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FDIS vs PSCC

Fidelity MSCI Consumer Discretionary Index ETF vs Invesco S&P SmallCap Consumer Staples ETF

FDIS

Fidelity MSCI Consumer Discretionary Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$1.8B

PSCC

Invesco S&P SmallCap Consumer Staples ETF

Invesco

Annual cost

0.29%

Fund size

$35M

Key differences

  • FDIS costs 0.21% less per year.
  • FDIS is significantly larger than PSCC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FDIS has delivered higher annualized returns.

Side-by-side comparison

FDISPSCC
Annual cost (TER)0.08%0.29%
Fund size (AUM)$1.8B$35M
Since20132010
Dividend yield0.72%2.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.2%-4.0%
CAGR 3Y+16.8%-1.1%
CAGR 5Y+6.5%+0.6%
Sharpe 3Y0.68-0.18
Volatility 1Y18.43%16.49%
Max drawdown-39.16%-33.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FDIS and PSCC