FBMPX vs. XTL
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and SPDR S&P Telecom ETF (XTL).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. XTL is a passively managed fund by State Street that tracks the performance of the S&P Telecom Select Industry Index. It was launched on Jan 26, 2011.
Performance
FBMPX vs. XTL - Performance Comparison
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FBMPX vs. XTL - 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% |
XTL SPDR S&P Telecom ETF | 23.17% | 44.95% | 34.89% | -1.17% | -19.18% | 21.58% | 22.46% | 12.51% | -6.60% | 0.56% |
Returns By Period
In the year-to-date period, FBMPX achieves a -11.69% return, which is significantly lower than XTL's 23.17% return. Over the past 10 years, FBMPX has outperformed XTL with an annualized return of 14.79%, while XTL 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%
XTL
- 1D
- 3.63%
- 1M
- 2.55%
- YTD
- 23.17%
- 6M
- 34.97%
- 1Y
- 90.69%
- 3Y*
- 33.71%
- 5Y*
- 15.84%
- 10Y*
- 13.98%
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FBMPX vs. XTL - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is higher than XTL's 0.35% expense ratio.
Return for Risk
FBMPX vs. XTL — Risk / Return Rank
FBMPX
XTL
FBMPX vs. XTL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) and SPDR S&P Telecom ETF (XTL). 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 | XTL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 2.97 | -1.77 |
Sortino ratioReturn per unit of downside risk | 1.77 | 3.46 | -1.69 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.47 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 6.09 | -4.70 |
Martin ratioReturn relative to average drawdown | 5.33 | 22.21 | -16.88 |
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 | XTL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 2.97 | -1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.65 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.60 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.46 | +0.16 |
Correlation
The correlation between FBMPX and XTL is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FBMPX vs. XTL - Dividend Comparison
FBMPX's dividend yield for the trailing twelve months is around 9.16%, more than XTL's 1.05% 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% |
XTL SPDR S&P Telecom ETF | 1.05% | 1.05% | 0.62% | 0.80% | 0.74% | 1.25% | 0.88% | 0.92% | 1.90% | 2.08% | 1.11% | 1.38% |
Drawdowns
FBMPX vs. XTL - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.77%, which is greater than XTL's maximum drawdown of -37.01%. Use the drawdown chart below to compare losses from any high point for FBMPX and XTL.
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Drawdown Indicators
| FBMPX | XTL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.77% | -37.01% | -24.76% |
Max Drawdown (1Y)Largest decline over 1 year | -16.90% | -14.70% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -47.42% | -37.01% | -10.41% |
Max Drawdown (10Y)Largest decline over 10 years | -47.42% | -37.01% | -10.41% |
Current DrawdownCurrent decline from peak | -16.90% | -4.72% | -12.18% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -9.86% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 4.03% | +0.37% |
Volatility
FBMPX vs. XTL - Volatility Comparison
The current volatility for Fidelity Select Communication Services Portfolio (FBMPX) is 7.07%, while SPDR S&P Telecom ETF (XTL) has a volatility of 12.08%. This indicates that FBMPX experiences smaller price fluctuations and is considered to be less risky than XTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBMPX | XTL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 12.08% | -5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.79% | 23.47% | -9.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.07% | 30.72% | -7.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.13% | 24.67% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.83% | 23.25% | -1.42% |