VCR vs. FDIS
Compare and contrast key facts about Vanguard Consumer Discretionary ETF (VCR) and Fidelity MSCI Consumer Discretionary Index ETF (FDIS).
VCR and FDIS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. 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 VCR 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: VCR or FDIS.
Key characteristics
| VCR | FDIS | |
|---|---|---|
| YTD Return | 0.93% | 1.04% |
| 1Y Return | 26.57% | 26.80% |
| 3Y Return (Ann) | 0.60% | 0.61% |
| 5Y Return (Ann) | 12.33% | 12.36% |
| 10Y Return (Ann) | 12.96% | 13.16% |
| Sharpe Ratio | 1.44 | 1.46 |
| Daily Std Dev | 17.71% | 17.58% |
| Max Drawdown | -61.54% | -39.16% |
| Current Drawdown | -11.82% | -11.74% |
Correlation
The correlation between VCR and FDIS is 0.99, 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
VCR vs. FDIS - Performance Comparison
In the year-to-date period, VCR achieves a 0.93% return, which is significantly lower than FDIS's 1.04% return. Both investments have delivered pretty close results over the past 10 years, with VCR having a 12.96% annualized return and FDIS not far ahead at 13.16%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VCR vs. FDIS - Expense Ratio Comparison
VCR has a 0.10% expense ratio, which is higher than FDIS's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VCR vs. FDIS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) 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
VCR vs. FDIS - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.81%, more than FDIS's 0.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | 0.81% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% | 0.84% |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | 0.77% | 0.78% | 1.00% | 0.58% | 0.59% | 1.14% | 1.29% | 1.00% | 1.62% | 1.25% | 1.01% | 0.28% |
Drawdowns
VCR vs. FDIS - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, which is greater than FDIS's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for VCR and FDIS. For additional features, visit the drawdowns tool.
Volatility
VCR vs. FDIS - Volatility Comparison
Vanguard Consumer Discretionary ETF (VCR) and Fidelity MSCI Consumer Discretionary Index ETF (FDIS) have volatilities of 5.44% and 5.38%, 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.