RHS vs. FSTA
Compare and contrast key facts about Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Fidelity MSCI Consumer Staples Index ETF (FSTA).
RHS and FSTA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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 RHS 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: RHS or FSTA.
Performance
RHS vs. FSTA - Performance Comparison
Returns By Period
In the year-to-date period, RHS achieves a -0.33% return, which is significantly lower than FSTA's 14.38% return. Over the past 10 years, RHS has underperformed FSTA with an annualized return of 5.54%, while FSTA has yielded a comparatively higher 8.30% annualized return.
RHS
-0.33%
-4.67%
-3.65%
5.23%
4.04%
5.54%
FSTA
14.38%
-1.20%
5.06%
20.25%
9.09%
8.30%
Key characteristics
| RHS | FSTA | |
|---|---|---|
| Sharpe Ratio | 0.41 | 2.02 |
| Sortino Ratio | 0.67 | 2.93 |
| Omega Ratio | 1.08 | 1.35 |
| Calmar Ratio | 0.10 | 2.30 |
| Martin Ratio | 1.48 | 13.02 |
| Ulcer Index | 3.15% | 1.54% |
| Daily Std Dev | 11.30% | 9.94% |
| Max Drawdown | -80.64% | -25.13% |
| Current Drawdown | -44.22% | -2.47% |
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RHS vs. FSTA - Expense Ratio Comparison
RHS has a 0.40% expense ratio, which is higher than FSTA's 0.08% expense ratio.
Correlation
The correlation between RHS and FSTA is 0.93, 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.
Risk-Adjusted Performance
RHS vs. FSTA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) 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
RHS vs. FSTA - Dividend Comparison
RHS's dividend yield for the trailing twelve months is around 2.95%, more than FSTA's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RHS Invesco S&P 500® Equal Weight Consumer Staples ETF | 2.95% | 2.78% | 2.31% | 2.07% | 2.14% | 2.12% | 0.59% | 0.00% | 0.00% | 0.00% | 1.74% | 1.54% |
FSTA Fidelity MSCI Consumer Staples Index ETF | 2.41% | 2.66% | 2.26% | 2.15% | 2.47% | 2.46% | 3.01% | 2.42% | 2.53% | 2.86% | 2.24% | 0.45% |
Drawdowns
RHS vs. FSTA - Drawdown Comparison
The maximum RHS drawdown since its inception was -80.64%, which is greater than FSTA's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for RHS and FSTA. For additional features, visit the drawdowns tool.
Volatility
RHS vs. FSTA - Volatility Comparison
Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Fidelity MSCI Consumer Staples Index ETF (FSTA) have volatilities of 2.76% and 2.88%, 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.