FSYD vs UPGD
Comparison between FIDELITY SUSTAINABLE HIGH YIELD ETF (FSYD, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).
FSYD vs UPGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FSYD
$113M
UPGD
$113M
Expense Ratio
FSYD
0.55%
Winner
UPGD
0.40%
Max Drawdown
Winner
FSYD
14.83%
UPGD
64.78%
Sharpe Ratio
Winner
FSYD
1.36
UPGD
0.90
5Y Beta
Winner
FSYD
0.25
UPGD
0.69
P/E Ratio
FSYD
N/A
UPGD
26.25
Forward P/E
FSYD
N/A
UPGD
21.49
PEG Ratio
FSYD
N/A
UPGD
0.98
5Y Dividends CAGR
FSYD
N/A
UPGD
55.56%
5Y EPS CAGR
FSYD
N/A
UPGD
13.33%
Debt to Equity
FSYD
N/A
UPGD
-40.76%
P/S Ratio
FSYD
N/A
UPGD
2.02
P/B Ratio
FSYD
N/A
UPGD
4.84
FSYD vs UPGD - Historical Returns
Returns include dividend reinvestment.
1M
FSYD
+0.21%
Winner
UPGD
+4.29%
3M
FSYD
+1.97%
Winner
UPGD
+4.51%
6M
FSYD
+3.39%
Winner
UPGD
+9.61%
1Y
FSYD
+9.69%
Winner
UPGD
+16.93%
5Y(CAGR)
FSYD
+5.93%
Winner
UPGD
+6.84%
10Y(CAGR)
FSYD
N/A
UPGD
+10.03%
Max(CAGR)
FSYD
+5.93%
Winner
UPGD
+7.96%
FSYD vs UPGD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FSYD | UPGD |
|---|---|---|
| 2026 | +2.92% | +9.20% |
| 2025 | +8.98% | +8.98% |
| 2024 | +9.11% | +13.80% |
| 2023 | +12.15% | +16.47% |
| 2022 | -6.60% | -13.97% |
| 2021 | N/A | +25.57% |
| 2020 | N/A | +6.10% |
| 2019 | N/A | +30.23% |
| 2018 | N/A | -15.51% |
| 2017 | N/A | +12.33% |
| 2016 | N/A | +21.96% |
| 2015 | N/A | -5.93% |
| 2014 | N/A | +5.65% |
| 2013 | N/A | +39.25% |
| 2012 | N/A | +12.96% |
| 2011 | N/A | -3.39% |
| 2010 | N/A | +25.78% |
| 2009 | N/A | +51.42% |
| 2008 | N/A | -38.29% |
| 2007 | N/A | +2.96% |
| 2006 | N/A | -14.71% |
FSYD vs UPGD Drawdown Comparison
The maximum drawdown for FSYD was -12.12%, occurring on Sep 27, 2022. Recovery took 441 trading sessions.
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The current FSYD drawdown is -0.59%. The current UPGD drawdown is -1.69%.
| Rank | FSYD | UPGD |
|---|---|---|
| #1 | -12.12% Mar 2, 2022 - Dec 1, 2023 | -60.86% May 23, 2006 - Dec 3, 2010 |
| #2 | -5.49% Feb 28, 2025 - May 13, 2025 | -50.19% Aug 29, 2018 - Dec 3, 2020 |
| #3 | -2.67% Feb 20, 2026 - Apr 9, 2026 | -28.87% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -2.45% Mar 27, 2024 - May 6, 2024 | -27.28% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -1.75% Dec 27, 2023 - Jan 25, 2024 | -24.31% Nov 9, 2021 - Feb 27, 2024 |
| #6 | -1.73% Oct 27, 2025 - Dec 5, 2025 | -16.90% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -1.72% Dec 6, 2024 - Jan 21, 2025 | -13.43% Mar 26, 2012 - Jan 2, 2013 |
| #8 | -1.54% Sep 22, 2025 - Oct 24, 2025 | -12.68% Jul 3, 2014 - Feb 24, 2015 |
| #9 | -1.24% Jul 31, 2024 - Aug 13, 2024 | -10.11% Jan 26, 2018 - May 16, 2018 |
| #10 | -1.13% Feb 1, 2024 - Mar 1, 2024 | -10.01% Feb 27, 2026 - May 26, 2026 |
| #11 | -1.03% May 13, 2025 - May 27, 2025 | -8.56% Jun 8, 2021 - Oct 19, 2021 |
| #12 | -1.01% May 15, 2024 - Jun 3, 2024 | -6.75% Oct 6, 2025 - Dec 11, 2025 |
| #13 | -0.93% Sep 30, 2024 - Nov 7, 2024 | -6.71% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -0.88% May 6, 2026 - May 26, 2026 | -6.69% Jul 25, 2017 - Sep 27, 2017 |
| #15 | -0.72% Nov 8, 2024 - Nov 27, 2024 | -6.68% Apr 2, 2014 - Jun 18, 2014 |
Correlation
Correlation between FSYD and UPGD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
FSYD vs UPGD dividend yield comparison.
| Year | FSYD | UPGD |
|---|---|---|
| 2026 | 2.59% | 0.00% |
| 2025 | 6.49% | 1.75% |
| 2024 | 6.47% | 1.28% |
| 2023 | 6.70% | 1.39% |
| 2022 | 5.29% | 0.72% |
| 2021 | 0.00% | 0.52% |
| 2020 | 0.00% | 0.28% |
| 2019 | 0.00% | 0.20% |
| 2018 | 0.00% | 1.43% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 0.93% |
| 2014 | 0.00% | 0.26% |
| 2013 | 0.00% | 0.34% |
| 2012 | 0.00% | 0.35% |
| 2011 | 0.00% | 0.14% |
| 2008 | 0.00% | 0.31% |
| 2007 | 0.00% | 10.64% |
| 2006 | 0.00% | 0.60% |
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