FSYD vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricFSYDVYMWinner
Expense Ratio0.55%0.04%
AUM$137M$79.0B
Dividend Yield6.98%2.86%
Holdings411568
YTD Return+3.69%+15.80%
1Y Return+8.22%+26.12%
3Y Return (annualized)+8.92%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)7.9%14.6%
Max Drawdown-12.1%-58.8%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 15, 2022Nov 10, 2006

FSYD vs VYM Performance

Fidelity Sustainable High Yield ETF (FSYD) is a ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FSYD returned +8.22% while VYM returned +26.12%. Year to date, FSYD is up 3.69% versus a gain of 15.80% for VYM.

Over three years, FSYD compounded at +8.92% per year against +18.25% for VYM. Across the full 5-year window we track, VYM has the edge at +7.07% annualized vs +5.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.9% for FSYD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -12.1% for FSYD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FSYD charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, FSYD currently yields 6.98% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

FSYD and VYM share 0 holdings out of 571 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FSYD or VYM?

FSYD has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, FSYD or VYM?

Over the past year FSYD returned +8.22% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), FSYD annualized +5.87% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, FSYD or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 7.9% for FSYD. Worst drawdown: FSYD -12.1% vs VYM -58.8%.

Should I hold both FSYD and VYM?

FSYD and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FSYD and VYM?

FSYD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 571 unique securities.

Which pays a higher dividend, FSYD or VYM?

FSYD yields 6.98% while VYM yields 2.86%, so FSYD currently pays the higher dividend yield.

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