Correlation
The correlation between FAPCX and XLK is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
FAPCX vs. XLK
Compare and contrast key facts about Fidelity International Capital Appreciation K6 Fund (FAPCX) and Technology Select Sector SPDR Fund (XLK).
FAPCX is managed by Fidelity. It was launched on May 25, 2017. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAPCX or XLK.
Performance
FAPCX vs. XLK - Performance Comparison
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Key characteristics
FAPCX:
0.72
XLK:
0.36
FAPCX:
1.01
XLK:
0.56
FAPCX:
1.14
XLK:
1.08
FAPCX:
0.70
XLK:
0.30
FAPCX:
2.69
XLK:
0.92
FAPCX:
4.66%
XLK:
8.22%
FAPCX:
20.06%
XLK:
30.50%
FAPCX:
-42.18%
XLK:
-82.05%
FAPCX:
-0.81%
XLK:
-4.49%
Returns By Period
In the year-to-date period, FAPCX achieves a 14.34% return, which is significantly higher than XLK's -0.52% return.
FAPCX
14.34%
6.54%
9.05%
14.27%
13.52%
9.02%
N/A
XLK
-0.52%
9.97%
-0.87%
10.81%
19.02%
19.70%
19.65%
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FAPCX vs. XLK - Expense Ratio Comparison
FAPCX has a 0.65% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
FAPCX vs. XLK — Risk-Adjusted Performance Rank
FAPCX
XLK
FAPCX vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Capital Appreciation K6 Fund (FAPCX) and Technology Select Sector SPDR Fund (XLK). 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.
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Dividends
FAPCX vs. XLK - Dividend Comparison
FAPCX's dividend yield for the trailing twelve months is around 2.57%, more than XLK's 0.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAPCX Fidelity International Capital Appreciation K6 Fund | 2.57% | 2.94% | 0.42% | 0.80% | 8.83% | 0.41% | 1.78% | 0.81% | 1.95% | 0.00% | 0.00% | 0.00% |
XLK Technology Select Sector SPDR Fund | 0.68% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
FAPCX vs. XLK - Drawdown Comparison
The maximum FAPCX drawdown since its inception was -42.18%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for FAPCX and XLK.
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Volatility
FAPCX vs. XLK - Volatility Comparison
The current volatility for Fidelity International Capital Appreciation K6 Fund (FAPCX) is 3.24%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 6.47%. This indicates that FAPCX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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