FSTA vs INCM
Comparison between FIDELITY MSCI CONSUMER STAPLES INDEX ETF (FSTA, ETF) and Franklin Income Focus ETF (INCM, ETF).
FSTA vs INCM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSTA
$1.40B
Winner
INCM
$1.50B
Expense Ratio
Winner
FSTA
0.08%
INCM
0.38%
Max Drawdown
FSTA
25.71%
Winner
INCM
8.94%
Sharpe Ratio
FSTA
0.03
Winner
INCM
1.94
5Y Beta
Winner
FSTA
0.24
INCM
0.32
P/E Ratio
FSTA
27.63
INCM
N/A
Forward P/E
FSTA
20.12
INCM
N/A
PEG Ratio
FSTA
0.72
INCM
N/A
5Y Dividends CAGR
FSTA
2.82%
INCM
N/A
5Y EPS CAGR
FSTA
10.62%
INCM
N/A
Debt to Equity
FSTA
108.77%
INCM
N/A
P/S Ratio
FSTA
1.21
INCM
N/A
P/B Ratio
FSTA
4.83
INCM
N/A
FSTA vs INCM - Historical Returns
Returns include dividend reinvestment.
1M
FSTA
-2.21%
Winner
INCM
-0.53%
3M
FSTA
-2.26%
Winner
INCM
+1.00%
6M
Winner
FSTA
+6.70%
INCM
+6.50%
1Y
FSTA
+4.43%
Winner
INCM
+15.12%
5Y(CAGR)
FSTA
+6.31%
INCM
N/A
10Y(CAGR)
FSTA
+7.75%
INCM
N/A
Max(CAGR)
FSTA
+8.64%
Winner
INCM
+10.61%
FSTA vs INCM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FSTA | INCM |
|---|---|---|
| 2026 | +7.58% | +5.52% |
| 2025 | +2.20% | +12.81% |
| 2024 | +12.05% | +6.50% |
| 2023 | +2.71% | +5.77% |
| 2022 | -1.78% | N/A |
| 2021 | +18.74% | N/A |
| 2020 | +12.00% | N/A |
| 2019 | +27.21% | N/A |
| 2018 | -7.93% | N/A |
| 2017 | +12.28% | N/A |
| 2016 | +7.30% | N/A |
| 2015 | +6.35% | N/A |
| 2014 | +16.90% | N/A |
| 2013 | +3.29% | N/A |
FSTA vs INCM Drawdown Comparison
The maximum drawdown for FSTA was -25.09%, occurring on Mar 23, 2020. Recovery took 124 trading sessions.
The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.
The current FSTA drawdown is -7.10%. The current INCM drawdown is -1.26%.
| Rank | FSTA | INCM |
|---|---|---|
| #1 | -25.09% Feb 14, 2020 - Aug 12, 2020 | -7.84% Feb 28, 2025 - Jun 9, 2025 |
| #2 | -16.57% Apr 20, 2022 - Mar 6, 2024 | -6.74% Jul 24, 2023 - Dec 1, 2023 |
| #3 | -15.80% Jan 26, 2018 - Apr 17, 2019 | -3.91% Nov 29, 2024 - Feb 19, 2025 |
| #4 | -10.05% Aug 5, 2015 - Oct 22, 2015 | -3.19% Feb 27, 2026 - Apr 17, 2026 |
| #5 | -9.29% Feb 27, 2026 - Mar 20, 2026 | -3.03% Mar 28, 2024 - May 15, 2024 |
| #6 | -9.03% Jul 14, 2016 - Feb 21, 2017 | -2.51% Jan 22, 2024 - Mar 11, 2024 |
| #7 | -8.78% Feb 25, 2025 - Aug 20, 2025 | -2.30% Jan 16, 2024 - Jan 22, 2024 |
| #8 | -7.93% Jan 4, 2022 - Apr 6, 2022 | -1.96% Jul 31, 2024 - Aug 15, 2024 |
| #9 | -7.79% Aug 20, 2025 - Jan 14, 2026 | -1.75% Oct 16, 2024 - Nov 27, 2024 |
| #10 | -7.44% Dec 30, 2013 - Mar 31, 2014 | -1.66% Oct 27, 2025 - Nov 12, 2025 |
| #11 | -7.12% Nov 29, 2024 - Feb 13, 2025 | -1.30% May 15, 2024 - Jun 5, 2024 |
| #12 | -7.02% Jun 5, 2017 - Dec 5, 2017 | -1.26% May 29, 2026 - Jun 5, 2026 |
| #13 | -6.28% Sep 2, 2020 - Oct 12, 2020 | -1.22% Nov 12, 2025 - Nov 25, 2025 |
| #14 | -6.22% Oct 12, 2020 - Nov 11, 2020 | -1.14% Jun 15, 2023 - Jul 12, 2023 |
| #15 | -6.16% Dec 29, 2015 - Feb 25, 2016 | -1.09% Jul 17, 2024 - Jul 30, 2024 |
Correlation
Correlation between FSTA and INCM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2013 - 2026)
FSTA vs INCM dividend yield comparison.
| Year | FSTA | INCM |
|---|---|---|
| 2026 | 0.55% | 2.27% |
| 2025 | 2.34% | 4.96% |
| 2024 | 2.25% | 5.06% |
| 2023 | 2.66% | 3.01% |
| 2022 | 2.26% | 0.00% |
| 2021 | 2.15% | 0.00% |
| 2020 | 2.47% | 0.00% |
| 2019 | 2.46% | 0.00% |
| 2018 | 3.01% | 0.00% |
| 2017 | 2.42% | 0.00% |
| 2016 | 2.53% | 0.00% |
| 2015 | 2.86% | 0.00% |
| 2014 | 2.24% | 0.00% |
| 2013 | 0.45% | 0.00% |
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