Screener
SZK vs FSTA
ProShares UltraShort Consumer Staples vs Fidelity MSCI Consumer Staples Index ETF
Key differences
Both SZK and FSTA are equity ETFs. SZK charges 0.95% a year and FSTA 0.08%. The main difference: SZK follows a inverse strategy; FSTA uses index tracking.
- SZK follows a inverse strategy; FSTA uses index tracking.
- FSTA costs 0.87% less per year.
- FSTA is much larger than SZK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FSTA has delivered higher annualized returns.
- SZK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SZK | FSTA | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.08% |
| Fund size (AUM) | $5M | $1.4B |
| Since | 2007 | 2013 |
| Dividend yield | 2.70% | 2.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | inverse | index tracking |
| CAGR 1Y | -9.0% | +7.7% |
| CAGR 3Y | -8.0% | +9.3% |
| CAGR 5Y | -5.0% | +6.8% |
| Sharpe 3Y | -0.37 | 0.50 |
| Volatility 1Y | 25.59% | 12.58% |
| Max drawdown | -86.79% | -25.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.