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. It was launched on Jul 28, 1985.
Performance
VCSAX vs. FDFAX - Performance Comparison
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VCSAX vs. FDFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 6.73% | 2.11% | 13.29% | 2.38% | -1.75% | 18.56% | 10.90% | 26.08% | -7.72% | 11.79% |
FDFAX Fidelity Select Consumer Staples Portfolio | 5.95% | -1.31% | -0.14% | 3.02% | -0.44% | 14.43% | 11.60% | 31.79% | -15.91% | 12.15% |
Returns By Period
In the year-to-date period, VCSAX achieves a 6.73% return, which is significantly higher than FDFAX's 5.95% return. Over the past 10 years, VCSAX has outperformed FDFAX with an annualized return of 7.79%, while FDFAX has yielded a comparatively lower 5.17% annualized return.
VCSAX
- 1D
- 0.42%
- 1M
- -7.73%
- YTD
- 6.73%
- 6M
- 6.01%
- 1Y
- 4.71%
- 3Y*
- 7.58%
- 5Y*
- 7.46%
- 10Y*
- 7.79%
FDFAX
- 1D
- 0.40%
- 1M
- -7.93%
- YTD
- 5.95%
- 6M
- 8.03%
- 1Y
- 3.89%
- 3Y*
- 1.86%
- 5Y*
- 3.46%
- 10Y*
- 5.17%
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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.
Return for Risk
VCSAX vs. FDFAX — Risk / Return Rank
VCSAX
FDFAX
VCSAX vs. FDFAX - Risk-Adjusted Trends 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.
| VCSAX | FDFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.35 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.76 | 0.62 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.07 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.49 | +0.13 |
Martin ratioReturn relative to average drawdown | 1.56 | 1.03 | +0.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VCSAX | FDFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.35 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.25 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.35 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.81 | -0.15 |
Correlation
The correlation between VCSAX and FDFAX 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.
Dividends
VCSAX vs. FDFAX - Dividend Comparison
VCSAX's dividend yield for the trailing twelve months is around 2.15%, less than FDFAX's 6.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 2.15% | 2.26% | 2.33% | 2.65% | 2.37% | 2.99% | 2.50% | 2.44% | 2.78% | 2.52% | 2.40% | 2.56% |
FDFAX Fidelity Select Consumer Staples Portfolio | 6.08% | 6.45% | 2.73% | 5.13% | 3.34% | 10.73% | 3.16% | 2.78% | 14.36% | 8.82% | 4.71% | 9.06% |
Drawdowns
VCSAX vs. FDFAX - Drawdown Comparison
The maximum VCSAX drawdown since its inception was -34.34%, smaller than the maximum FDFAX drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for VCSAX and FDFAX.
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Drawdown Indicators
| VCSAX | FDFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.34% | -38.29% | +3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -9.18% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -15.78% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -25.08% | -27.66% | +2.58% |
Current DrawdownCurrent decline from peak | -7.73% | -8.07% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -5.18% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 4.39% | -0.67% |
Volatility
VCSAX vs. FDFAX - Volatility Comparison
Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) has a higher volatility of 3.99% compared to Fidelity Select Consumer Staples Portfolio (FDFAX) at 3.77%. This indicates that VCSAX's price experiences larger fluctuations and is considered to be riskier than FDFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCSAX | FDFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 3.77% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 9.22% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.74% | 14.74% | -1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 13.84% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.60% | 14.96% | -0.36% |