FIDU vs. PSCC
Compare and contrast key facts about Fidelity MSCI Industrials Index ETF (FIDU) and Invesco S&P SmallCap Consumer Staples ETF (PSCC).
FIDU and PSCC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIDU is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Industrials Index. It was launched on Oct 21, 2013. PSCC is a passively managed fund by Invesco that tracks the performance of the S&P Small Cap 600 Capped Consumer Staples. It was launched on Apr 7, 2010. Both FIDU and PSCC 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: FIDU or PSCC.
Key characteristics
| FIDU | PSCC | |
|---|---|---|
| YTD Return | 25.39% | 1.37% |
| 1Y Return | 41.42% | 16.40% |
| 3Y Return (Ann) | 11.52% | 3.46% |
| 5Y Return (Ann) | 14.35% | 11.13% |
| 10Y Return (Ann) | 12.07% | 9.79% |
| Sharpe Ratio | 2.88 | 0.97 |
| Sortino Ratio | 4.02 | 1.48 |
| Omega Ratio | 1.50 | 1.18 |
| Calmar Ratio | 5.86 | 1.36 |
| Martin Ratio | 19.19 | 3.47 |
| Ulcer Index | 2.16% | 4.79% |
| Daily Std Dev | 14.41% | 17.19% |
| Max Drawdown | -42.31% | -33.61% |
| Current Drawdown | -1.16% | -1.19% |
Correlation
The correlation between FIDU and PSCC is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIDU vs. PSCC - Performance Comparison
In the year-to-date period, FIDU achieves a 25.39% return, which is significantly higher than PSCC's 1.37% return. Over the past 10 years, FIDU has outperformed PSCC with an annualized return of 12.07%, while PSCC has yielded a comparatively lower 9.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIDU vs. PSCC - Expense Ratio Comparison
FIDU has a 0.08% expense ratio, which is lower than PSCC's 0.29% expense ratio.
Risk-Adjusted Performance
FIDU vs. PSCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Industrials Index ETF (FIDU) and Invesco S&P SmallCap Consumer Staples ETF (PSCC). 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
FIDU vs. PSCC - Dividend Comparison
FIDU's dividend yield for the trailing twelve months is around 1.17%, less than PSCC's 1.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDU Fidelity MSCI Industrials Index ETF | 1.17% | 1.42% | 1.48% | 1.12% | 1.28% | 1.73% | 1.99% | 1.60% | 1.63% | 1.98% | 1.55% | 0.31% |
PSCC Invesco S&P SmallCap Consumer Staples ETF | 1.81% | 1.49% | 1.29% | 1.21% | 1.59% | 1.77% | 0.94% | 1.25% | 1.48% | 1.34% | 1.60% | 0.42% |
Drawdowns
FIDU vs. PSCC - Drawdown Comparison
The maximum FIDU drawdown since its inception was -42.31%, which is greater than PSCC's maximum drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for FIDU and PSCC. For additional features, visit the drawdowns tool.
Volatility
FIDU vs. PSCC - Volatility Comparison
Fidelity MSCI Industrials Index ETF (FIDU) and Invesco S&P SmallCap Consumer Staples ETF (PSCC) have volatilities of 5.24% and 5.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.