IYT vs. FDIS
Compare and contrast key facts about iShares Transportation Average ETF (IYT) and Fidelity MSCI Consumer Discretionary Index ETF (FDIS).
IYT and FDIS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYT is a passively managed fund by iShares that tracks the performance of the Dow Jones Transportation Average Index. It was launched on Oct 10, 2003. FDIS is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Consumer Discretionary Index. It was launched on Oct 21, 2013. Both IYT and FDIS 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: IYT or FDIS.
Correlation
The correlation between IYT and FDIS is 0.76, 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
IYT vs. FDIS - Performance Comparison
Key characteristics
IYT:
-0.41
FDIS:
0.41
IYT:
-0.45
FDIS:
0.75
IYT:
0.94
FDIS:
1.10
IYT:
-0.39
FDIS:
0.38
IYT:
-1.30
FDIS:
1.21
IYT:
7.94%
FDIS:
8.55%
IYT:
24.74%
FDIS:
25.61%
IYT:
-60.39%
FDIS:
-39.16%
IYT:
-20.23%
FDIS:
-18.42%
Returns By Period
In the year-to-date period, IYT achieves a -11.20% return, which is significantly higher than FDIS's -12.90% return. Over the past 10 years, IYT has underperformed FDIS with an annualized return of 5.62%, while FDIS has yielded a comparatively higher 11.85% annualized return.
IYT
-11.20%
-8.41%
-13.51%
-8.09%
11.22%
5.62%
FDIS
-12.90%
-2.99%
-3.41%
8.72%
14.45%
11.85%
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IYT vs. FDIS - Expense Ratio Comparison
IYT has a 0.42% expense ratio, which is higher than FDIS's 0.08% expense ratio.
Risk-Adjusted Performance
IYT vs. FDIS — Risk-Adjusted Performance Rank
IYT
FDIS
IYT vs. FDIS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Transportation Average ETF (IYT) and Fidelity MSCI Consumer Discretionary Index ETF (FDIS). 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
IYT vs. FDIS - Dividend Comparison
IYT's dividend yield for the trailing twelve months is around 1.27%, more than FDIS's 0.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYT iShares Transportation Average ETF | 1.27% | 1.08% | 1.26% | 1.40% | 0.77% | 0.93% | 1.29% | 1.35% | 0.92% | 0.96% | 1.28% | 0.70% |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | 0.85% | 0.69% | 0.78% | 1.00% | 0.58% | 0.59% | 1.14% | 1.29% | 1.00% | 1.62% | 1.25% | 1.01% |
Drawdowns
IYT vs. FDIS - Drawdown Comparison
The maximum IYT drawdown since its inception was -60.39%, which is greater than FDIS's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for IYT and FDIS. For additional features, visit the drawdowns tool.
Volatility
IYT vs. FDIS - Volatility Comparison
iShares Transportation Average ETF (IYT) and Fidelity MSCI Consumer Discretionary Index ETF (FDIS) have volatilities of 16.88% and 16.30%, 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.