Which Consumer Staples ETF Is Better, Fidelity's FSTA or Invesco's PBJ?
Fidelity's broader 104-stock portfolio and lower 0.08% expense ratio deliver superior returns and a 2.2% dividend yield.
Overview
Comparing the Fidelity MSCI Consumer Staples Index ETF (NYSEMKT:FSTA) and Invesco Food & Beverage ETF (NYSEMKT:PBJ) reveals a choice between a broad-market staples fund and a concentrated, active-style food industry play.
Choosing between the Fidelity and Invesco funds involves weighing the benefits of broad sector coverage against a more focused industry strategy. While both ETFs operate within the consumer staples realm, they differ significantly in their index methodologies and cost structures, which can impact long-term portfolio efficiency.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). 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.