FTXG vs. FSTA
Compare and contrast key facts about First Trust Nasdaq Food & Beverage ETF (FTXG) and Fidelity MSCI Consumer Staples Index ETF (FSTA).
FTXG and FSTA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTXG is a passively managed fund by First Trust that tracks the performance of the Nasdaq U.S. Smart Food & Beverage Index. It was launched on Sep 20, 2016. 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. Both FTXG and FSTA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FTXG vs. FSTA - Performance Comparison
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FTXG vs. FSTA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTXG First Trust Nasdaq Food & Beverage ETF | 6.13% | -6.52% | -2.52% | -6.48% | 6.15% | 13.48% | 6.63% | 23.97% | -12.09% | 5.64% |
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% |
Returns By Period
In the year-to-date period, FTXG achieves a 6.13% return, which is significantly lower than FSTA's 6.98% return.
FTXG
- 1D
- 0.25%
- 1M
- -7.14%
- YTD
- 6.13%
- 6M
- 4.64%
- 1Y
- -3.70%
- 3Y*
- -3.17%
- 5Y*
- -0.48%
- 10Y*
- —
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%
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FTXG vs. FSTA - Expense Ratio Comparison
FTXG has a 0.60% expense ratio, which is higher than FSTA's 0.08% expense ratio.
Return for Risk
FTXG vs. FSTA — Risk / Return Rank
FTXG
FSTA
FTXG vs. FSTA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Food & Beverage ETF (FTXG) and Fidelity MSCI Consumer Staples Index ETF (FSTA). 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.
| FTXG | FSTA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.35 | -0.59 |
Sortino ratioReturn per unit of downside risk | -0.24 | 0.60 | -0.84 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.07 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.23 | 0.68 | -0.90 |
Martin ratioReturn relative to average drawdown | -0.42 | 1.67 | -2.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTXG | FSTA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.35 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.56 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.63 | -0.44 |
Correlation
The correlation between FTXG and FSTA is 0.64, 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
FTXG vs. FSTA - Dividend Comparison
FTXG's dividend yield for the trailing twelve months is around 2.74%, more than FSTA's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTXG First Trust Nasdaq Food & Beverage ETF | 2.74% | 2.93% | 2.75% | 4.27% | 1.50% | 1.52% | 1.35% | 1.25% | 1.37% | 1.56% | 0.30% | 0.00% |
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% |
Drawdowns
FTXG vs. FSTA - Drawdown Comparison
The maximum FTXG drawdown since its inception was -31.52%, which is greater than FSTA's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for FTXG and FSTA.
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Drawdown Indicators
| FTXG | FSTA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.52% | -25.13% | -6.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -9.29% | -3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -21.68% | -16.58% | -5.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.13% | — |
Current DrawdownCurrent decline from peak | -14.54% | -7.53% | -7.01% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -3.51% | -4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.61% | 3.77% | +2.84% |
Volatility
FTXG vs. FSTA - Volatility Comparison
First Trust Nasdaq Food & Beverage ETF (FTXG) and Fidelity MSCI Consumer Staples Index ETF (FSTA) have volatilities of 4.00% and 3.90%, 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.
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Volatility by Period
| FTXG | FSTA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 3.90% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 8.96% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 13.69% | +1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.67% | 12.94% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 14.50% | +2.20% |