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FSTA vs UTES

Comparison between FIDELITY MSCI CONSUMER STAPLES INDEX ETF (FSTA, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

FSTA is from the Consumer Defensive sector, while UTES is from the Utilities sector.

5-Year PerformanceUTES has outperformed FSTA, delivering a return of +14.0% compared to +7.1%

FSTA vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FSTA
$1.40B
UTES
$1.30B
Expense Ratio
Winner
FSTA
0.08%
UTES
0.49%
Max Drawdown
Winner
FSTA
25.71%
UTES
35.71%
Sharpe Ratio
Winner
FSTA
0.29
UTES
-0.28
5Y Beta
Winner
FSTA
0.21
UTES
0.69
P/E Ratio
FSTA
28.66
Winner
UTES
25.28
Forward P/E
FSTA
20.78
Winner
UTES
18.93
PEG Ratio
Winner
FSTA
0.79
UTES
1.04
5Y Dividends CAGR
Winner
FSTA
3.19%
UTES
1.74%
5Y EPS CAGR
Winner
FSTA
12.71%
UTES
7.26%
Debt to Equity
Winner
FSTA
49.64%
UTES
209.82%
P/S Ratio
Winner
FSTA
1.17
UTES
2.81
P/B Ratio
FSTA
4.76
Winner
UTES
2.93

FSTA vs UTES - Holdings Comparison

FSTA and UTES have 0 common holdings. Overlap is 0.00%

FSTA's top 25 holdings weight is 79.62%. UTES's top 25 holdings weight is 99.93%.

RankFSTAUTES
#1
WALMART INC (WMT) - 13.52%
CONSTELLATION ENERGY CORP (CEG) - 11.53%
#2
COSTCO WHOLESALE CORP (COST) - 11.24%
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.86%
#3
PROCTER & GAMBLE CO (PG) - 8.76%
VISTRA CORP (VST) - 9.69%
#4
COCA-COLA CO (KO) - 8.02%
XCEL ENERGY INC (XEL) - 7.16%
#5
PHILIP MORRIS INTERNATIONAL INC (PM) - 4.52%
CENTERPOINT ENERGY INC (CNP) - 6.59%
#6
PEPSICO INC (PEP) - 4.13%
NISOURCE INC (NI) - 5.26%
#7
ALTRIA GROUP INC (MO) - 4.00%
ALLIANT ENERGY CORP (LNT) - 4.84%
#8
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.57%
AMERICAN ELECTRIC POWER CO INC (AEP) - 4.82%
#9
COLGATE-PALMOLIVE CO (CL) - 2.34%
ENTERGY CORP (ETR) - 4.78%
#10
MONSTER BEVERAGE CORP (MNST) - 2.34%
IDACORP INC (IDA) - 4.77%
#11
TARGET CORP (TGT) - 2.17%
WEC ENERGY GROUP INC (WEC) - 4.37%
#12
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.50%
AMEREN CORP (AEE) - 4.08%
#13
KEURIG DR PEPPER INC (KDP) - 1.41%
NEXTERA ENERGY INC (NEE) - 4.07%
#14
SYSCO CORP (SYY) - 1.41%
NRG ENERGY INC (NRG) - 4.06%
#15
KENVUE INC (KVUE) - 1.35%
DTE ENERGY CO (DTE) - 3.99%
#16
KIMBERLY-CLARK CORP (KMB) - 1.33%
CMS ENERGY CORP (CMS) - 3.68%
#17
THE KROGER CO (KR) - 1.26%
PINNACLE WEST CAPITAL CORP (PNW) - 3.02%
#18
CASEY'S GENERAL STORES INC (CASY) - 1.21%
SEMPRA (SRE) - 1.94%
#19
DOLLAR GENERAL CORP (DG) - 1.07%
EVERGY INC (EVRG) - 0.42%
#20
DOLLAR TREE INC (DLTR) - 1.00%
N/A
#21
THE HERSHEY CO (HSY) - 0.96%
N/A
#22
THE KRAFT HEINZ CO (KHC) - 0.90%
N/A
#23
CHURCH & DWIGHT CO INC (CHD) - 0.90%
N/A
#24
US FOODS HOLDING CORP (USFD) - 0.87%
N/A
#25
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 0.84%
N/A
Total Holdings9719

