HYMU vs. FEQIX

Last updated Jun 5, 2026

HYMU (BlackRock High Yield Muni Income Bond ETF) and FEQIX (Fidelity Equity-Income Fund) are both funds - HYMU is a High Yield Muni fund actively managed by BlackRock, while FEQIX is a Large Cap Value Equities fund managed by Fidelity. HYMU charges 0.35%/yr vs 0.57%/yr for FEQIX.

Performance

HYMU vs. FEQIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock High Yield Muni Income Bond ETF (HYMU) and Fidelity Equity-Income Fund (FEQIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

HYMU

• 1D: 0.00%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FEQIX

• 1D: -0.37%
• 1M: 0.14%
• YTD: 8.22%
• 6M: 9.45%
• 1Y: 22.11%
• 3Y*: 17.66%
• 5Y*: 10.48%
• 10Y*: 11.81%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HYMU vs. FEQIX - Yearly Performance Comparison

	2026 (YTD)
HYMU BlackRock High Yield Muni Income Bond ETF	0.00%
FEQIX Fidelity Equity-Income Fund	-0.45%

Return for Risk

HYMU vs. FEQIX — Risk / Return Rank

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

FEQIX

FEQIX Risk / Return Rank: 64
FEQIX Sharpe Ratio Rank: 59
FEQIX Sortino Ratio Rank: 61
FEQIX Omega Ratio Rank: 56
FEQIX Calmar Ratio Rank: 74
FEQIX Martin Ratio Rank: 71

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.

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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	HYMU	FEQIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.28	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.78	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.50	—

Drawdowns

HYMU vs. FEQIX - Drawdown Comparison

The maximum HYMU drawdown since its inception was 0.00%, 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.

Drawdown Indicators

	HYMU	FEQIX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-62.38%	+62.38%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.48%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-13.18%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.20%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.12%	—
Current Drawdown Current decline from peak	0.00%	-0.90%	+0.90%
Average Drawdown Average peak-to-trough decline	0.00%	-8.01%	+8.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.60%	—

Volatility

Volatility by Period

	HYMU	FEQIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.37%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.21%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	9.56%	-9.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	13.47%	-13.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	15.50%	-15.50%

HYMU vs. FEQIX - Expense Ratio Comparison

HYMU has a 0.35% expense ratio, which is lower than FEQIX's 0.57% expense ratio.

Dividends

HYMU vs. FEQIX - Dividend Comparison

HYMU has not paid dividends to shareholders, while FEQIX's dividend yield for the trailing twelve months is around 4.64%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FEQIX Fidelity Equity-Income Fund	4.64%	4.67%	5.51%	4.26%	4.56%	9.90%	3.38%	7.16%	9.76%	6.29%	4.28%	12.17%
HYMU BlackRock High Yield Muni Income Bond ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%