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Fidelity InvestmentsConsumer CyclicalFDIS · NYSE Arca

Fidelity MSCI Consumer Discretionary Index ETF (FDIS)

Price
$98.75
11 Sept 2026
Assets
$1.7B
Total net assets
Expense ratio
0.08%
Category 0.77%
Yield
0.73%
Trailing distributions
3Y CAGR
10.5%+0.7%
Category 9.8%
5Y CAGR
4.6%+3.5%
Category 1.1%
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Fidelity MSCI Consumer Discretionary Index ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-4.2%-3.0%+4.8%-3.0%-2.9%+10.5%+4.6%+13.4%+12.2%
Consumer Cyclical average-5.7%-3.1%4.7%-3.7%-7.3%9.8%1.1%10.1%4.9%
Difference+1.6%+0.1%+0.1%+0.8%+4.3%+0.7%+3.5%+3.3%+7.3%

Holdings

The 10 largest positions make up 56.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AMZNAmazon.com Inc22.38%
TSLATesla Inc15.42%
HDThe Home Depot Inc4.88%
MCDMcDonald's Corp2.82%
BKNGBooking Holdings Inc2.37%
TJXTJX Companies Inc2.25%
SBUXStarbucks Corp1.85%
LOWLowe's Companies Inc1.74%
DASHDoorDash Inc Ordinary Shares - Class A1.37%
MELIMercadoLibre Inc1.37%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
23.3
P/B
4.4
P/S
1.7
P/CF
13.9

Sector allocation

Share of the equity the fund holds.

96.5%Consumer discretionary8 sectors
  1. Consumer discretionary96.5%
  2. Consumer staples1.2%
  3. Technology1.2%
  4. Industrials0.8%
  5. Real estate0.1%
  6. Health care0.1%
  7. Financial services0.1%
  8. Communication services0.0%

Asset mix

  • Stocks99.8%
  • Cash0.1%
  • Other0.1%

ETF details

Issuer
Fidelity Investments
Category
Equity · Consumer Cyclical
Ticker
FDIS
Exchange
NYSE Arca
Inception
21 Oct 2013 (12.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.08% (category 0.77%)
Holdings turnover
5% (category 55%)
Distribution yield
0.73%
Beta, 3 years
1.22
Total net assets
$1.7B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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