ERTH vs FSYD

Comparison between INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF) and FIDELITY SUSTAINABLE HIGH YIELD ETF (FSYD, ETF).

ERTH vs FSYD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERTH(ETF)	FSYD(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.66%	0.55%
Max Drawdown	64.45%	14.83%
Sharpe Ratio	0.24	1.00
5Y Beta	0.88	0.25
P/E Ratio	173.59	N/A
5Y Dividends CAGR	-35.70%	N/A
Debt to Equity	21.68%	N/A
P/S Ratio	2.62	N/A
P/B Ratio	2.80	N/A

Net Assets

Winner

ERTH

$137M

FSYD

$137M

Expense Ratio

ERTH

0.66%

Winner

FSYD

0.55%

Max Drawdown

ERTH

64.45%

Winner

FSYD

14.83%

Sharpe Ratio

ERTH

0.24

Winner

FSYD

1.00

5Y Beta

ERTH

0.88

Winner

FSYD

0.25

P/E Ratio

ERTH

173.59

FSYD

N/A

5Y Dividends CAGR

ERTH

-35.70%

FSYD

N/A

Debt to Equity

ERTH

21.68%

FSYD

N/A

P/S Ratio

ERTH

2.62

FSYD

N/A

P/B Ratio

ERTH

2.80

FSYD

N/A

ERTH vs FSYD - Historical Returns

Returns include dividend reinvestment.

Period	ERTH	FSYD
1 month	-3.65%	-0.11%
3 months	-5.51%	+0.82%
6 months	-0.98%	+2.31%
1 year	+6.36%	+7.55%
5 years(CAGR)	-5.96%	+5.84%
10 years(CAGR)	+6.63%	N/A
Max(CAGR)	+4.76%	+5.84%

ERTH

-3.65%

Winner

FSYD

-0.11%

ERTH

-5.51%

Winner

FSYD

+0.82%

ERTH

-0.98%

Winner

FSYD

+2.31%

ERTH

+6.36%

Winner

FSYD

+7.55%

5Y(CAGR)

ERTH

-5.96%

Winner

FSYD

+5.84%

10Y(CAGR)

ERTH

+6.63%

FSYD

N/A

Max(CAGR)

ERTH

+4.76%

Winner

FSYD

+5.84%

ERTH vs FSYD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	ERTH	FSYD
2026	-2.13%	+3.32%
2025	+17.91%	+8.98%
2024	-11.64%	+9.11%
2023	+0.74%	+12.15%
2022	-28.33%	-6.60%
2021	+2.37%	N/A
2020	+50.30%	N/A
2019	+36.44%	N/A
2018	-13.57%	N/A
2017	+29.61%	N/A
2016	+14.40%	N/A
2015	+2.69%	N/A
2014	-7.08%	N/A
2013	+35.26%	N/A
2012	+6.01%	N/A
2011	-18.81%	N/A
2010	+5.64%	N/A
2009	+30.84%	N/A
2008	-48.52%	N/A
2007	+43.32%	N/A
2006	+1.70%	N/A

ERTH vs FSYD Drawdown Comparison

The maximum drawdown for ERTH was -64.45%, occurring on Nov 20, 2008. Recovery took 2306 trading sessions.

The maximum drawdown for FSYD was -12.12%, occurring on Sep 27, 2022. Recovery took 441 trading sessions.

The current ERTH drawdown is -33.06%. The current FSYD drawdown is -0.37%.

Rank	ERTH	FSYD
#1	-64.45% Dec 26, 2007 - Feb 23, 2017	-12.12% Mar 2, 2022 - Dec 1, 2023
#2	-51.73% Nov 1, 2021 - Apr 8, 2025	-5.49% Feb 28, 2025 - May 13, 2025
#3	-36.65% Feb 20, 2020 - Jul 17, 2020	-2.67% Feb 20, 2026 - Apr 9, 2026
#4	-21.96% Jan 26, 2018 - Apr 18, 2019	-2.45% Mar 27, 2024 - May 6, 2024
#5	-16.53% Jan 7, 2021 - Oct 28, 2021	-1.75% Dec 27, 2023 - Jan 25, 2024
#6	-12.19% Jul 13, 2007 - Oct 1, 2007	-1.73% Oct 27, 2025 - Dec 5, 2025
#7	-10.41% Feb 26, 2007 - Apr 24, 2007	-1.72% Dec 6, 2024 - Jan 21, 2025
#8	-10.08% Jul 1, 2019 - Oct 28, 2019	-1.54% Sep 22, 2025 - Oct 24, 2025
#9	-8.40% Nov 8, 2007 - Dec 6, 2007	-1.24% Jul 31, 2024 - Aug 13, 2024
#10	-8.19% Sep 2, 2020 - Oct 5, 2020	-1.13% Feb 1, 2024 - Mar 1, 2024
#11	-8.11% Oct 16, 2020 - Nov 6, 2020	-1.03% May 13, 2025 - May 27, 2025
#12	-7.37% May 3, 2019 - Jun 27, 2019	-1.01% May 15, 2024 - Jun 3, 2024
#13	-6.38% Dec 6, 2006 - Feb 6, 2007	-0.93% Sep 30, 2024 - Nov 7, 2024
#14	-6.19% Dec 10, 2007 - Dec 24, 2007	-0.88% May 6, 2026 - May 26, 2026
#15	-4.92% Oct 31, 2017 - Jan 3, 2018	-0.72% Nov 8, 2024 - Nov 27, 2024

Correlation

Correlation between ERTH and FSYD is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (2009 - 2026)

ERTH vs FSYD dividend yield comparison.

Year	ERTH	FSYD
2026	1.02%	3.12%
2025	1.46%	6.49%
2024	1.00%	6.47%
2023	1.28%	6.70%
2022	1.22%	5.29%
2021	15.33%	0.00%
2020	0.21%	0.00%
2019	0.71%	0.00%
2018	0.61%	0.00%
2017	0.87%	0.00%
2016	1.06%	0.00%
2015	0.79%	0.00%
2014	0.83%	0.00%
2013	0.85%	0.00%
2012	1.07%	0.00%
2011	0.86%	0.00%
2010	0.02%	0.00%
2009	0.21%	0.00%