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.
Correlation
The correlation between FBMPX and VOO 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. VOO - Performance Comparison
Key characteristics
FBMPX:
0.27
VOO:
0.32
FBMPX:
0.52
VOO:
0.57
FBMPX:
1.07
VOO:
1.08
FBMPX:
0.27
VOO:
0.32
FBMPX:
0.97
VOO:
1.42
FBMPX:
6.37%
VOO:
4.19%
FBMPX:
23.04%
VOO:
18.73%
FBMPX:
-61.51%
VOO:
-33.99%
FBMPX:
-20.32%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FBMPX achieves a -11.65% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, FBMPX has underperformed VOO with an annualized return of 10.38%, while VOO has yielded a comparatively higher 11.64% annualized return.
FBMPX
-11.65%
-7.08%
-5.86%
6.45%
14.42%
10.38%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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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.
Risk-Adjusted Performance
FBMPX vs. VOO — Risk-Adjusted Performance Rank
FBMPX
VOO
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's dividend yield for the trailing twelve months is around 4.38%, more than VOO's 1.44% 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% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 14.34% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. 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.