FSTA vs. DIVO
Compare and contrast key facts about Fidelity MSCI Consumer Staples Index ETF (FSTA) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
FSTA and DIVO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FSTA is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Consumer Staples Index. It was launched on Oct 21, 2013. DIVO is an actively managed fund by Amplify Investments. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTA or DIVO.
Key characteristics
| FSTA | DIVO | |
|---|---|---|
| YTD Return | 14.83% | 19.05% |
| 1Y Return | 19.77% | 24.65% |
| 3Y Return (Ann) | 6.89% | 9.07% |
| 5Y Return (Ann) | 9.28% | 12.08% |
| Sharpe Ratio | 2.11 | 2.93 |
| Sortino Ratio | 3.04 | 4.24 |
| Omega Ratio | 1.37 | 1.55 |
| Calmar Ratio | 2.43 | 4.71 |
| Martin Ratio | 13.89 | 19.00 |
| Ulcer Index | 1.52% | 1.36% |
| Daily Std Dev | 10.01% | 8.79% |
| Max Drawdown | -25.13% | -30.04% |
| Current Drawdown | -2.09% | -0.50% |
Correlation
The correlation between FSTA and DIVO is 0.63, 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
FSTA vs. DIVO - Performance Comparison
In the year-to-date period, FSTA achieves a 14.83% return, which is significantly lower than DIVO's 19.05% 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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FSTA vs. DIVO - Expense Ratio Comparison
FSTA has a 0.08% expense ratio, which is lower than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
FSTA vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Staples Index ETF (FSTA) and Amplify CWP Enhanced Dividend Income ETF (DIVO). 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
FSTA vs. DIVO - Dividend Comparison
FSTA's dividend yield for the trailing twelve months is around 2.40%, less than DIVO's 4.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTA Fidelity MSCI Consumer Staples Index ETF | 2.40% | 2.66% | 2.26% | 2.15% | 2.47% | 2.46% | 3.01% | 2.42% | 2.53% | 2.86% | 2.24% | 0.45% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.43% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSTA vs. DIVO - Drawdown Comparison
The maximum FSTA drawdown since its inception was -25.13%, smaller than the maximum DIVO drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for FSTA and DIVO. For additional features, visit the drawdowns tool.
Volatility
FSTA vs. DIVO - Volatility Comparison
The current volatility for Fidelity MSCI Consumer Staples Index ETF (FSTA) is 2.72%, while Amplify CWP Enhanced Dividend Income ETF (DIVO) has a volatility of 3.32%. This indicates that FSTA experiences smaller price fluctuations and is considered to be less risky than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.