FBMPX vs. RSPC
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and Invesco S&P 500 Equal Weight Communication Services ETF (RSPC).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. RSPC is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Communication Services Plus Index. It was launched on Nov 7, 2018.
Performance
FBMPX vs. RSPC - Performance Comparison
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FBMPX vs. RSPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FBMPX Fidelity Select Communication Services Portfolio | -11.69% | 37.07% | 35.98% | 56.85% | -38.30% | 15.97% | 35.48% | 33.14% | -6.96% |
RSPC Invesco S&P 500 Equal Weight Communication Services ETF | -5.88% | 18.44% | 17.98% | 17.92% | -29.00% | 14.55% | 22.14% | 21.35% | -11.38% |
Returns By Period
In the year-to-date period, FBMPX achieves a -11.69% return, which is significantly lower than RSPC's -5.88% return.
FBMPX
- 1D
- -0.18%
- 1M
- -11.49%
- YTD
- -11.69%
- 6M
- -9.17%
- 1Y
- 27.49%
- 3Y*
- 28.69%
- 5Y*
- 11.04%
- 10Y*
- 14.79%
RSPC
- 1D
- 1.44%
- 1M
- -4.64%
- YTD
- -5.88%
- 6M
- -8.79%
- 1Y
- 7.43%
- 3Y*
- 12.34%
- 5Y*
- 1.13%
- 10Y*
- —
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FBMPX vs. RSPC - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is higher than RSPC's 0.40% expense ratio.
Return for Risk
FBMPX vs. RSPC — Risk / Return Rank
FBMPX
RSPC
FBMPX vs. RSPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) and Invesco S&P 500 Equal Weight Communication Services ETF (RSPC). 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.
| FBMPX | RSPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.43 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.77 | 0.73 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.10 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 0.82 | +0.57 |
Martin ratioReturn relative to average drawdown | 5.33 | 1.96 | +3.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBMPX | RSPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.43 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.06 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.34 | +0.29 |
Correlation
The correlation between FBMPX and RSPC is 0.78, 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.
Dividends
FBMPX vs. RSPC - Dividend Comparison
FBMPX's dividend yield for the trailing twelve months is around 9.16%, more than RSPC's 1.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBMPX Fidelity Select Communication Services Portfolio | 9.16% | 8.09% | 7.05% | 0.00% | 0.00% | 5.88% | 3.74% | 35.43% | 15.29% | 5.53% | 7.50% | 7.29% |
RSPC Invesco S&P 500 Equal Weight Communication Services ETF | 1.73% | 1.66% | 1.03% | 0.98% | 1.45% | 1.10% | 1.05% | 0.90% | 0.24% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBMPX vs. RSPC - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.77%, which is greater than RSPC's maximum drawdown of -38.03%. Use the drawdown chart below to compare losses from any high point for FBMPX and RSPC.
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Drawdown Indicators
| FBMPX | RSPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.77% | -38.03% | -23.74% |
Max Drawdown (1Y)Largest decline over 1 year | -16.90% | -10.94% | -5.96% |
Max Drawdown (5Y)Largest decline over 5 years | -47.42% | -37.96% | -9.46% |
Max Drawdown (10Y)Largest decline over 10 years | -47.42% | — | — |
Current DrawdownCurrent decline from peak | -16.90% | -8.79% | -8.11% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -12.83% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 4.57% | -0.17% |
Volatility
FBMPX vs. RSPC - Volatility Comparison
Fidelity Select Communication Services Portfolio (FBMPX) has a higher volatility of 7.07% compared to Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) at 3.70%. This indicates that FBMPX's price experiences larger fluctuations and is considered to be riskier than RSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBMPX | RSPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 3.70% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 13.79% | 9.26% | +4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.07% | 17.33% | +5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.13% | 18.58% | +4.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.83% | 20.92% | +0.91% |