Screener
FDIS vs IYK
Fidelity MSCI Consumer Discretionary Index ETF vs iShares US Consumer Staples ETF
Key differences
Both FDIS and IYK are equity ETFs. FDIS charges 0.08% a year and IYK 0.38%. The main difference: FDIS costs 0.30% less per year.
- FDIS costs 0.30% less per year.
- Over the last three years, FDIS has delivered higher annualized returns.
- IYK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDIS | IYK | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.38% |
| Fund size (AUM) | $1.8B | $1.6B |
| Since | 2013 | 2000 |
| Dividend yield | 0.71% | 2.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +10.6% | +7.2% |
| CAGR 3Y | +15.0% | +6.8% |
| CAGR 5Y | +6.3% | +6.5% |
| Sharpe 3Y | 0.60 | 0.31 |
| Volatility 1Y | 18.52% | 12.59% |
| Max drawdown | -39.16% | -33.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.