FELC vs PSTR
Fidelity Enhanced Large Cap Core ETF vs PeakShares Sector Rotation ETF
Which is better, FELC or PSTR?
FELC has been ahead.
FELC has a lower expense ratio. FELC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. FELC is less concentrated, with 40.1% of the fund in its ten largest positions against 56.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FELC | PSTR |
|---|---|---|
| Expense Ratio | 0.18%Best | 1.06% |
| AUM | $8.6B | $67M |
| Dividend Yield | 0.83% | 4.95% |
| Holdings | 590 | 340 |
| YTD Return | +14.93%Best | +12.31% |
| 1Y Return | +19.54%Best | +15.84% |
| 3Y Return (annualized) | +22.11% | - |
| Volatility (annualized) | 11.5% | 7.8%Best |
| Max Drawdown | -18.6% | -13.7%Best |
| $10,000 over 2.5 years | $15,989Best | $14,552 |
| Top 10 Weight | 40.1%Best | 56.4% |
| Fund Family | Fidelity Investments (US) | PeakShares LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 20, 2023 | Apr 30, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 30, 2024 to Oct 14, 2026 (2.5 years).
FELC vs PSTR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
FELC vs PSTR Performance
Fidelity Enhanced Large Cap Core ETF (FELC) is an ETF from Fidelity Investments (US) and PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC. Over the past year FELC returned +19.54% while PSTR returned +15.84%. Year to date, FELC is up 14.93% versus a gain of 12.31% for PSTR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FELC has been the more volatile fund, with annualized monthly volatility of 11.5% compared with 7.8% for PSTR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.6% for FELC and -13.7% for PSTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FELC charges 0.18% per year while PSTR charges 1.06%. On a $10,000 position that is $18 vs $106 annually, a gap of $88 per year that compounds over a long holding period. On income, FELC currently yields 0.83% against 4.95% for PSTR.
Holdings Overlap
47.1% of FELC's money is in holdings PSTR also owns. 25.4% of PSTR's money is in holdings FELC also owns.
The two portfolios partly overlap.
39 positions in common, counted across the 300 positions we hold weights for in FELC and 101 in PSTR, against full books of 590 and 340.
What only one of them owns
Our book lists 53 positions for PSTR that do not appear in our book for FELC (71.4% of the fund), and 181 for FELC that do not appear in PSTR (52.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in FELC | Weight in PSTR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.93% | 1.97% | 6.96% |
| AAPLApple, Inc | 7.73% | 0.74% | 6.99% |
| MSFTMicrosoft Corp | 5.08% | 2.79% | 2.29% |
| AMZNAmazon.Com Inc | 3.83% | 1.46% | 2.37% |
| METAMeta Platforms Inc | 2.38% | 2.47% | 0.09% |
| GOOGAlphabet Inc. C | 2.12% | 1.44% | 0.68% |
| MUMicron Technology, Inc. | 2.04% | 1.24% | 0.80% |
| AVGOBroadcom Inc | 2.80% | 0.26% | 2.54% |
| MRKMerck & Company Inc | 0.71% | 0.84% | 0.13% |
| AMDAdvanced Micro Devices Inc | 0.99% | 0.37% | 0.62% |
47.1% of FELC is already inside PSTR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, FELC or PSTR?
FELC has an expense ratio of 0.18% while PSTR charges 1.06%. FELC is the cheaper option, by $88 a year on a $10,000 investment.
Which performed better, FELC or PSTR?
Over the past year FELC returned +19.54% vs +15.84% for PSTR, so FELC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FELC or PSTR?
FELC has been the more volatile fund at 11.5% annualized versus 7.8% for PSTR. Worst drawdown: FELC -18.6% vs PSTR -13.7%.
Should I hold both FELC and PSTR?
FELC and PSTR have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between FELC and PSTR?
47.1% of FELC's money is in holdings PSTR also owns. 25.4% of PSTR's is in holdings FELC also owns. They hold 39 positions in common, counted across the 300 positions we hold weights for in FELC and 101 in PSTR.
Which pays a higher dividend, FELC or PSTR?
FELC yields 0.83% while PSTR yields 4.95%, so PSTR currently pays the higher dividend yield.
Is PSTR better than FELC?
FELC has a lower expense ratio. FELC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. FELC is less concentrated, with 40.1% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.