PSCC vs. FSTA
Compare and contrast key facts about Invesco S&P SmallCap Consumer Staples ETF (PSCC) and Fidelity MSCI Consumer Staples Index ETF (FSTA).
PSCC and FSTA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSCC is a passively managed fund by Invesco that tracks the performance of the S&P Small Cap 600 Capped Consumer Staples. It was launched on Apr 7, 2010. 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 PSCC 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCC or FSTA.
Performance
PSCC vs. FSTA - Performance Comparison
Returns By Period
In the year-to-date period, PSCC achieves a 3.48% return, which is significantly lower than FSTA's 16.13% return. Over the past 10 years, PSCC has outperformed FSTA with an annualized return of 9.96%, while FSTA has yielded a comparatively lower 8.46% annualized return.
PSCC
3.48%
5.62%
9.09%
14.14%
11.56%
9.96%
FSTA
16.13%
0.53%
7.60%
20.74%
9.56%
8.46%
Key characteristics
| PSCC | FSTA | |
|---|---|---|
| Sharpe Ratio | 0.92 | 2.18 |
| Sortino Ratio | 1.38 | 3.15 |
| Omega Ratio | 1.17 | 1.38 |
| Calmar Ratio | 1.54 | 2.70 |
| Martin Ratio | 3.22 | 14.02 |
| Ulcer Index | 4.79% | 1.55% |
| Daily Std Dev | 16.70% | 10.00% |
| Max Drawdown | -33.61% | -25.13% |
| Current Drawdown | 0.00% | -0.98% |
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PSCC vs. FSTA - Expense Ratio Comparison
PSCC has a 0.29% expense ratio, which is higher than FSTA's 0.08% expense ratio.
Correlation
The correlation between PSCC and FSTA is 0.58, 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.
Risk-Adjusted Performance
PSCC vs. FSTA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Consumer Staples ETF (PSCC) 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.
Dividends
PSCC vs. FSTA - Dividend Comparison
PSCC's dividend yield for the trailing twelve months is around 1.77%, less than FSTA's 2.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCC Invesco S&P SmallCap Consumer Staples ETF | 1.77% | 1.49% | 1.29% | 1.21% | 1.59% | 1.77% | 0.94% | 1.25% | 1.48% | 1.34% | 1.60% | 0.42% |
FSTA Fidelity MSCI Consumer Staples Index ETF | 2.37% | 2.66% | 2.26% | 2.15% | 2.47% | 2.46% | 3.01% | 2.42% | 2.53% | 2.86% | 2.24% | 0.45% |
Drawdowns
PSCC vs. FSTA - Drawdown Comparison
The maximum PSCC drawdown since its inception was -33.61%, which is greater than FSTA's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for PSCC and FSTA. For additional features, visit the drawdowns tool.
Volatility
PSCC vs. FSTA - Volatility Comparison
Invesco S&P SmallCap Consumer Staples ETF (PSCC) has a higher volatility of 4.86% compared to Fidelity MSCI Consumer Staples Index ETF (FSTA) at 3.01%. This indicates that PSCC's price experiences larger fluctuations and is considered to be riskier than FSTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.