FDHY vs BME
Comparison between FIDELITY ENHANCED HIGH YIELD ETF (FDHY, ETF) and BlackRock Health Sciences Trust (BME, ETF).
5-Year PerformanceBME has outperformed FDHY, delivering a return of +5.9% compared to +4.0%
FDHY vs BME - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDHY
$571M
BME
$570M
Expense Ratio
FDHY
0.35%
BME
N/A
Max Drawdown
Winner
FDHY
21.81%
BME
44.61%
Sharpe Ratio
FDHY
0.81
Winner
BME
2.10
5Y Beta
Winner
FDHY
0.21
BME
0.44
5Y Dividends CAGR
FDHY
2.65%
Winner
BME
7.26%
FDHY vs BME - Historical Returns
Returns include dividend reinvestment.
1M
FDHY
+1.55%
Winner
BME
+8.43%
3M
FDHY
+1.70%
Winner
BME
+18.65%
6M
FDHY
+2.71%
Winner
BME
+13.47%
1Y
FDHY
+6.87%
Winner
BME
+36.77%
5Y(CAGR)
FDHY
+3.96%
Winner
BME
+5.92%
10Y(CAGR)
FDHY
+5.80%
Winner
BME
+9.96%
Max(CAGR)
FDHY
+5.80%
Winner
BME
+11.43%
FDHY vs BME - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDHY | BME |
|---|---|---|
| 2026 | +3.92% | +18.00% |
| 2025 | +8.93% | +19.24% |
| 2024 | +8.05% | -0.39% |
| 2023 | +10.92% | -0.72% |
| 2022 | -11.21% | -3.83% |
| 2021 | +4.46% | +5.43% |
| 2020 | +10.41% | +17.46% |
| 2019 | +17.14% | +20.14% |
| 2018 | -2.14% | +6.52% |
| 2017 | N/A | +20.82% |
| 2016 | N/A | -11.56% |
| 2015 | N/A | +8.97% |
| 2014 | N/A | +35.48% |
| 2013 | N/A | +34.89% |
| 2012 | N/A | +19.82% |
| 2011 | N/A | +3.43% |
| 2010 | N/A | +8.16% |
| 2009 | N/A | +39.01% |
| 2008 | N/A | -19.73% |
| 2007 | N/A | +7.91% |
| 2006 | N/A | +16.02% |
| 2005 | N/A | +6.08% |
FDHY vs BME Drawdown Comparison
The maximum drawdown for FDHY was -20.01%, occurring on Mar 23, 2020. Recovery took 77 trading sessions.
The maximum drawdown for BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.
| Rank | FDHY | BME |
|---|---|---|
| #1 | -20.01% Feb 18, 2020 - Jun 8, 2020 | -42.05% Jan 14, 2008 - Dec 8, 2009 |
| #2 | -16.39% Dec 27, 2021 - Mar 21, 2024 | -36.68% Feb 13, 2020 - Jul 7, 2020 |
| #3 | -5.26% Mar 5, 2025 - May 13, 2025 | -25.46% Oct 2, 2018 - Nov 27, 2019 |
| #4 | -5.22% Oct 2, 2018 - Jan 30, 2019 | -23.65% Aug 17, 2015 - Jul 5, 2017 |
| #5 | -3.08% Jun 8, 2020 - Jul 20, 2020 | -21.66% Jun 30, 2011 - Mar 27, 2012 |
| #6 | -2.53% Nov 9, 2021 - Dec 23, 2021 | -18.29% Dec 30, 2021 - Jul 15, 2024 |
| #7 | -2.48% Sep 2, 2020 - Oct 8, 2020 | -14.73% Apr 9, 2010 - Oct 5, 2010 |
| #8 | -2.22% Feb 12, 2021 - Apr 30, 2021 | -14.36% Oct 14, 2024 - Nov 7, 2025 |
| #9 | -2.12% Feb 13, 2026 - Apr 8, 2026 | -13.92% Mar 17, 2006 - Aug 21, 2006 |
| #10 | -2.10% Oct 22, 2020 - Nov 9, 2020 | -12.95% Apr 17, 2007 - Dec 26, 2007 |
| #11 | -1.94% Mar 28, 2024 - May 3, 2024 | -11.08% Nov 28, 2014 - Mar 5, 2015 |
| #12 | -1.85% Dec 6, 2024 - Jan 27, 2025 | -11.03% Feb 27, 2026 - Jun 25, 2026 |
| #13 | -1.52% Sep 15, 2021 - Nov 9, 2021 | -10.97% Jan 20, 2021 - Jul 12, 2021 |
| #14 | -1.37% Sep 30, 2024 - Nov 25, 2024 | -10.91% Mar 5, 2014 - Oct 3, 2014 |
| #15 | -1.37% May 15, 2024 - Jun 5, 2024 | -10.23% Jan 26, 2018 - May 24, 2018 |
Correlation
Correlation between FDHY and BME is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2005 - 2026)
FDHY vs BME dividend yield comparison.
| Year | FDHY | BME |
|---|---|---|
| 2026 | 3.74% | 4.54% |
| 2025 | 6.56% | 7.65% |
| 2024 | 6.58% | 6.87% |
| 2023 | 6.26% | 6.32% |
| 2022 | 5.34% | 5.87% |
| 2021 | 6.09% | 5.03% |
| 2020 | 5.78% | 5.04% |
| 2019 | 4.94% | 5.65% |
| 2018 | 2.55% | 6.58% |
| 2017 | 0.00% | 6.58% |
| 2016 | 0.00% | 9.45% |
| 2015 | 0.00% | 17.04% |
| 2014 | 0.00% | 9.83% |
| 2013 | 0.00% | 9.86% |
| 2012 | 0.00% | 8.52% |
| 2011 | 0.00% | 9.95% |
| 2010 | 0.00% | 8.53% |
| 2009 | 0.00% | 5.86% |
| 2008 | 0.00% | 8.59% |
| 2007 | 0.00% | 7.66% |
| 2006 | 0.00% | 9.67% |
| 2005 | 0.00% | 4.55% |
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