FSTA vs. VDC
Compare and contrast key facts about Fidelity MSCI Consumer Staples Index ETF (FSTA) and Vanguard Consumer Staples ETF (VDC).
FSTA and VDC 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. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. Both FSTA and VDC 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 VDC.
Key characteristics
| FSTA | VDC | |
|---|---|---|
| YTD Return | 14.83% | 14.96% |
| 1Y Return | 19.77% | 19.76% |
| 3Y Return (Ann) | 6.89% | 7.00% |
| 5Y Return (Ann) | 9.28% | 9.37% |
| 10Y Return (Ann) | 8.48% | 8.54% |
| Sharpe Ratio | 2.11 | 2.14 |
| Sortino Ratio | 3.04 | 3.07 |
| Omega Ratio | 1.37 | 1.37 |
| Calmar Ratio | 2.43 | 2.49 |
| Martin Ratio | 13.89 | 14.09 |
| Ulcer Index | 1.52% | 1.50% |
| Daily Std Dev | 10.01% | 9.90% |
| Max Drawdown | -25.13% | -34.24% |
| Current Drawdown | -2.09% | -1.97% |
Correlation
The correlation between FSTA and VDC is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSTA vs. VDC - Performance Comparison
The year-to-date returns for both investments are quite close, with FSTA having a 14.83% return and VDC slightly higher at 14.96%. Both investments have delivered pretty close results over the past 10 years, with FSTA having a 8.48% annualized return and VDC not far ahead at 8.54%. 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. VDC - Expense Ratio Comparison
FSTA has a 0.08% expense ratio, which is lower than VDC's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FSTA vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Staples Index ETF (FSTA) and Vanguard Consumer Staples ETF (VDC). 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. VDC - Dividend Comparison
FSTA's dividend yield for the trailing twelve months is around 2.40%, less than VDC's 2.56% 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% |
VDC Vanguard Consumer Staples ETF | 2.56% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
Drawdowns
FSTA vs. VDC - Drawdown Comparison
The maximum FSTA drawdown since its inception was -25.13%, smaller than the maximum VDC drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for FSTA and VDC. For additional features, visit the drawdowns tool.
Volatility
FSTA vs. VDC - Volatility Comparison
Fidelity MSCI Consumer Staples Index ETF (FSTA) and Vanguard Consumer Staples ETF (VDC) have volatilities of 2.72% and 2.68%, 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.