FSTA vs. RHS
Compare and contrast key facts about Fidelity MSCI Consumer Staples Index ETF (FSTA) and Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS).
FSTA and RHS 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. RHS is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Consumer Staples -SEC. It was launched on Nov 1, 2006. Both FSTA and RHS 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: FSTA or RHS.
Correlation
The correlation between FSTA and RHS is 0.57, 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. RHS - Performance Comparison
Key characteristics
FSTA:
0.87
RHS:
-0.21
FSTA:
1.32
RHS:
-0.20
FSTA:
1.17
RHS:
0.98
FSTA:
1.30
RHS:
-0.06
FSTA:
4.14
RHS:
-0.59
FSTA:
2.76%
RHS:
4.96%
FSTA:
13.11%
RHS:
13.91%
FSTA:
-25.13%
RHS:
-80.64%
FSTA:
-3.07%
RHS:
-44.08%
Returns By Period
In the year-to-date period, FSTA achieves a 3.63% return, which is significantly higher than RHS's 1.40% return. Over the past 10 years, FSTA has outperformed RHS with an annualized return of 8.33%, while RHS has yielded a comparatively lower 5.12% annualized return.
FSTA
3.63%
1.70%
2.70%
10.88%
10.62%
8.33%
RHS
1.40%
0.56%
-2.28%
-3.22%
5.13%
5.12%
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FSTA vs. RHS - Expense Ratio Comparison
FSTA has a 0.08% expense ratio, which is lower than RHS's 0.40% expense ratio.
Risk-Adjusted Performance
FSTA vs. RHS — Risk-Adjusted Performance Rank
FSTA
RHS
FSTA vs. RHS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Staples Index ETF (FSTA) and Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS). 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. RHS - Dividend Comparison
FSTA's dividend yield for the trailing twelve months is around 2.18%, less than RHS's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTA Fidelity MSCI Consumer Staples Index ETF | 2.18% | 2.25% | 2.66% | 2.26% | 2.15% | 2.47% | 2.46% | 3.01% | 2.42% | 2.53% | 2.86% | 2.24% |
RHS Invesco S&P 500® Equal Weight Consumer Staples ETF | 2.84% | 2.86% | 2.78% | 2.31% | 2.07% | 2.14% | 2.12% | 0.59% | 0.00% | 0.00% | 0.00% | 1.74% |
Drawdowns
FSTA vs. RHS - Drawdown Comparison
The maximum FSTA drawdown since its inception was -25.13%, smaller than the maximum RHS drawdown of -80.64%. Use the drawdown chart below to compare losses from any high point for FSTA and RHS. For additional features, visit the drawdowns tool.
Volatility
FSTA vs. RHS - Volatility Comparison
Fidelity MSCI Consumer Staples Index ETF (FSTA) has a higher volatility of 7.92% compared to Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) at 7.43%. This indicates that FSTA's price experiences larger fluctuations and is considered to be riskier than RHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.