Correlation
The correlation between RSPS and FSTA is 0.57, 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.
RSPS vs. FSTA
Compare and contrast key facts about Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) and Fidelity MSCI Consumer Staples Index ETF (FSTA).
RSPS and FSTA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPS 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 RSPS 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: RSPS or FSTA.
Performance
RSPS vs. FSTA - Performance Comparison
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Key characteristics
RSPS:
0.07
FSTA:
1.02
RSPS:
0.08
FSTA:
1.45
RSPS:
1.01
FSTA:
1.18
RSPS:
-0.01
FSTA:
1.45
RSPS:
-0.03
FSTA:
4.57
RSPS:
4.89%
FSTA:
2.78%
RSPS:
14.02%
FSTA:
13.27%
RSPS:
-35.93%
FSTA:
-25.13%
RSPS:
-8.79%
FSTA:
-0.24%
Returns By Period
In the year-to-date period, RSPS achieves a 1.97% return, which is significantly lower than FSTA's 6.66% return. Over the past 10 years, RSPS has underperformed FSTA with an annualized return of 5.93%, while FSTA has yielded a comparatively higher 8.53% annualized return.
RSPS
1.97%
1.36%
-2.78%
-1.10%
-0.92%
4.82%
5.93%
FSTA
6.66%
2.36%
1.39%
11.63%
7.83%
10.85%
8.53%
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RSPS vs. FSTA - Expense Ratio Comparison
RSPS has a 0.40% expense ratio, which is higher than FSTA's 0.08% expense ratio.
Risk-Adjusted Performance
RSPS vs. FSTA — Risk-Adjusted Performance Rank
RSPS
FSTA
RSPS 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 (RSPS) 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.
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Dividends
RSPS vs. FSTA - Dividend Comparison
RSPS's dividend yield for the trailing twelve months is around 2.82%, more than FSTA's 2.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF | 2.82% | 2.86% | 2.78% | 2.31% | 2.07% | 2.14% | 2.12% | 2.43% | 1.90% | 1.76% | 1.77% | 1.74% |
FSTA Fidelity MSCI Consumer Staples Index ETF | 2.12% | 2.25% | 2.66% | 2.26% | 2.15% | 2.47% | 2.46% | 3.01% | 2.42% | 2.53% | 2.86% | 2.24% |
Drawdowns
RSPS vs. FSTA - Drawdown Comparison
The maximum RSPS drawdown since its inception was -35.93%, which is greater than FSTA's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for RSPS and FSTA.
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Volatility
RSPS vs. FSTA - Volatility Comparison
Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) has a higher volatility of 4.04% compared to Fidelity MSCI Consumer Staples Index ETF (FSTA) at 3.69%. This indicates that RSPS'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.
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