FBMPX vs. SPY
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and State Street SPDR S&P 500 ETF (SPY).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
FBMPX vs. SPY - Performance Comparison
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FBMPX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBMPX Fidelity Select Communication Services Portfolio | -11.69% | 37.07% | 35.98% | 56.85% | -38.30% | 15.97% | 35.48% | 33.14% | -3.52% | 12.60% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FBMPX achieves a -11.69% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, FBMPX has outperformed SPY with an annualized return of 14.79%, while SPY has yielded a comparatively lower 13.98% annualized 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%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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FBMPX vs. SPY - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FBMPX vs. SPY — Risk / Return Rank
FBMPX
SPY
FBMPX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) and State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.93 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.45 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.53 | -0.14 |
Martin ratioReturn relative to average drawdown | 5.33 | 7.30 | -1.97 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.93 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.69 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.78 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.56 | +0.06 |
Correlation
The correlation between FBMPX and SPY is 0.79, 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. SPY - Dividend Comparison
FBMPX's dividend yield for the trailing twelve months is around 9.16%, more than SPY's 1.14% 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% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FBMPX vs. SPY - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.77%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FBMPX and SPY.
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Drawdown Indicators
| FBMPX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.77% | -55.19% | -6.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.90% | -12.05% | -4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -47.42% | -24.50% | -22.92% |
Max Drawdown (10Y)Largest decline over 10 years | -47.42% | -33.72% | -13.70% |
Current DrawdownCurrent decline from peak | -16.90% | -6.24% | -10.66% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -9.09% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 2.52% | +1.88% |
Volatility
FBMPX vs. SPY - Volatility Comparison
Fidelity Select Communication Services Portfolio (FBMPX) has a higher volatility of 7.07% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that FBMPX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBMPX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.31% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.79% | 9.47% | +4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.07% | 19.05% | +4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.13% | 17.06% | +6.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.83% | 17.92% | +3.91% |