FDIS vs. IYC
Compare and contrast key facts about Fidelity MSCI Consumer Discretionary Index ETF (FDIS) and iShares US Consumer Services ETF (IYC).
FDIS and IYC 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. IYC is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Consumer Services Index. It was launched on Jun 28, 2000. Both FDIS and IYC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDIS or IYC.
Correlation
The correlation between FDIS and IYC is 0.96, 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.
Performance
FDIS vs. IYC - Performance Comparison
Key characteristics
FDIS:
1.14
IYC:
1.61
FDIS:
1.61
IYC:
2.19
FDIS:
1.20
IYC:
1.28
FDIS:
1.34
IYC:
2.22
FDIS:
5.49
IYC:
8.26
FDIS:
3.88%
IYC:
2.96%
FDIS:
18.67%
IYC:
15.19%
FDIS:
-39.16%
IYC:
-53.10%
FDIS:
-8.77%
IYC:
-4.30%
Returns By Period
In the year-to-date period, FDIS achieves a -2.60% return, which is significantly lower than IYC's 0.74% return. Over the past 10 years, FDIS has outperformed IYC with an annualized return of 13.21%, while IYC has yielded a comparatively lower 11.27% annualized return.
FDIS
-2.60%
-5.65%
13.80%
18.47%
14.02%
13.21%
IYC
0.74%
-2.23%
15.63%
22.03%
11.15%
11.27%
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FDIS vs. IYC - Expense Ratio Comparison
FDIS has a 0.08% expense ratio, which is lower than IYC's 0.42% expense ratio.
Risk-Adjusted Performance
FDIS vs. IYC — Risk-Adjusted Performance Rank
FDIS
IYC
FDIS vs. IYC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Discretionary Index ETF (FDIS) and iShares US Consumer Services ETF (IYC). 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.
Dividends
FDIS vs. IYC - Dividend Comparison
FDIS's dividend yield for the trailing twelve months is around 0.71%, more than IYC's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | 0.71% | 0.69% | 0.78% | 1.00% | 0.58% | 0.59% | 1.14% | 1.29% | 1.00% | 1.62% | 1.25% | 1.01% |
IYC iShares US Consumer Services ETF | 0.46% | 0.47% | 0.68% | 0.68% | 0.39% | 0.65% | 0.89% | 0.90% | 0.92% | 1.10% | 1.03% | 0.78% |
Drawdowns
FDIS vs. IYC - Drawdown Comparison
The maximum FDIS drawdown since its inception was -39.16%, smaller than the maximum IYC drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for FDIS and IYC. For additional features, visit the drawdowns tool.
Volatility
FDIS vs. IYC - Volatility Comparison
Fidelity MSCI Consumer Discretionary Index ETF (FDIS) has a higher volatility of 5.09% compared to iShares US Consumer Services ETF (IYC) at 4.23%. This indicates that FDIS's price experiences larger fluctuations and is considered to be riskier than IYC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.