(FDIS) Fidelity MSCI Consumer - Overview

ETF Category: Consumer Cyclical | Exchange: NYSE ARCA (USA) | Market Cap: 1.773m USD | Total Return: 13.2% in 12m

Retail, Automobiles, Hotels, Restaurants, Apparel
Total Rating 34
Safety 44
Buy Signal -0.35
Consumer Cyclical
Category Rotation: -3.1
TER: 0.08%
AUM: 1.77B
Avg Turnover: 7.72M
Risk 3d forecast
Volatility17.6%
VaR 5th Pctl3.24%
VaR vs Median2.20%
Reward TTM
Sharpe Ratio0.54
Rel. Str. IBD42.9
Rel. Str. Peer Group92.9
Character TTM
Beta1.280
Beta Downside1.400
Hurst Exponent0.558
Drawdowns 3y
Max DD27.43%
CAGR/Max DD0.60
CAGR/Mean DD3.13

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: FDIS Fidelity MSCI Consumer

The Fidelity MSCI Consumer Discretionary Index ETF (FDIS) seeks to track the performance of the MSCI USA IMI Consumer Discretionary 25/50 Index by investing at least 80% of its assets in the underlying securities. This non-diversified fund provides exposure to U.S. companies within the consumer cyclical sector, which typically includes industries such as retail, automotive, and hospitality.

The consumer discretionary sector is characterized by companies that sell non-essential goods and services, making their performance highly sensitive to fluctuations in consumer confidence and disposable income. Business models in this space often rely on brand equity and cyclical economic growth to drive revenue. Investors can utilize ValueRay to further analyze the intrinsic worth of these cyclical holdings. This ETF utilizes a representative sampling strategy, meaning it may not hold every security within the index while still aiming to mirror its overall performance.

Headlines to Watch Out For
  • Amazon and Tesla price volatility dictates overall fund performance trajectory
  • US consumer confidence levels drive discretionary spending in retail sectors
  • Interest rate fluctuations impact financing costs for automotive and housing industries
  • Labor market strength correlates directly with household demand for luxury goods
  • E-commerce penetration rates determine long-term revenue growth for major holdings
What is the price of FDIS shares?

As of May 31, 2026, the stock is trading at USD 104.29 with a total of 67,843 shares traded.
Over the past week, the price has changed by +2.28%, over one month by +3.46%, over three months by +4.76% and over the past year by +13.18%.

Is FDIS a buy, sell or hold?

Fidelity MSCI Consumer has no consensus analysts rating.