FBMPX vs. FCOM
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity MSCI Communication Services Index ETF (FCOM).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. FCOM is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Telecommunication Services 25/50 Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBMPX or FCOM.
Correlation
The correlation between FBMPX and FCOM is 0.82, 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.
Performance
FBMPX vs. FCOM - Performance Comparison
Key characteristics
FBMPX:
0.27
FCOM:
0.45
FBMPX:
0.52
FCOM:
0.75
FBMPX:
1.07
FCOM:
1.10
FBMPX:
0.27
FCOM:
0.44
FBMPX:
0.97
FCOM:
1.76
FBMPX:
6.37%
FCOM:
5.31%
FBMPX:
23.04%
FCOM:
21.03%
FBMPX:
-61.51%
FCOM:
-46.76%
FBMPX:
-20.32%
FCOM:
-17.73%
Returns By Period
In the year-to-date period, FBMPX achieves a -11.65% return, which is significantly lower than FCOM's -10.12% return. Over the past 10 years, FBMPX has outperformed FCOM with an annualized return of 10.38%, while FCOM has yielded a comparatively lower 8.83% annualized return.
FBMPX
-11.65%
-7.08%
-5.86%
6.45%
14.42%
10.38%
FCOM
-10.12%
-6.42%
-4.40%
9.60%
11.61%
8.83%
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FBMPX vs. FCOM - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is higher than FCOM's 0.08% expense ratio.
Risk-Adjusted Performance
FBMPX vs. FCOM — Risk-Adjusted Performance Rank
FBMPX
FCOM
FBMPX vs. FCOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity MSCI Communication Services Index ETF (FCOM). 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.
Dividends
FBMPX vs. FCOM - Dividend Comparison
FBMPX's dividend yield for the trailing twelve months is around 4.38%, more than FCOM's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBMPX Fidelity Select Communication Services Portfolio | 4.38% | 4.69% | 0.00% | 0.00% | 5.88% | 3.74% | 35.43% | 15.35% | 5.53% | 7.50% | 7.29% | 8.83% |
FCOM Fidelity MSCI Communication Services Index ETF | 1.03% | 0.87% | 0.77% | 1.04% | 0.90% | 0.68% | 0.86% | 2.78% | 7.54% | 2.25% | 2.92% | 2.69% |
Drawdowns
FBMPX vs. FCOM - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.51%, which is greater than FCOM's maximum drawdown of -46.76%. Use the drawdown chart below to compare losses from any high point for FBMPX and FCOM. For additional features, visit the drawdowns tool.
Volatility
FBMPX vs. FCOM - Volatility Comparison
Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity MSCI Communication Services Index ETF (FCOM) have volatilities of 14.34% and 13.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.