VCSAX vs. FDFAX
Compare and contrast key facts about Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Fidelity Select Consumer Staples Portfolio (FDFAX).
VCSAX is managed by Vanguard. It was launched on Jan 30, 2004. FDFAX is managed by Fidelity Investments. It was launched on Jul 28, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCSAX or FDFAX.
Correlation
The correlation between VCSAX and FDFAX is 0.73, 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
VCSAX vs. FDFAX - Performance Comparison
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Key characteristics
VCSAX:
0.68
FDFAX:
0.03
VCSAX:
1.20
FDFAX:
0.23
VCSAX:
1.15
FDFAX:
1.03
VCSAX:
1.16
FDFAX:
0.10
VCSAX:
3.66
FDFAX:
0.26
VCSAX:
2.83%
FDFAX:
5.10%
VCSAX:
13.31%
FDFAX:
14.65%
VCSAX:
-34.34%
FDFAX:
-38.01%
VCSAX:
-1.14%
FDFAX:
-5.42%
Returns By Period
In the year-to-date period, VCSAX achieves a 5.75% return, which is significantly higher than FDFAX's 0.87% return. Over the past 10 years, VCSAX has outperformed FDFAX with an annualized return of 8.43%, while FDFAX has yielded a comparatively lower 5.92% annualized return.
VCSAX
5.75%
0.89%
5.40%
9.26%
11.23%
8.43%
FDFAX
0.87%
0.90%
0.97%
0.91%
9.18%
5.92%
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VCSAX vs. FDFAX - Expense Ratio Comparison
VCSAX has a 0.10% expense ratio, which is lower than FDFAX's 0.73% expense ratio.
Risk-Adjusted Performance
VCSAX vs. FDFAX — Risk-Adjusted Performance Rank
VCSAX
FDFAX
VCSAX vs. FDFAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Fidelity Select Consumer Staples Portfolio (FDFAX). 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
VCSAX vs. FDFAX - Dividend Comparison
VCSAX's dividend yield for the trailing twelve months is around 2.35%, less than FDFAX's 9.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 2.35% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.77% | 2.52% | 2.40% | 2.56% | 1.92% |
FDFAX Fidelity Select Consumer Staples Portfolio | 9.12% | 8.49% | 5.13% | 3.34% | 10.73% | 3.16% | 2.78% | 14.36% | 8.82% | 4.71% | 9.30% | 5.91% |
Drawdowns
VCSAX vs. FDFAX - Drawdown Comparison
The maximum VCSAX drawdown since its inception was -34.34%, smaller than the maximum FDFAX drawdown of -38.01%. Use the drawdown chart below to compare losses from any high point for VCSAX and FDFAX. For additional features, visit the drawdowns tool.
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Volatility
VCSAX vs. FDFAX - Volatility Comparison
Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Fidelity Select Consumer Staples Portfolio (FDFAX) have volatilities of 4.39% and 4.34%, 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.
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