FBMPX vs. VOO
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and Vanguard S&P 500 ETF (VOO).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBMPX or VOO.
Performance
FBMPX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FBMPX achieves a 27.05% return, which is significantly higher than VOO's 25.48% return. Over the past 10 years, FBMPX has underperformed VOO with an annualized return of 3.46%, while VOO has yielded a comparatively higher 13.15% annualized return.
FBMPX
27.05%
3.78%
12.60%
32.48%
11.17%
3.46%
VOO
25.48%
0.99%
11.84%
31.84%
15.62%
13.15%
Key characteristics
| FBMPX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.91 | 2.69 |
| Sortino Ratio | 2.52 | 3.59 |
| Omega Ratio | 1.34 | 1.50 |
| Calmar Ratio | 1.71 | 3.89 |
| Martin Ratio | 10.02 | 17.64 |
| Ulcer Index | 3.39% | 1.86% |
| Daily Std Dev | 17.85% | 12.20% |
| Max Drawdown | -61.51% | -33.99% |
| Current Drawdown | -1.62% | -1.40% |
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FBMPX vs. VOO - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between FBMPX and VOO 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.
Risk-Adjusted Performance
FBMPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FBMPX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBMPX Fidelity Select Communication Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.21% | 0.44% | 2.46% | 1.95% | 3.30% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FBMPX vs. VOO - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBMPX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBMPX vs. VOO - Volatility Comparison
Fidelity Select Communication Services Portfolio (FBMPX) has a higher volatility of 5.02% compared to Vanguard S&P 500 ETF (VOO) at 4.10%. This indicates that FBMPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.