AIGI.L vs. FSPTX

Last updated Jun 4, 2026

AIGI.L (WisdomTree Industrial Metals) and FSPTX (Fidelity Select Technology Portfolio) are both funds - AIGI.L is a Metals fund tracking the Bloomberg Industrial Metals, while FSPTX is a Technology Equities fund actively managed by Fidelity. AIGI.L is passively managed, while FSPTX is actively managed. Over the past 10 years, AIGI.L returned 8.53%/yr vs 27.99%/yr for FSPTX. At a 0.23 correlation, their price movements are largely independent. AIGI.L charges 0.49%/yr vs 0.62%/yr for FSPTX.

Performance

AIGI.L vs. FSPTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Industrial Metals (AIGI.L) and Fidelity Select Technology Portfolio (FSPTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIGI.L achieves a 16.29% return, which is significantly lower than FSPTX's 47.21% return. Over the past 10 years, AIGI.L has underperformed FSPTX with an annualized return of 8.53%, while FSPTX has yielded a comparatively higher 27.99% annualized return.

AIGI.L

• 1D: -1.78%
• 1M: 5.79%
• YTD: 16.29%
• 6M: 21.78%
• 1Y: 34.04%
• 3Y*: 13.40%
• 5Y*: 5.91%
• 10Y*: 8.53%

FSPTX

• 1D: 2.81%
• 1M: 23.40%
• YTD: 47.21%
• 6M: 44.91%
• 1Y: 83.50%
• 3Y*: 42.95%
• 5Y*: 25.32%
• 10Y*: 27.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIGI.L vs. FSPTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AIGI.L WisdomTree Industrial Metals	16.29%	19.43%	3.07%	-11.78%	-2.91%	28.67%	14.31%	6.29%	-19.44%	26.54%
FSPTX Fidelity Select Technology Portfolio	47.21%	23.37%	41.76%	59.83%	-36.91%	21.99%	63.95%	51.08%	-9.03%	49.75%

Correlation

The correlation between AIGI.L and FSPTX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.36
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (5Y) Calculated over the trailing 5-year period	0.20
Correlation (10Y) Calculated over the trailing 10-year period	0.20
Correlation (All Time) Calculated using the full available price history since Sep 28, 2006	0.23

The correlation between AIGI.L and FSPTX shifts across timeframes, from 0.20 (5 years) to 0.36 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

AIGI.L vs. FSPTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIGI.L

AIGI.L Risk / Return Rank: 48
AIGI.L Sharpe Ratio Rank: 50
AIGI.L Sortino Ratio Rank: 43
AIGI.L Omega Ratio Rank: 54
AIGI.L Calmar Ratio Rank: 54
AIGI.L Martin Ratio Rank: 41

FSPTX

FSPTX Risk / Return Rank: 94
FSPTX Sharpe Ratio Rank: 98
FSPTX Sortino Ratio Rank: 93
FSPTX Omega Ratio Rank: 89
FSPTX Calmar Ratio Rank: 96
FSPTX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIGI.L vs. FSPTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Industrial Metals (AIGI.L) and Fidelity Select Technology Portfolio (FSPTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AIGI.L	FSPTX	Difference
Sharpe ratio: Return per unit of total volatility	1.73	4.04	-2.31
Sortino ratio: Return per unit of downside risk	2.17	4.66	-2.50
Omega ratio: Gain probability vs. loss probability	1.33	1.62	-0.29
Calmar ratio: Return relative to maximum drawdown	2.64	6.36	-3.72
Martin ratio: Return relative to average drawdown	6.64	21.78	-15.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AIGI.L vs. FSPTX - Sharpe Ratio Comparison

The current AIGI.L Sharpe Ratio is 1.73, which is lower than the FSPTX Sharpe Ratio of 4.04. The chart below compares the historical Sharpe Ratios of AIGI.L and FSPTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AIGI.L	FSPTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.73	4.04	-2.31
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.93	-0.66
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.44	1.08	-0.64
Sharpe Ratio (All Time) Calculated using the full available price history	-0.00	0.57	-0.57

Drawdowns

AIGI.L vs. FSPTX - Drawdown Comparison

The maximum AIGI.L drawdown since its inception was -69.67%, smaller than the maximum FSPTX drawdown of -84.37%. Use the drawdown chart below to compare losses from any high point for AIGI.L and FSPTX.

Drawdown Indicators

	AIGI.L	FSPTX	Difference
Max Drawdown Largest peak-to-trough decline	-69.67%	-84.37%	+14.70%
Max Drawdown (1Y) Largest decline over 1 year	-12.83%	-13.71%	+0.88%
Max Drawdown (3Y) Largest decline over 3 years	-20.72%	-29.22%	+8.50%
Max Drawdown (5Y) Largest decline over 5 years	-41.99%	-42.16%	+0.17%
Max Drawdown (10Y) Largest decline over 10 years	-41.99%	-42.16%	+0.17%
Current Drawdown Current decline from peak	-24.36%	0.00%	-24.36%
Average Drawdown Average peak-to-trough decline	-45.42%	-27.03%	-18.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.11%	4.00%	+1.11%

Volatility

AIGI.L vs. FSPTX - Volatility Comparison

The current volatility for WisdomTree Industrial Metals (AIGI.L) is 5.54%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 6.24%. This indicates that AIGI.L experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIGI.L	FSPTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.54%	6.24%	-0.70%
Volatility (6M) Calculated over the trailing 6-month period	13.88%	16.66%	-2.78%
Volatility (1Y) Calculated over the trailing 1-year period	19.55%	21.59%	-2.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.96%	27.36%	-5.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.49%	26.00%	-6.51%

AIGI.L vs. FSPTX - Expense Ratio Comparison

AIGI.L has a 0.49% expense ratio, which is lower than FSPTX's 0.62% expense ratio.

Dividends

AIGI.L vs. FSPTX - Dividend Comparison

AIGI.L has not paid dividends to shareholders, while FSPTX's dividend yield for the trailing twelve months is around 7.37%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIGI.L WisdomTree Industrial Metals	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FSPTX Fidelity Select Technology Portfolio	7.37%	9.06%	9.42%	0.01%	3.95%	11.62%	18.86%	1.86%	23.77%	8.32%	1.54%	4.19%

Frequently Asked Questions

Can I hold both AIGI.L and FSPTX in my portfolio?

AIGI.L and FSPTX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.