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FSTA vs. FIDU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSTA vs. FIDU - Performance Comparison

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

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FSTA vs. FIDU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSTA
Fidelity MSCI Consumer Staples Index ETF
6.98%1.82%13.31%2.29%-1.72%17.44%10.96%26.84%-8.49%12.71%
FIDU
Fidelity MSCI Industrials Index ETF
5.22%18.61%16.51%22.62%-8.36%20.96%13.72%30.69%-13.85%22.22%

Returns By Period

In the year-to-date period, FSTA achieves a 6.98% return, which is significantly higher than FIDU's 5.22% return. Over the past 10 years, FSTA has underperformed FIDU with an annualized return of 7.69%, while FIDU has yielded a comparatively higher 13.49% annualized return.


FSTA

1D
0.19%
1M
-7.53%
YTD
6.98%
6M
6.22%
1Y
4.72%
3Y*
7.59%
5Y*
7.27%
10Y*
7.69%

FIDU

1D
3.42%
1M
-8.29%
YTD
5.22%
6M
6.09%
1Y
27.77%
3Y*
19.43%
5Y*
12.06%
10Y*
13.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSTA vs. FIDU - Expense Ratio Comparison

Both FSTA and FIDU 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%.


Return for Risk

FSTA vs. FIDU — Risk / Return Rank

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

FSTA
FSTA Risk / Return Rank: 2525
Overall Rank
FSTA Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
FSTA Sortino Ratio Rank: 2323
Sortino Ratio Rank
FSTA Omega Ratio Rank: 2121
Omega Ratio Rank
FSTA Calmar Ratio Rank: 3030
Calmar Ratio Rank
FSTA Martin Ratio Rank: 2525
Martin Ratio Rank

FIDU
FIDU Risk / Return Rank: 8080
Overall Rank
FIDU Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
FIDU Sortino Ratio Rank: 7979
Sortino Ratio Rank
FIDU Omega Ratio Rank: 7676
Omega Ratio Rank
FIDU Calmar Ratio Rank: 8383
Calmar Ratio Rank
FIDU Martin Ratio Rank: 8383
Martin Ratio Rank
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.

FSTA vs. FIDU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Staples Index ETF (FSTA) and Fidelity MSCI Industrials Index ETF (FIDU). 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.


FSTAFIDUDifference

Sharpe ratio

Return per unit of total volatility

0.35

1.36

-1.02

Sortino ratio

Return per unit of downside risk

0.60

1.97

-1.38

Omega ratio

Gain probability vs. loss probability

1.07

1.27

-0.20

Calmar ratio

Return relative to maximum drawdown

0.68

2.26

-1.58

Martin ratio

Return relative to average drawdown

1.67

8.87

-7.20

FSTA vs. FIDU - Sharpe Ratio Comparison

The current FSTA Sharpe Ratio is 0.35, which is lower than the FIDU Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of FSTA and FIDU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FSTAFIDUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.35

1.36

-1.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.67

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.67

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.63

0.00

Correlation

The correlation between FSTA and FIDU is 0.54, 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.


Dividends

FSTA vs. FIDU - Dividend Comparison

FSTA's dividend yield for the trailing twelve months is around 2.22%, more than FIDU's 1.04% yield.


TTM20252024202320222021202020192018201720162015
FSTA
Fidelity MSCI Consumer Staples Index ETF
2.22%2.34%2.25%2.66%2.26%2.15%2.47%2.46%3.01%2.42%2.53%2.86%
FIDU
Fidelity MSCI Industrials Index ETF
1.04%1.02%1.42%1.42%1.48%1.12%1.28%1.73%1.99%1.60%1.63%1.98%

Drawdowns

FSTA vs. FIDU - Drawdown Comparison

The maximum FSTA drawdown since its inception was -25.13%, smaller than the maximum FIDU drawdown of -42.31%. Use the drawdown chart below to compare losses from any high point for FSTA and FIDU.


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Drawdown Indicators


FSTAFIDUDifference

Max Drawdown

Largest peak-to-trough decline

-25.13%

-42.31%

+17.18%

Max Drawdown (1Y)

Largest decline over 1 year

-9.29%

-12.53%

+3.24%

Max Drawdown (5Y)

Largest decline over 5 years

-16.58%

-22.87%

+6.29%

Max Drawdown (10Y)

Largest decline over 10 years

-25.13%

-42.31%

+17.18%

Current Drawdown

Current decline from peak

-7.53%

-9.23%

+1.70%

Average Drawdown

Average peak-to-trough decline

-3.51%

-4.84%

+1.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.77%

3.19%

+0.58%

Volatility

FSTA vs. FIDU - Volatility Comparison

The current volatility for Fidelity MSCI Consumer Staples Index ETF (FSTA) is 3.90%, while Fidelity MSCI Industrials Index ETF (FIDU) has a volatility of 7.00%. This indicates that FSTA experiences smaller price fluctuations and is considered to be less risky than FIDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSTAFIDUDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.90%

7.00%

-3.10%

Volatility (6M)

Calculated over the trailing 6-month period

8.96%

12.55%

-3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

13.69%

20.44%

-6.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.94%

18.07%

-5.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.50%

20.19%

-5.69%