FSTA vs. PBJ

In the year-to-date period, FSTA achieves a 4.08% return, which is significantly higher than PBJ's 2.08% return. Over the past 10 years, FSTA has outperformed PBJ with an annualized return of 8.20%, while PBJ has yielded a comparatively lower 5.21% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSTA has a 0.08% expense ratio, which is lower than PBJ's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Staples Index ETF (FSTA) and Invesco Dynamic Food & Beverage ETF (PBJ). 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.

The current FSTA Sharpe Ratio is 0.65, which is higher than the PBJ Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of FSTA and PBJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSTA has not paid dividends to shareholders, while PBJ's dividend yield for the trailing twelve months is around 1.42%.

The maximum FSTA drawdown since its inception was -25.13%, smaller than the maximum PBJ drawdown of -39.15%. Use the drawdown chart below to compare losses from any high point for FSTA and PBJ. For additional features, visit the drawdowns tool.

Fidelity MSCI Consumer Staples Index ETF (FSTA) has a higher volatility of 4.31% compared to Invesco Dynamic Food & Beverage ETF (PBJ) at 4.00%. This indicates that FSTA's price experiences larger fluctuations and is considered to be riskier than PBJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.