IYK vs. FSTA - ETF Comparison
IYK - iShares U.S. Consumer Staples ETF
The iShares U.S. Consumer Staples ETF provides exposure to a diversified portfolio of large-cap consumer staples companies in the United States, offering a blend of different sectors including consumer goods and discretionary firms. The fund tracks the Russell 1000 Consumer Staples RIC 22.5/45 Capped Index, providing a market-cap weighted approach to investing in the consumer staples sector.
FSTA - Fidelity MSCI Consumer Staples Index ETF
The Fidelity MSCI Consumer Staples Index ETF (FSTA) tracks the MSCI USA IMI Consumer Staples 25/50 Index, providing broad-based exposure to the consumer staples sector in the United States. With a competitive expense ratio, the fund offers a diversified portfolio of large-cap stocks, making it an attractive option for investors seeking to implement a sector rotation strategy or gain exposure to a specific segment of the US market.
IYK | FSTA | |
---|---|---|
Fund Name | iShares U.S. Consumer Staples ETF | Fidelity MSCI Consumer Staples Index ETF |
Fund Provider | BlackRock | Fidelity |
Index | Russell 1000 Consumer Staples RIC 22.5/45 Capped Index | MSCI USA IMI Consumer Staples 25/50 Index |
Asset Class | Equity | Equity |
Listing | US-listed | US-listed |
Expense Ratio | 0.40% | 0.08% |
Inception Date | 2000-06-12 | 2013-10-21 |
Number Of Holdings | 56 | 105 |
Currency | USD | USD |
Region | United States | United States |
Investment Style | Blend | Blend |
Market Cap | Large-Cap | Large-Cap |
Sector | Consumer Staples | Consumer Staples |
Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.