VDC vs. FSTA
Compare and contrast key facts about Vanguard Consumer Staples ETF (VDC) and Fidelity MSCI Consumer Staples Index ETF (FSTA).
VDC and FSTA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. 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 VDC 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: VDC or FSTA.
Key characteristics
| VDC | FSTA | |
|---|---|---|
| YTD Return | 5.99% | 5.90% |
| 1Y Return | 4.86% | 4.84% |
| 3Y Return (Ann) | 6.45% | 6.36% |
| 5Y Return (Ann) | 9.25% | 9.27% |
| 10Y Return (Ann) | 8.62% | 8.57% |
| Sharpe Ratio | 0.40 | 0.39 |
| Daily Std Dev | 10.45% | 10.42% |
| Max Drawdown | -34.24% | -25.13% |
| Current Drawdown | -1.27% | -1.26% |
Correlation
The correlation between VDC 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.
Performance
VDC vs. FSTA - Performance Comparison
The year-to-date returns for both stocks are quite close, with VDC having a 5.99% return and FSTA slightly lower at 5.90%. Both investments have delivered pretty close results over the past 10 years, with VDC having a 8.62% annualized return and FSTA not far behind at 8.57%. 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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VDC vs. FSTA - Expense Ratio Comparison
VDC 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%.
Risk-Adjusted Performance
VDC vs. FSTA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples ETF (VDC) 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.
Dividends
VDC vs. FSTA - Dividend Comparison
VDC's dividend yield for the trailing twelve months is around 2.52%, less than FSTA's 2.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDC Vanguard Consumer Staples ETF | 2.52% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
FSTA Fidelity MSCI Consumer Staples Index ETF | 2.56% | 2.66% | 2.26% | 2.15% | 2.47% | 2.46% | 3.01% | 2.42% | 2.53% | 2.86% | 2.24% | 0.45% |
Drawdowns
VDC vs. FSTA - Drawdown Comparison
The maximum VDC drawdown since its inception was -34.24%, which is greater than FSTA's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for VDC and FSTA. For additional features, visit the drawdowns tool.
Volatility
VDC vs. FSTA - Volatility Comparison
Vanguard Consumer Staples ETF (VDC) and Fidelity MSCI Consumer Staples Index ETF (FSTA) have volatilities of 2.98% and 2.99%, 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.