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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 +17.2% compared to +7.3%

FSTA vs UTES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FSTA
$1.40B
UTES
$1.40B
Expense Ratio
Winner
FSTA
0.08%
UTES
0.49%
Max Drawdown
Winner
FSTA
25.71%
UTES
35.71%
Sharpe Ratio
FSTA
0.28
Winner
UTES
0.51
5Y Beta
Winner
FSTA
0.23
UTES
0.72
P/E Ratio
Winner
FSTA
26.77
UTES
27.29
Forward P/E
FSTA
20.25
Winner
UTES
19.98
PEG Ratio
Winner
FSTA
0.57
UTES
1.05
5Y Dividends CAGR
Winner
FSTA
3.19%
UTES
1.74%
5Y EPS CAGR
Winner
FSTA
10.31%
UTES
8.87%
Debt to Equity
Winner
FSTA
108.93%
UTES
219.65%
P/S Ratio
Winner
FSTA
1.16
UTES
3.09
P/B Ratio
FSTA
4.63
Winner
UTES
3.07

FSTA vs UTES - Holdings Comparison

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

FSTA's top 25 holdings weight is 80.43%. UTES's top 25 holdings weight is 99.85%.

RankFSTAUTES
#1
WALMART INC (WMT) - 14.55%
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30%
#2
COSTCO WHOLESALE CORP (COST) - 11.75%
CONSTELLATION ENERGY CORP (CEG) - 10.71%
#3
PROCTER & GAMBLE CO (PG) - 8.96%
VISTRA CORP (VST) - 10.05%
#4
COCA-COLA CO (KO) - 7.87%
XCEL ENERGY INC (XEL) - 6.73%
#5
PEPSICO INC (PEP) - 4.36%
CENTERPOINT ENERGY INC (CNP) - 6.46%
#6
PHILIP MORRIS INTERNATIONAL INC (PM) - 4.34%
ENTERGY CORP (ETR) - 5.01%
#7
ALTRIA GROUP INC (MO) - 3.80%
ALLIANT ENERGY CORP (LNT) - 4.94%
#8
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.63%
AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84%
#9
COLGATE-PALMOLIVE CO (CL) - 2.35%
SEMPRA (SRE) - 4.73%
#10
MONSTER BEVERAGE CORP (MNST) - 2.29%
IDACORP INC (IDA) - 4.38%
#11
TARGET CORP (TGT) - 2.01%
WEC ENERGY GROUP INC (WEC) - 4.25%
#12
KEURIG DR PEPPER INC (KDP) - 1.45%
NRG ENERGY INC (NRG) - 4.08%
#13
SYSCO CORP (SYY) - 1.38%
DTE ENERGY CO (DTE) - 3.91%
#14
THE KROGER CO (KR) - 1.35%
AMEREN CORP (AEE) - 3.80%
#15
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.34%
NEXTERA ENERGY INC (NEE) - 3.75%
#16
KENVUE INC (KVUE) - 1.28%
NISOURCE INC (NI) - 3.57%
#17
KIMBERLY-CLARK CORP (KMB) - 1.26%
CMS ENERGY CORP (CMS) - 3.50%
#18
CASEY'S GENERAL STORES INC (CASY) - 1.21%
PINNACLE WEST CAPITAL CORP (PNW) - 2.84%
#19
THE HERSHEY CO (HSY) - 0.99%
N/A
#20
DOLLAR GENERAL CORP (DG) - 0.95%
N/A
#21
CHURCH & DWIGHT CO INC (CHD) - 0.92%
N/A
#22
US FOODS HOLDING CORP (USFD) - 0.87%
N/A
#23
DOLLAR TREE INC (DLTR) - 0.85%
N/A
#24
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 0.85%
N/A
#25
THE KRAFT HEINZ CO (KHC) - 0.82%
N/A
Total Holdings9818

FSTA vs UTES - Historical Returns

Returns include dividend reinvestment.

1M
FSTA
-0.47%
Winner
UTES
+1.25%
3M
FSTA
+3.26%
Winner
UTES
+5.63%
6M
Winner
FSTA
+8.89%
UTES
+4.75%
1Y
FSTA
+5.29%
Winner
UTES
+11.50%
5Y(CAGR)
FSTA
+7.26%
Winner
UTES
+17.20%
10Y(CAGR)
FSTA
+7.71%
Winner
UTES
+12.80%
Max(CAGR)
FSTA
+8.72%
Winner
UTES
+14.23%

FSTA vs UTES - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFSTAUTES
2026+8.97%+2.92%
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 -5.90%. The current UTES drawdown is -4.76%.

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 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2013 - 2026)

FSTA vs UTES dividend yield comparison.

YearFSTAUTES
20261.11%0.69%
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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Compare UTES with:

GLOV
ETF
Net Assets
$1.50B
GOLDMAN SACHS ACTIVEBETA(R) WORLD LOW VOL PLUS EQUITY ETF
IDEQ
ETF
Net Assets
$1.40B
LAZARD INTERNATIONAL DYNAMIC EQUITY ETF
IAI
ETF
Net Assets
$1.40B
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF