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Upturn AI SWOT - About
Fidelity Sustainable High Yield ETF (FSYD)
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Upturn Advisory Summary
07/17/2025: 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 15.89% | Avg. Invested days 79 | 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 07/17/2025 |
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 (FSDHY) seeks to provide investment results that correspond to the performance of the Fidelity Sustainable US High Yield Index. It focuses on high-yield corporate bonds with sustainable characteristics, aiming for income while considering environmental, social, and governance (ESG) factors.
Reputation and Reliability
Fidelity is a well-established and reputable asset management firm with a long history in the financial industry.
Management Expertise
Fidelity has a large and experienced team of portfolio managers and analysts specializing in fixed income and sustainable investing.
Investment Objective
Goal
To provide investment results that correspond to the performance of the Fidelity Sustainable US High Yield Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Fidelity Sustainable US High Yield Index, which selects high-yield corporate bonds based on ESG criteria.
Composition The ETF primarily holds high-yield corporate bonds.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 292000000.0
Competitors
Key Competitors
- HYG
- JNK
- SPHY
Competitive Landscape
The high-yield ETF market is highly competitive. FSDHY distinguishes itself through its sustainable investing approach, potentially attracting investors who prioritize ESG factors. Competitors like HYG and JNK have significantly larger AUM and trading volume, offering greater liquidity, while SPHY focuses on yield and diversification.
Financial Performance
Historical Performance: Data unavailable to provide historical performance data in a structured array format.
Benchmark Comparison: Data unavailable to provide benchmark comparison data in a structured array format.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, implying good liquidity for most investors but potentially wider bid-ask spreads than more liquid high-yield ETFs.
Bid-Ask Spread
The bid-ask spread is variable depending on market conditions but generally reflects the ETF's trading volume and the underlying bond market liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and investor sentiment towards high-yield bonds influence FSDHY. Additionally, evolving ESG standards and investor demand for sustainable investments play a role.
Growth Trajectory
Growth depends on the overall performance of the high-yield bond market and investor interest in sustainable investing, which may lead to shifts in its composition based on ESG ratings.
Moat and Competitive Advantages
Competitive Edge
FSDHY's competitive advantage lies in its focus on sustainable high-yield investments. This niche appeals to investors seeking both income and ESG alignment. Fidelity's brand recognition and expertise in fixed income provide further advantages. The fund's index methodology provides a structured approach to integrating ESG factors. However, the nascent stage of sustainable investing could limit its appeal compared to broader high-yield ETFs.
Risk Analysis
Volatility
The ETF's volatility is tied to the high-yield bond market, which is inherently more volatile than investment-grade bonds.
Market Risk
Specific risks include credit risk (default risk of the underlying bonds), interest rate risk (sensitivity to changes in interest rates), and liquidity risk (potential difficulty in selling bonds). ESG screening may also introduce unique risks if it excludes certain potentially high-performing bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income from high-yield bonds while also prioritizing ESG factors in their investment decisions.
Market Risk
It's suitable for long-term investors seeking income and ESG alignment, though possibly less appropriate for active traders due to moderate liquidity and the specific investment focus.
Summary
Fidelity Sustainable High Yield ETF (FSDHY) offers exposure to high-yield corporate bonds with a sustainable focus, managed by a reputable firm like Fidelity. Its performance hinges on the high-yield market and adherence to its index. It distinguishes itself through its ESG criteria, potentially attracting a specific investor base. However, investors should be aware of the inherent risks of high-yield bonds and the impact of ESG screening on the portfolio's composition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may not be readily available and is based on estimates. Investment decisions should be made after consulting with a financial advisor and conducting thorough research.
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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