yield for the trailing twelve months is around 6.71%, less than VDIGX's 13.33% yield.

The maximum FSYD drawdown since its inception was -12.11%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for FSYD and VDIGX.

The current volatility for Fidelity Sustainable High Yield ETF (FSYD) is 1.83%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 4.22%. 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.