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VCSAX vs. FSTA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VCSAX vs. FSTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Fidelity MSCI Consumer Staples Index ETF (FSTA). The values are adjusted to include any dividend payments, if applicable.

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VCSAX vs. FSTA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
FSTA
Fidelity MSCI Consumer Staples Index ETF
6.98%1.82%13.31%2.29%-1.72%17.44%10.96%26.84%-8.49%12.71%

Returns By Period

The year-to-date returns for both investments are quite close, with VCSAX having a 6.73% return and FSTA slightly higher at 6.98%. Both investments have delivered pretty close results over the past 10 years, with VCSAX having a 7.79% annualized return and FSTA not far behind at 7.69%.


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%

FSTA

1D
0.19%
1M
-7.53%
YTD
6.98%
6M
6.22%
1Y
4.72%
3Y*
7.59%
5Y*
7.27%
10Y*
7.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VCSAX vs. FSTA - Expense Ratio Comparison

VCSAX has a 0.10% expense ratio, which is higher than FSTA'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%.


Return for Risk

VCSAX vs. FSTA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VCSAX
VCSAX Risk / Return Rank: 1818
Overall Rank
VCSAX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
VCSAX Sortino Ratio Rank: 1818
Sortino Ratio Rank
VCSAX Omega Ratio Rank: 1616
Omega Ratio Rank
VCSAX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VCSAX Martin Ratio Rank: 1616
Martin Ratio Rank

FSTA
FSTA Risk / Return Rank: 2525
Overall Rank
FSTA Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
FSTA Sortino Ratio Rank: 2323
Sortino Ratio Rank
FSTA Omega Ratio Rank: 2121
Omega Ratio Rank
FSTA Calmar Ratio Rank: 3030
Calmar Ratio Rank
FSTA Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VCSAX vs. FSTA - 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 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.


VCSAXFSTADifference

Sharpe ratio

Return per unit of total volatility

0.46

0.35

+0.11

Sortino ratio

Return per unit of downside risk

0.76

0.60

+0.16

Omega ratio

Gain probability vs. loss probability

1.09

1.07

+0.02

Calmar ratio

Return relative to maximum drawdown

0.62

0.68

-0.05

Martin ratio

Return relative to average drawdown

1.56

1.67

-0.11

VCSAX vs. FSTA - Sharpe Ratio Comparison

The current VCSAX Sharpe Ratio is 0.46, which is higher than the FSTA Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of VCSAX and FSTA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VCSAXFSTADifference

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

0.56

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.53

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.63

+0.03

Correlation

The correlation between VCSAX and FSTA 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.


Dividends

VCSAX vs. FSTA - Dividend Comparison

VCSAX's dividend yield for the trailing twelve months is around 2.15%, less than FSTA's 2.22% yield.


TTM20252024202320222021202020192018201720162015
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%
FSTA
Fidelity MSCI Consumer Staples Index ETF
2.22%2.34%2.25%2.66%2.26%2.15%2.47%2.46%3.01%2.42%2.53%2.86%

Drawdowns

VCSAX vs. FSTA - Drawdown Comparison

The maximum VCSAX drawdown since its inception was -34.34%, which is greater than FSTA's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for VCSAX and FSTA.


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Drawdown Indicators


VCSAXFSTADifference

Max Drawdown

Largest peak-to-trough decline

-34.34%

-25.13%

-9.21%

Max Drawdown (1Y)

Largest decline over 1 year

-9.28%

-9.29%

+0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-16.56%

-16.58%

+0.02%

Max Drawdown (10Y)

Largest decline over 10 years

-25.08%

-25.13%

+0.05%

Current Drawdown

Current decline from peak

-7.73%

-7.53%

-0.20%

Average Drawdown

Average peak-to-trough decline

-3.72%

-3.51%

-0.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.72%

3.77%

-0.05%

Volatility

VCSAX vs. FSTA - Volatility Comparison

Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Fidelity MSCI Consumer Staples Index ETF (FSTA) have volatilities of 3.99% and 3.90%, 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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Volatility by Period


VCSAXFSTADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.99%

3.90%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

8.98%

8.96%

+0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

13.74%

13.69%

+0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.00%

12.94%

+0.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.60%

14.50%

+0.10%