VDC and FSTA Are Almost the Same Fund. Here's How to Choose Between Them.
Portfolio overlap is high, but subtle differences in yield and history may impact your choice. Compare sector exposure and long-term performance nuances.
VDC and FSTA Are Almost the Same Fund. Here's How to Choose Between Them.
Overview
The Vanguard Consumer Staples ETF (NYSEMKT:VDC) maintains a significantly larger pool of assets under management (AUM) and a longer track record, while the Fidelity MSCI Consumer Staples Index ETF (NYSEMKT:FSTA) offers a slightly lower expense ratio.
Investors looking for defensive equity positions often gravitate toward the consumer staples sector, which focuses on non-discretionary goods like food and household supplies. This comparison examines two popular options that offer exposure to these relatively stable companies during periods of broader market uncertainty.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.
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