DGRO vs. FSTA

Last updated Jun 14, 2026

DGRO (iShares Core Dividend Growth ETF) and FSTA (Fidelity MSCI Consumer Staples Index ETF) are both exchange-traded funds - DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index, while FSTA is a Consumer Staples Equities fund tracking the MSCI USA IMI Consumer Staples Index. Both are passively managed. Over the past 10 years, DGRO returned 13.52%/yr vs 8.01%/yr for FSTA. A 0.69 correlation means they provide meaningful diversification when combined. Both charge a 0.08% expense ratio.

Performance

DGRO vs. FSTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core Dividend Growth ETF (DGRO) and Fidelity MSCI Consumer Staples Index ETF (FSTA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DGRO achieves a 9.86% return, which is significantly lower than FSTA's 10.62% return. Over the past 10 years, DGRO has outperformed FSTA with an annualized return of 13.52%, while FSTA has yielded a comparatively lower 8.01% annualized return.

DGRO

• 1D: 0.69%
• 1M: 3.48%
• YTD: 9.86%
• 6M: 9.27%
• 1Y: 23.49%
• 3Y*: 16.74%
• 5Y*: 10.82%
• 10Y*: 13.52%

FSTA

• 1D: 0.69%
• 1M: 0.50%
• YTD: 10.62%
• 6M: 8.66%
• 1Y: 8.41%
• 3Y*: 8.97%
• 5Y*: 7.07%
• 10Y*: 8.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DGRO vs. FSTA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DGRO iShares Core Dividend Growth ETF	9.86%	15.69%	16.62%	10.47%	-7.91%	26.64%	9.50%	29.87%	-2.38%	23.00%
FSTA Fidelity MSCI Consumer Staples Index ETF	10.62%	1.82%	13.31%	2.29%	-1.72%	17.44%	10.96%	26.84%	-8.49%	12.71%

Correlation

The correlation between DGRO and FSTA is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (5Y) Calculated over the trailing 5-year period	0.68
Correlation (10Y) Calculated over the trailing 10-year period	0.67
Correlation (All Time) Calculated using the full available price history since Jun 12, 2014	0.69

Over the past year, the correlation between DGRO and FSTA has dropped to 0.42 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.

DGRO vs. FSTA - Sectors Allocation Comparison

Sectors	DGRO	FSTA
Technology	22.0%	-
Financial Services	20.6%	-
Healthcare	16.5%	0.0%
Consumer Defensive	11.1%	97.6%
Industrials	10.4%	0.3%
Utilities	6.4%	-
Consumer Cyclical	5.4%	1.7%
Energy	5.1%	-
Basic Materials	2.4%	0.3%
Communication Services	0.1%	-
Real Estate	-	-

Return for Risk

DGRO vs. FSTA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DGRO

DGRO Risk / Return Rank: 82
DGRO Sharpe Ratio Rank: 84
DGRO Sortino Ratio Rank: 87
DGRO Omega Ratio Rank: 82
DGRO Calmar Ratio Rank: 77
DGRO Martin Ratio Rank: 79

FSTA

FSTA Risk / Return Rank: 19
FSTA Sharpe Ratio Rank: 20
FSTA Sortino Ratio Rank: 19
FSTA Omega Ratio Rank: 18
FSTA Calmar Ratio Rank: 20
FSTA Martin Ratio Rank: 18

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DGRO vs. FSTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and Fidelity MSCI Consumer Staples Index ETF (FSTA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DGRO	FSTA	Difference
Sharpe ratio: Return per unit of total volatility	2.34	0.57	+1.76
Sortino ratio: Return per unit of downside risk	3.40	0.91	+2.48
Omega ratio: Gain probability vs. loss probability	1.42	1.10	+0.31
Calmar ratio: Return relative to maximum drawdown	3.46	0.78	+2.68
Martin ratio: Return relative to average drawdown	13.36	1.56	+11.80

DGRO vs. FSTA - Sharpe Ratio Comparison

The current DGRO Sharpe Ratio is 2.34, which is higher than the FSTA Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of DGRO and FSTA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DGRO vs. FSTA - Drawdown Comparison

The maximum DGRO drawdown since its inception was -35.10%, which is greater than FSTA's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for DGRO and FSTA.

Drawdown Indicators

	DGRO	FSTA	Difference
Max Drawdown Largest peak-to-trough decline	-35.10%	-25.13%	-9.97%
Max Drawdown (1Y) Largest decline over 1 year	-6.47%	-9.29%	+2.82%
Max Drawdown (3Y) Largest decline over 3 years	-14.03%	-11.76%	-2.27%
Max Drawdown (5Y) Largest decline over 5 years	-19.31%	-16.58%	-2.73%
Max Drawdown (10Y) Largest decline over 10 years	-35.10%	-25.13%	-9.97%
Current Drawdown Current decline from peak	0.00%	-4.38%	+4.38%
Average Drawdown Average peak-to-trough decline	-3.44%	-3.56%	+0.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.68%	4.62%	-2.94%

Volatility

DGRO vs. FSTA - Volatility Comparison

The current volatility for iShares Core Dividend Growth ETF (DGRO) is 2.64%, while Fidelity MSCI Consumer Staples Index ETF (FSTA) has a volatility of 4.62%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than FSTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DGRO	FSTA	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.64%	4.62%	-1.98%
Volatility (6M) Calculated over the trailing 6-month period	6.96%	10.03%	-3.07%
Volatility (1Y) Calculated over the trailing 1-year period	9.59%	12.58%	-2.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.83%	13.15%	+0.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.62%	14.57%	+2.05%

DGRO vs. FSTA - Expense Ratio Comparison

Both DGRO and FSTA have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

DGRO vs. FSTA - Dividend Comparison

DGRO's dividend yield for the trailing twelve months is around 1.94%, less than FSTA's 2.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRO iShares Core Dividend Growth ETF	1.94%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%
FSTA Fidelity MSCI Consumer Staples Index ETF	2.15%	2.34%	2.25%	2.66%	2.26%	2.15%	2.47%	2.46%	3.01%	2.42%	2.53%	2.86%

Frequently Asked Questions

Can I hold both DGRO and FSTA in my portfolio?

DGRO and FSTA have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DGRO or FSTA?

FSTA has higher volatility (4.62%) compared to DGRO (2.64%). In terms of maximum drawdown, DGRO dropped -35.10% vs FSTA's -25.13%.

Which ETF is better, DGRO or FSTA?

On 10-year performance, DGRO leads with 13.52% vs 8.01% for FSTA. Both ETFs have the same 0.08% expense ratio. On volatility, DGRO has been the lower-risk option at 2.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DGRO or FSTA?

Over the 10-year period, DGRO has performed better with a 13.52% return vs 8.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DGRO or FSTA?

DGRO and FSTA have the same expense ratio: 0.08% per year.

Which ETF pays a higher dividend yield, DGRO or FSTA?

FSTA has the higher dividend yield at 2.15%, compared with 1.94% for DGRO.

What is the main difference between DGRO and FSTA?

DGRO is categorized as Large Cap Growth Equities, while FSTA is Consumer Staples Equities. DGRO tracks Morningstar US Dividend Growth Index, while FSTA tracks MSCI USA IMI Consumer Staples Index. They also come from different issuers: iShares and Fidelity.

Which has better risk-adjusted returns?

DGRO currently has the higher Sharpe Ratio (2.34 vs 0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.