FCPI vs ESN
Comparison between FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF) and ESSENTIAL 40 STOCK ETF (ESN, ETF).
FCPI vs ESN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FCPI
$280M
ESN
$279M
Expense Ratio
Winner
FCPI
0.15%
ESN
0.70%
Max Drawdown
FCPI
37.71%
Winner
ESN
13.60%
Sharpe Ratio
FCPI
1.27
Winner
ESN
2.08
5Y Beta
FCPI
0.90
Winner
ESN
0.67
P/E Ratio
Winner
FCPI
18.33
ESN
22.98
Forward P/E
Winner
FCPI
15.84
ESN
17.75
PEG Ratio
Winner
FCPI
0.15
ESN
0.40
5Y Dividends CAGR
FCPI
1.62%
ESN
N/A
5Y EPS CAGR
Winner
FCPI
30.76%
ESN
12.21%
Debt to Equity
FCPI
51.60%
ESN
N/A
P/S Ratio
FCPI
3.00
Winner
ESN
1.58
P/B Ratio
FCPI
4.36
Winner
ESN
3.73
FCPI vs ESN - Holdings Comparison
FCPI and ESN have 9 common holdings. Overlap is 14.01%
FCPI's top 25 holdings weight is 63.44%. ESN's top 25 holdings weight is 67.63%.
| Rank | FCPI | ESN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.62% | INTEL CORP (INTC) - 5.82% |
| #2 | APPLE INC (AAPL) - 5.70% | PALO ALTO NETWORKS INC (PANW) - 3.39% |
| #3 | MICROSOFT CORP (MSFT) - 4.05% | MARATHON PETROLEUM CORP (MPC) - 3.10% |
| #4 | APA CORP (APA) - 3.48% | FEDEX CORP (FDX) - 2.97% |
| #5 | NEWMONT CORP (NEM) - 3.17% | FORD MOTOR CO (F) - 2.83% |
| #6 | TECHNIPFMC PLC (FTI) - 3.12% | APPLE INC (AAPL) - 2.74% |
| #7 | ANGLOGOLD ASHANTI PLC (AU) - 2.97% | VERIZON COMMUNICATIONS INC (VZ) - 2.67% |
| #8 | BROADCOM INC (AVGO) - 2.94% | DELTA AIR LINES INC (DAL) - 2.67% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.81% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #10 | SIMON PROPERTY GROUP INC (SPG) - 2.20% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.59% |
| #11 | CNX RESOURCES CORP (CNX) - 2.15% | CVS HEALTH CORP (CVS) - 2.59% |
| #12 | ALTRIA GROUP INC (MO) - 2.01% | ORACLE CORP (ORCL) - 2.58% |
| #13 | NRG ENERGY INC (NRG) - 2.00% | EXXON MOBIL CORP (XOM) - 2.58% |
| #14 | MONSTER BEVERAGE CORP (MNST) - 1.97% | FREEPORT-MCMORAN INC (FCX) - 2.54% |
| #15 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.97% | AMAZON.COM INC (AMZN) - 2.52% |
| #16 | MAPLEBEAR INC (CART) - 1.95% | NUTRIEN LTD (NTR) - 2.47% |
| #17 | NATIONAL FUEL GAS CO (NFG) - 1.94% | UNITEDHEALTH GROUP INC (UNH) - 2.47% |
| #18 | MICRON TECHNOLOGY INC (MU) - 1.84% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.84% | DUKE ENERGY CORP (DUK) - 2.34% |
| #20 | COLGATE-PALMOLIVE CO (CL) - 1.73% | PFIZER INC (PFE) - 2.32% |
| #21 | MERCK & CO INC (MRK) - 1.52% | ELI LILLY AND CO (LLY) - 2.31% |
| #22 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.44% | CHUBB LTD (CB) - 2.30% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 1.40% | CME GROUP INC CLASS A (CME) - 2.29% |
| #24 | UNITED THERAPEUTICS CORP (UTHR) - 1.31% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #25 | n/a (n/a) - 1.31% | MASCO CORP (MAS) - 2.27% |
| Total Holdings | 102 | 42 |
FCPI vs ESN - Historical Returns
Returns include dividend reinvestment.
1M
FCPI
+2.13%
Winner
ESN
+3.63%
3M
FCPI
+10.25%
Winner
ESN
+11.15%
6M
FCPI
+9.99%
Winner
ESN
+15.34%
1Y
FCPI
+21.50%
Winner
ESN
+26.90%
5Y(CAGR)
FCPI
+14.67%
ESN
N/A
Max(CAGR)
FCPI
+14.81%
Winner
ESN
+17.81%
FCPI vs ESN - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | FCPI | ESN |
|---|---|---|
| 2026 | +10.51% | +15.49% |
| 2025 | +15.44% | +16.95% |
| 2024 | +25.29% | -2.98% |
| 2023 | +16.77% | N/A |
| 2022 | -7.67% | N/A |
| 2021 | +35.59% | N/A |
| 2020 | +2.01% | N/A |
| 2019 | +4.43% | N/A |
FCPI vs ESN Drawdown Comparison
The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current FCPI drawdown is -0.41%.
| Rank | FCPI | ESN |
|---|---|---|
| #1 | -37.24% Jan 17, 2020 - Jan 6, 2021 | -13.60% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -18.25% Mar 29, 2022 - Nov 30, 2023 | -6.42% Mar 2, 2026 - Apr 17, 2026 |
| #3 | -17.43% Feb 19, 2025 - Jun 26, 2025 | -5.60% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -7.90% Jan 4, 2022 - Mar 29, 2022 | -4.90% Oct 27, 2025 - Jan 5, 2026 |
| #5 | -7.87% Feb 25, 2026 - Apr 14, 2026 | -3.18% Jul 10, 2025 - Aug 15, 2025 |
| #6 | -7.48% Jul 16, 2024 - Aug 23, 2024 | -2.86% Oct 21, 2024 - Nov 6, 2024 |
| #7 | -7.03% Nov 29, 2024 - Jan 23, 2025 | -2.19% Oct 6, 2025 - Oct 24, 2025 |
| #8 | -5.55% Nov 24, 2021 - Dec 23, 2021 | -2.13% May 29, 2026 - Jun 12, 2026 |
| #9 | -5.55% Mar 28, 2024 - May 14, 2024 | -1.86% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -5.42% Aug 30, 2024 - Sep 19, 2024 | -1.80% Feb 11, 2026 - Feb 27, 2026 |
| #11 | -5.16% Feb 10, 2021 - Mar 11, 2021 | -1.39% Jan 15, 2026 - Jan 22, 2026 |
| #12 | -4.59% Jun 30, 2021 - Aug 24, 2021 | -1.17% Feb 4, 2026 - Feb 6, 2026 |
| #13 | -4.56% Jun 2, 2026 - Jun 10, 2026 | -0.92% May 14, 2026 - May 20, 2026 |
| #14 | -4.50% Sep 2, 2021 - Oct 14, 2021 | -0.84% Apr 30, 2026 - May 5, 2026 |
| #15 | -4.48% Nov 12, 2025 - Dec 11, 2025 | -0.74% Sep 11, 2025 - Sep 18, 2025 |
Correlation
Correlation between FCPI and ESN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2019 - 2026)
FCPI vs ESN dividend yield comparison.
| Year | FCPI | ESN |
|---|---|---|
| 2026 | 0.37% | 0.00% |
| 2025 | 1.74% | 0.91% |
| 2024 | 1.29% | 0.76% |
| 2023 | 1.88% | 0.00% |
| 2022 | 1.77% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 3.53% | 0.00% |
| 2019 | 0.43% | 0.00% |
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