FSYD vs JPHY

FSYD vs JPHY

Which is better, FSYD or JPHY?

Each has led over a different period.

JPHY has a lower expense ratio. FSYD led over the full window, JPHY over 1Y.

Lower Fees: JPHYHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFSYDJPHY
Expense Ratio0.55%0.45%Best
AUM$141M$2.2B
Dividend Yield7.12%6.58%
Holdings4031,098
YTD Return+0.27%+0.66%Best
1Y Return+2.10%+2.32%Best
3Y Return (annualized)+8.84%-
Volatility (annualized)4.3%2.9%Best
Max Drawdown-3.6%-2.5%Best
$10,000 over 1.3 years$10,568Best$10,477
Fund FamilyFidelity Investments (US)J.P. Morgan Asset Management
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionFeb 15, 2022Jun 24, 2025

Not shown on this pair: 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 25, 2025 to Oct 14, 2026 (1.3 years).

FSYD vs JPHY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.

Compare FSYD against instead:FSYD vs SPYFSYD vs QQQFSYD vs VOOFSYD vs VTIJPHY against:JPHY vs VXUS

FSYD vs JPHY Performance

Fidelity Sustainable High Yield ETF (FSYD) is an ETF from Fidelity Investments (US) and JPMorgan Active High Yield ETF (JPHY) is an ETF from J.P. Morgan Asset Management. Over the past year FSYD returned +2.10% while JPHY returned +2.32%. Year to date, FSYD is up 0.27% versus a gain of 0.66% for JPHY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FSYD has been the more volatile fund, with annualized monthly volatility of 4.3% compared with 2.9% for JPHY. 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 -3.6% for FSYD and -2.5% for JPHY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FSYD charges 0.55% per year while JPHY charges 0.45%. On a $10,000 position that is $55 vs $45 annually, a gap of $10 per year that compounds over a long holding period. On income, FSYD currently yields 7.12% against 6.58% for JPHY.

Holdings Overlap

We hold position weights for 199 holdings in FSYD and 387 in JPHY, totalling 66.0% and 79.5% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 42 positions appear in both.

42 positions in common, counted across the 199 positions we hold weights for in FSYD and 387 in JPHY, against full books of 403 and 1,098.

Top Shared Holdings

StockWeight in FSYDWeight in JPHYDifference
ENTG 5.95 06/15/30 1Entegris Escrow Corporation, 5.95% 15jun2030, USD1.73%0.62%1.11%
CHTR 4.75 02/01/32 1Cco Holdings Llc / Cco Holdings Capital Corp 2032-02-010.43%1.92%1.49%
LVLT 6.875 06/30/33 1.16%0.32%0.84%
XYZ 6.5 05/15/32Block Inc Sr Unsecured 05/32 6.51.30%0.10%1.20%
CRL 4.25 05/01/28 14Charles River Laboratories International, Inc.1.04%0.03%1.01%
QUIKHO 6.375 03/01/3Quikrete Holdings Inc 6.38% 01Mar20320.59%0.45%0.14%
OLN 5 02/01/30Olin Corp 5 02/01/20300.91%0.11%0.80%
IQV 5 05/15/27 144AIqvia Inc 5 05/15/20270.76%0.22%0.54%
DVA 3.75 02/15/31 14Davita Inc0.78%0.03%0.75%
DVA 6.875 09/01/32 1Davita Inc 144A 6.88% Sep 01, 20320.60%0.21%0.39%

You are not choosing between two funds in isolation.

Whichever of FSYD and JPHY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FSYDJPHY

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Frequently Asked Questions

Which is cheaper, FSYD or JPHY?

FSYD has an expense ratio of 0.55% while JPHY charges 0.45%. JPHY is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, FSYD or JPHY?

Over the past year FSYD returned +2.10% vs +2.32% for JPHY, so JPHY leads on 1-year performance. Over the longest common window we track (1 years), FSYD annualized +4.34% vs +3.65% for JPHY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FSYD or JPHY?

FSYD has been the more volatile fund at 4.3% annualized versus 2.9% for JPHY. Worst drawdown: FSYD -3.6% vs JPHY -2.5%.

Should I hold both FSYD and JPHY?

FSYD and JPHY have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FSYD or JPHY?

FSYD yields 7.12% while JPHY yields 6.58%, so FSYD currently pays the higher dividend yield.

Is JPHY better than FSYD?

JPHY has a lower expense ratio. FSYD led over the full window, JPHY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.