FSTA vs ZROZ

Comparison between FIDELITY MSCI CONSUMER STAPLES INDEX ETF (FSTA, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceFSTA has outperformed ZROZ, delivering a return of +7.0% compared to -11.4%

FSTA vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FSTA(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.08%	0.15%
Max Drawdown	25.71%	67.48%
Sharpe Ratio	0.29	-0.21
5Y Beta	0.26	0.11
P/E Ratio	27.88	N/A
Forward P/E	20.78	N/A
PEG Ratio	0.68	N/A
5Y Dividends CAGR	2.82%	3.66%
5Y EPS CAGR	10.34%	N/A
Debt to Equity	103.42%	N/A
P/S Ratio	1.23	N/A
P/B Ratio	4.82	N/A

Net Assets

FSTA

$1.40B

ZROZ

$1.40B

Expense Ratio

Winner

FSTA

0.08%

ZROZ

0.15%

Max Drawdown

Winner

FSTA

25.71%

ZROZ

67.48%

Sharpe Ratio

Winner

FSTA

0.29

ZROZ

-0.21

5Y Beta

FSTA

0.26

Winner

ZROZ

0.11

P/E Ratio

FSTA

27.88

ZROZ

N/A

Forward P/E

FSTA

20.78

ZROZ

N/A

PEG Ratio

FSTA

0.68

ZROZ

N/A

5Y Dividends CAGR

FSTA

2.82%

Winner

ZROZ

3.66%

5Y EPS CAGR

FSTA

10.34%

ZROZ

N/A

Debt to Equity

FSTA

103.42%

ZROZ

N/A

P/S Ratio

FSTA

1.23

ZROZ

N/A

P/B Ratio

FSTA

4.82

ZROZ

N/A

FSTA vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	FSTA	ZROZ
1 month	+1.07%	-1.33%
3 months	-2.54%	-0.95%
6 months	+11.24%	-4.75%
1 year	+7.00%	+0.27%
5 years(CAGR)	+6.96%	-11.36%
10 years(CAGR)	+7.99%	-3.79%
Max(CAGR)	+8.87%	+2.14%

Winner

FSTA

+1.07%

ZROZ

-1.33%

FSTA

-2.54%

Winner

ZROZ

-0.95%

Winner

FSTA

+11.24%

ZROZ

-4.75%

Winner

FSTA

+7.00%

ZROZ

+0.27%

5Y(CAGR)

Winner

FSTA

+6.96%

ZROZ

-11.36%

10Y(CAGR)

Winner

FSTA

+7.99%

ZROZ

-3.79%

Max(CAGR)

Winner

FSTA

+8.87%

ZROZ

+2.14%

FSTA vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	FSTA	ZROZ
2026	+9.69%	-0.16%
2025	+2.20%	-1.87%
2024	+12.05%	-15.03%
2023	+2.71%	-1.52%
2022	-1.78%	-39.26%
2021	+18.74%	-4.79%
2020	+12.00%	+22.56%
2019	+27.21%	+20.05%
2018	-7.93%	-3.51%
2017	+12.28%	+13.87%
2016	+7.30%	-0.31%
2015	+6.35%	-7.39%
2014	+16.90%	+48.29%
2013	+3.29%	-19.11%
2012	N/A	+3.51%
2011	N/A	+61.75%
2010	N/A	+9.96%
2009	N/A	-6.29%

FSTA vs ZROZ Drawdown Comparison

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

The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current FSTA drawdown is -5.28%. The current ZROZ drawdown is -59.76%.

Rank	FSTA	ZROZ
#1	-25.09% Feb 14, 2020 - Aug 12, 2020	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-16.57% Apr 20, 2022 - Mar 6, 2024	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-15.80% Jan 26, 2018 - Apr 17, 2019	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-10.05% Aug 5, 2015 - Oct 22, 2015	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-9.29% Feb 27, 2026 - Mar 20, 2026	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-9.03% Jul 14, 2016 - Feb 21, 2017	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-8.78% Feb 25, 2025 - Aug 20, 2025	-17.49% Dec 19, 2011 - May 17, 2012
#8	-7.93% Jan 4, 2022 - Apr 6, 2022	-15.67% Nov 27, 2009 - May 6, 2010
#9	-7.79% Aug 20, 2025 - Jan 14, 2026	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-7.44% Dec 30, 2013 - Mar 31, 2014	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-7.12% Nov 29, 2024 - Feb 13, 2025	-8.29% May 6, 2010 - May 20, 2010
#12	-7.02% Jun 5, 2017 - Dec 5, 2017	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-6.28% Sep 2, 2020 - Oct 12, 2020	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-6.22% Oct 12, 2020 - Nov 11, 2020	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-6.16% Dec 29, 2015 - Feb 25, 2016	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between FSTA and ZROZ is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.19

-101

Dividend Comparison (2009 - 2026)

FSTA vs ZROZ dividend yield comparison.

Year	FSTA	ZROZ
2026	0.54%	1.30%
2025	2.34%	4.96%
2024	2.25%	4.58%
2023	2.66%	3.52%
2022	2.26%	2.76%
2021	2.15%	1.60%
2020	2.47%	1.68%
2019	2.46%	2.22%
2018	3.01%	2.06%
2017	2.42%	2.53%
2016	2.53%	3.00%
2015	2.86%	2.98%
2014	2.24%	2.60%
2013	0.45%	4.28%
2012	0.00%	3.16%
2011	0.00%	2.99%
2010	0.00%	4.55%
2009	0.00%	0.74%