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Upturn AI SWOT - About
Fidelity® MSCI Consumer Staples Index ETF (FSTA)

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Upturn Advisory Summary
10/24/2025: FSTA (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 4.1% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.67 | 52 Weeks Range 46.00 - 52.37 | Updated Date 06/29/2025 |
52 Weeks Range 46.00 - 52.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® MSCI Consumer Staples Index ETF
ETF Overview
Overview
Fidelityu00ae MSCI Consumer Staples Index ETF (FSTA) seeks to provide investment results that correspond to the performance of the MSCI USA IMI Consumer Staples Index, offering exposure to U.S. consumer staples stocks.
Reputation and Reliability
Fidelity is a reputable and well-established financial services firm with a long history of managing investment products.
Management Expertise
Fidelity has extensive experience and expertise in managing index-tracking ETFs.
Investment Objective
Goal
To provide investment results that correspond to the performance of the MSCI USA IMI Consumer Staples Index.
Investment Approach and Strategy
Strategy: Tracks the MSCI USA IMI Consumer Staples Index, a market-cap-weighted index representing the performance of the consumer staples sector in the U.S. equity market.
Composition Primarily holds stocks of U.S. consumer staples companies.
Market Position
Market Share: FSTA has a sizable market share within the consumer staples ETF category but is not the largest.
Total Net Assets (AUM): 1479000000
Competitors
Key Competitors
- Vanguard Consumer Staples ETF (VDC)
- Consumer Staples Select Sector SPDRu00ae Fund (XLP)
- iShares U.S. Consumer Staples ETF (IYK)
Competitive Landscape
The consumer staples ETF market is dominated by a few large players. FSTA offers a low-cost option, but faces strong competition from VDC and XLP, which have greater liquidity and AUM. FSTA's expense ratio is lower than VDC, which gives it a small advantage. XLP has a higher expense ratio but offers more concentrated exposure and higher trading volume.
Financial Performance
Historical Performance: The ETF's performance closely tracks the MSCI USA IMI Consumer Staples Index, reflecting the sector's performance.
Benchmark Comparison: The ETF aims to replicate the index performance, so deviations should be minimal.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume is moderate, reflecting the overall liquidity of the underlying consumer staples sector.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Consumer staples are often considered defensive investments, performing relatively well during economic downturns. Interest rate changes and inflation can affect consumer spending and therefore the profitability of consumer staples companies.
Growth Trajectory
Growth is tied to overall market expansion and consumer spending patterns, with a focus on stable, dividend-paying stocks.
Moat and Competitive Advantages
Competitive Edge
FSTA's competitive advantage is its low expense ratio, making it an attractive option for cost-conscious investors. Fidelity's reputation and extensive distribution network also support its market position. The ETF provides comprehensive exposure to the U.S. consumer staples sector. Its lower expense ratio versus some competitors can lead to slightly better returns over the long term. FSTA competes in a well-established, though slightly concentrated, market.
Risk Analysis
Volatility
Consumer staples tend to be less volatile than other sectors, but are still subject to market risk.
Market Risk
Specific risks include changes in consumer preferences, raw material costs, and regulatory changes affecting the consumer staples industry.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking stable, dividend-paying investments with lower volatility.
Market Risk
Suitable for long-term investors seeking exposure to the consumer staples sector for diversification or defensive positioning.
Summary
Fidelityu00ae MSCI Consumer Staples Index ETF (FSTA) offers exposure to the U.S. consumer staples sector through a low-cost index-tracking strategy. Its performance closely mirrors the MSCI USA IMI Consumer Staples Index. It is suitable for long-term investors seeking stable, dividend-paying stocks. Competition is fierce with larger, more liquid ETFs in the sector, such as VDC and XLP, however, it maintains a low expense ratio which serves as an advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity.com
- Morningstar.com
- etf.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity® MSCI Consumer Staples Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Consumer Staples 25/50 Index, which represents the performance of the consumer staples sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Consumer Staples 25/50 Index. The fund is non-diversified.

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