FSTA vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FSTA
+0.52%
UTES
-5.72%
3M
Winner
FSTA
+1.17%
UTES
-6.38%
6M
FSTA
-2.33%
Winner
UTES
+0.29%
1Y
Winner
FSTA
+6.33%
UTES
-5.01%
5Y(CAGR)
FSTA
+7.11%
Winner
UTES
+14.01%
10Y(CAGR)
FSTA
+7.79%
Winner
UTES
+11.82%
Max(CAGR)
FSTA
+8.78%
Winner
UTES
+13.30%

FSTA vs UTES - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFSTAUTES
2026+10.87%-4.33%
2025+2.20%+22.66%
2024+12.05%+43.95%
2023+2.71%-1.97%
2022-1.78%+1.90%
2021+18.74%+23.82%
2020+12.00%+1.59%
2019+27.21%+27.65%
2018-7.93%+6.28%
2017+12.28%+14.80%
2016+7.30%+16.95%
2015+6.35%+5.54%
2014+16.90%N/A
2013+3.29%N/A

FSTA vs UTES Drawdown Comparison

The maximum drawdown for FSTA was -25.09%, occurring on Mar 23, 2020. Recovery took 124 trading sessions.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current FSTA drawdown is -4.26%. The current UTES drawdown is -11.47%.

RankFSTAUTES
#1-25.09%
Feb 14, 2020 - Aug 12, 2020		-35.37%
Feb 18, 2020 - Apr 20, 2021
#2-16.57%
Apr 20, 2022 - Mar 6, 2024		-20.39%
Sep 12, 2022 - Apr 25, 2024
#3-15.80%
Jan 26, 2018 - Apr 17, 2019		-17.62%
Jan 24, 2025 - May 19, 2025
#4-10.05%
Aug 5, 2015 - Oct 22, 2015		-15.99%
Apr 8, 2022 - Aug 12, 2022
#5-9.29%
Feb 27, 2026 - Mar 20, 2026		-13.88%
Oct 15, 2025 - Feb 4, 2026
#6-9.03%
Jul 14, 2016 - Feb 21, 2017		-13.20%
Nov 27, 2017 - Jul 6, 2018
#7-8.78%
Feb 25, 2025 - Aug 20, 2025		-12.43%
Jul 6, 2016 - Mar 24, 2017
#8-7.93%
Jan 4, 2022 - Apr 6, 2022		-10.42%
Nov 26, 2024 - Jan 16, 2025
#9-7.79%
Aug 20, 2025 - Jan 14, 2026		-9.80%
Dec 31, 2021 - Mar 24, 2022
#10-7.44%
Dec 30, 2013 - Mar 31, 2014		-8.97%
Dec 13, 2018 - Feb 21, 2019
#11-7.12%
Nov 29, 2024 - Feb 13, 2025		-8.59%
Sep 2, 2021 - Dec 6, 2021
#12-7.02%
Jun 5, 2017 - Dec 5, 2017		-7.78%
Oct 4, 2024 - Nov 18, 2024
#13-6.28%
Sep 2, 2020 - Oct 12, 2020		-6.74%
Aug 4, 2025 - Oct 1, 2025
#14-6.22%
Oct 12, 2020 - Nov 11, 2020		-6.63%
Sep 30, 2019 - Jan 15, 2020
#15-6.16%
Dec 29, 2015 - Feb 25, 2016		-6.45%
May 31, 2024 - Aug 15, 2024

Correlation

Correlation between FSTA and UTES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2013 - 2026)

FSTA vs UTES dividend yield comparison.

YearFSTAUTES
20261.09%0.74%
20252.34%1.42%
20242.25%1.51%
20232.66%2.44%
20222.26%2.13%
20212.15%1.94%
20202.47%2.09%
20192.46%1.84%
20183.01%2.09%
20172.42%3.44%
20162.53%3.53%
20152.86%0.61%
20142.24%0.00%
20130.45%0.00%

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