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FSTA vs IEDI

Fidelity MSCI Consumer Staples Index ETF vs iShares U.S. Consumer Focused ETF

FSTA

Fidelity MSCI Consumer Staples Index ETF

Annual cost

0.08%

Fund size

$1.4B

IEDI

iShares U.S. Consumer Focused ETF

Annual cost

0.18%

Fund size

$27M

Key differences

Both FSTA and IEDI are equity ETFs. FSTA charges 0.08% a year and IEDI 0.18%. The main difference: FSTA follows a index tracking strategy; IEDI uses active selection.

  • FSTA follows a index tracking strategy; IEDI uses active selection.
  • FSTA costs 0.10% less per year.
  • FSTA is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IEDI has delivered higher annualized returns.
  • FSTA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSTAIEDI
Annual cost (TER)0.08%0.18%
Fund size (AUM)$1.4B$27M
Since20132018
Dividend yield2.23%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.7%+4.3%
CAGR 3Y+9.3%+14.4%
CAGR 5Y+6.8%+6.8%
Sharpe 3Y0.500.73
Volatility 1Y12.58%13.51%
Max drawdown-25.13%-30.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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