HYMU vs. FEQIX
Compare and contrast key facts about BlackRock High Yield Muni Income Bond ETF (HYMU) and Fidelity Equity-Income Fund (FEQIX).
HYMU is an actively managed fund by BlackRock. It was launched on Mar 16, 2021. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Performance
HYMU vs. FEQIX - Performance Comparison
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HYMU vs. FEQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HYMU BlackRock High Yield Muni Income Bond ETF | -0.21% | 2.58% | 6.99% | 9.67% | -15.96% | 6.71% |
FEQIX Fidelity Equity-Income Fund | 3.19% | 18.96% | 15.34% | 10.62% | -5.10% | 14.64% |
Returns By Period
In the year-to-date period, HYMU achieves a -0.21% return, which is significantly lower than FEQIX's 3.19% return.
HYMU
- 1D
- 0.14%
- 1M
- -1.63%
- YTD
- -0.21%
- 6M
- 0.90%
- 1Y
- 1.07%
- 3Y*
- 5.27%
- 5Y*
- 1.35%
- 10Y*
- —
FEQIX
- 1D
- 1.85%
- 1M
- -4.56%
- YTD
- 3.19%
- 6M
- 7.08%
- 1Y
- 18.83%
- 3Y*
- 15.91%
- 5Y*
- 10.94%
- 10Y*
- 11.62%
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HYMU vs. FEQIX - Expense Ratio Comparison
HYMU has a 0.35% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Return for Risk
HYMU vs. FEQIX — Risk / Return Rank
HYMU
FEQIX
HYMU vs. FEQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Yield Muni Income Bond ETF (HYMU) and Fidelity Equity-Income Fund (FEQIX). 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.
| HYMU | FEQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.32 | -1.12 |
Sortino ratioReturn per unit of downside risk | 0.30 | 1.86 | -1.56 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.29 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.81 | -1.55 |
Martin ratioReturn relative to average drawdown | 1.30 | 8.81 | -7.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HYMU | FEQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.32 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.82 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.50 | -0.29 |
Correlation
The correlation between HYMU and FEQIX is 0.13, 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.
Dividends
HYMU vs. FEQIX - Dividend Comparison
HYMU's dividend yield for the trailing twelve months is around 4.55%, less than FEQIX's 4.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYMU BlackRock High Yield Muni Income Bond ETF | 4.15% | 4.55% | 4.35% | 4.35% | 4.01% | 2.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEQIX Fidelity Equity-Income Fund | 4.82% | 4.67% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.29% | 4.28% | 12.17% |
Drawdowns
HYMU vs. FEQIX - Drawdown Comparison
The maximum HYMU drawdown since its inception was -22.55%, smaller than the maximum FEQIX drawdown of -62.38%. Use the drawdown chart below to compare losses from any high point for HYMU and FEQIX.
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Drawdown Indicators
| HYMU | FEQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.55% | -62.38% | +39.83% |
Max Drawdown (1Y)Largest decline over 1 year | -6.78% | -11.05% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.55% | -17.20% | -5.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.12% | — |
Current DrawdownCurrent decline from peak | -1.88% | -4.72% | +2.84% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -8.04% | +1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 2.27% | -0.90% |
Volatility
HYMU vs. FEQIX - Volatility Comparison
The current volatility for BlackRock High Yield Muni Income Bond ETF (HYMU) is 1.18%, while Fidelity Equity-Income Fund (FEQIX) has a volatility of 3.96%. This indicates that HYMU experiences smaller price fluctuations and is considered to be less risky than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HYMU | FEQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 3.96% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 1.74% | 7.28% | -5.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.93% | 14.38% | -6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.07% | 13.49% | -6.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.05% | 15.50% | -8.45% |