FDIS vs. EATZ
Compare and contrast key facts about Fidelity MSCI Consumer Discretionary Index ETF (FDIS) and AdvisorShares Restaurant ETF (EATZ).
FDIS and EATZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDIS is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Consumer Discretionary Index. It was launched on Oct 21, 2013. EATZ is an actively managed fund by AdvisorShares. It was launched on Apr 20, 2021.
Performance
FDIS vs. EATZ - Performance Comparison
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FDIS vs. EATZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | -8.53% | 5.67% | 24.43% | 40.48% | -35.23% | 10.35% |
EATZ AdvisorShares Restaurant ETF | -0.73% | -6.67% | 23.21% | 25.23% | -20.68% | -5.06% |
Returns By Period
In the year-to-date period, FDIS achieves a -8.53% return, which is significantly lower than EATZ's -0.73% return.
FDIS
- 1D
- 3.28%
- 1M
- -6.32%
- YTD
- -8.53%
- 6M
- -9.00%
- 1Y
- 11.19%
- 3Y*
- 13.41%
- 5Y*
- 4.73%
- 10Y*
- 12.66%
EATZ
- 1D
- 1.62%
- 1M
- -7.59%
- YTD
- -0.73%
- 6M
- -5.70%
- 1Y
- -4.92%
- 3Y*
- 9.29%
- 5Y*
- —
- 10Y*
- —
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FDIS vs. EATZ - Expense Ratio Comparison
FDIS has a 0.08% expense ratio, which is lower than EATZ's 1.00% expense ratio.
Return for Risk
FDIS vs. EATZ — Risk / Return Rank
FDIS
EATZ
FDIS vs. EATZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Discretionary Index ETF (FDIS) and AdvisorShares Restaurant ETF (EATZ). 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.
| FDIS | EATZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -0.23 | +0.70 |
Sortino ratioReturn per unit of downside risk | 0.86 | -0.19 | +1.05 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.98 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | -0.20 | +0.91 |
Martin ratioReturn relative to average drawdown | 2.36 | -0.38 | +2.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDIS | EATZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -0.23 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.07 | +0.51 |
Correlation
The correlation between FDIS and EATZ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FDIS vs. EATZ - Dividend Comparison
FDIS's dividend yield for the trailing twelve months is around 0.79%, more than EATZ's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | 0.79% | 0.75% | 0.69% | 0.78% | 1.00% | 0.58% | 0.59% | 1.14% | 1.29% | 1.00% | 1.62% | 1.25% |
EATZ AdvisorShares Restaurant ETF | 0.50% | 0.50% | 0.18% | 0.49% | 2.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDIS vs. EATZ - Drawdown Comparison
The maximum FDIS drawdown since its inception was -39.16%, which is greater than EATZ's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for FDIS and EATZ.
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Drawdown Indicators
| FDIS | EATZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -34.40% | -4.76% |
Max Drawdown (1Y)Largest decline over 1 year | -15.50% | -23.21% | +7.71% |
Max Drawdown (5Y)Largest decline over 5 years | -39.16% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | — | — |
Current DrawdownCurrent decline from peak | -12.73% | -18.11% | +5.38% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -13.38% | +5.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 12.13% | -7.44% |
Volatility
FDIS vs. EATZ - Volatility Comparison
Fidelity MSCI Consumer Discretionary Index ETF (FDIS) has a higher volatility of 7.39% compared to AdvisorShares Restaurant ETF (EATZ) at 5.04%. This indicates that FDIS's price experiences larger fluctuations and is considered to be riskier than EATZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDIS | EATZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 5.04% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.86% | 13.55% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.22% | 21.22% | +3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.82% | 21.65% | +2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.22% | 21.65% | +0.57% |