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IYK vs FSTA

iShares US Consumer Staples ETF vs Fidelity MSCI Consumer Staples Index ETF

IYK

iShares US Consumer Staples ETF

iShares

Annual cost

0.38%

Fund size

$1.4B

FSTA

Fidelity MSCI Consumer Staples Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$1.4B

Key differences

  • FSTA costs 0.30% less per year.
  • Over the last 3 years, FSTA has delivered higher annualized returns.
  • IYK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYKFSTA
Annual cost (TER)0.38%0.08%
Fund size (AUM)$1.4B$1.4B
Since20002013
Dividend yield2.63%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+6.1%
CAGR 3Y+5.0%+7.7%
CAGR 5Y+6.7%+6.7%
Sharpe 3Y0.170.39
Volatility 1Y11.91%12.15%
Max drawdown-33.19%-25.13%

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

Similar to IYK and FSTA