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Upturn AI SWOT - About
Fidelity Sustainable High Yield ETF (FSYD)
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Upturn Advisory Summary
09/16/2025: FSYD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 19.34% | Avg. Invested days 92 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 43.44 - 47.82 | Updated Date 06/29/2025 |
52 Weeks Range 43.44 - 47.82 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity Sustainable High Yield ETF
ETF Overview
Overview
The Fidelity Sustainable High Yield ETF (FSYD) seeks to provide a high level of current income by investing primarily in sustainable high yield corporate bonds. It focuses on companies with strong ESG profiles.
Reputation and Reliability
Fidelity is a well-established and reputable investment management firm with a long track record.
Management Expertise
Fidelity has a large and experienced team of investment professionals specializing in fixed income and sustainable investing.
Investment Objective
Goal
To seek a high level of current income.
Investment Approach and Strategy
Strategy: The ETF invests in a portfolio of high yield corporate bonds selected based on financial criteria and ESG considerations.
Composition Primarily high yield corporate bonds.
Market Position
Market Share: Information not readily available.
Total Net Assets (AUM): 55000000.0
Competitors
Key Competitors
- HYG
- SPHY
- JNK
Competitive Landscape
The high-yield ETF market is highly competitive. FSYD distinguishes itself through its sustainable investing approach, which may attract socially conscious investors. Competitors like HYG and JNK have significantly higher AUM and trading volume, providing greater liquidity. FSYD may have higher expense ratios due to its specialized investment strategy. The market has very few sustainable bond ETFs
Financial Performance
Historical Performance: Data not readily available in structured format.
Benchmark Comparison: Data not readily available in structured format.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF's average trading volume is adequate but lower than larger high-yield ETFs, which is expected given its relatively small AUM.
Bid-Ask Spread
The bid-ask spread is generally competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and investor sentiment towards high yield debt are all factors affecting FSYD's performance. ESG trends and the demand for sustainable investments also play a role.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking high yield and sustainable investment options. Changes in its investment strategy and holdings are monitored to maintain alignment with its investment objective.
Moat and Competitive Advantages
Competitive Edge
FSYDu2019s competitive advantage lies in its sustainable investment approach, appealing to investors seeking both income and ESG alignment. It leverages Fidelityu2019s expertise in fixed income and ESG analysis. This niche focus differentiates it from broader high-yield ETFs. The ETFu2019s commitment to sustainability may also lead to lower long-term risk due to its screening process.
Risk Analysis
Volatility
FSYD's volatility is similar to other high-yield bond ETFs, reflecting the inherent risk of investing in lower-rated debt.
Market Risk
The ETF is subject to market risk, interest rate risk, credit risk (default risk of the underlying bonds), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking high current income and who prioritizes sustainable investing. They are comfortable with the higher risk associated with high yield bonds.
Market Risk
FSYD is suitable for long-term investors seeking income and are willing to accept higher risk. It may not be suitable for active traders or those primarily focused on capital appreciation.
Summary
The Fidelity Sustainable High Yield ETF (FSYD) offers investors access to high-yield corporate bonds with a focus on sustainable investing. It provides current income, but it is susceptible to credit, interest rate, and market risks, just like other high-yield ETFs. FSYD differentiates itself by incorporating ESG considerations into its investment process. It is best suited for long-term investors seeking both income and socially responsible investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is based on available information and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity Sustainable High Yield ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Normally the fund invests at least 80% of its assets in debt securities rated below investment grade (also referred to as high yield debt securities or junk bonds) of issuers that Fidelity Management & Research Company LLC (FMR or Adviser) believes have proven or improving sustainability practices based on an evaluation of such issuers' individual environmental, social and governance (ESG) profile.
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