XTL vs. FBMPX
Compare and contrast key facts about SPDR S&P Telecom ETF (XTL) and Fidelity Select Communication Services Portfolio (FBMPX).
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. FBMPX is managed by Fidelity. It was launched on Jun 29, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XTL or FBMPX.
Correlation
The correlation between XTL and FBMPX is 0.71, 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
XTL vs. FBMPX - Performance Comparison
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Key characteristics
XTL:
1.73
FBMPX:
0.77
XTL:
2.42
FBMPX:
1.16
XTL:
1.34
FBMPX:
1.16
XTL:
1.69
FBMPX:
0.74
XTL:
7.76
FBMPX:
2.35
XTL:
6.38%
FBMPX:
7.36%
XTL:
26.75%
FBMPX:
23.15%
XTL:
-37.01%
FBMPX:
-61.51%
XTL:
-7.33%
FBMPX:
-8.78%
Returns By Period
In the year-to-date period, XTL achieves a -2.28% return, which is significantly lower than FBMPX's 1.14% return. Over the past 10 years, XTL has underperformed FBMPX with an annualized return of 7.07%, while FBMPX has yielded a comparatively higher 11.90% annualized return.
XTL
-2.28%
13.50%
-4.12%
45.83%
11.32%
7.07%
FBMPX
1.14%
11.91%
1.66%
17.62%
16.35%
11.90%
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XTL vs. FBMPX - Expense Ratio Comparison
XTL has a 0.35% expense ratio, which is lower than FBMPX's 0.74% expense ratio.
Risk-Adjusted Performance
XTL vs. FBMPX — Risk-Adjusted Performance Rank
XTL
FBMPX
XTL vs. FBMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Telecom ETF (XTL) and Fidelity Select Communication Services Portfolio (FBMPX). 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.
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Dividends
XTL vs. FBMPX - Dividend Comparison
XTL's dividend yield for the trailing twelve months is around 0.72%, less than FBMPX's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTL SPDR S&P Telecom ETF | 0.72% | 0.62% | 0.80% | 0.74% | 1.25% | 0.88% | 0.92% | 1.89% | 2.08% | 1.11% | 1.38% | 1.03% |
FBMPX Fidelity Select Communication Services Portfolio | 3.83% | 4.69% | 0.00% | 0.00% | 5.88% | 3.74% | 35.43% | 15.35% | 5.53% | 7.50% | 7.29% | 8.83% |
Drawdowns
XTL vs. FBMPX - Drawdown Comparison
The maximum XTL drawdown since its inception was -37.01%, smaller than the maximum FBMPX drawdown of -61.51%. Use the drawdown chart below to compare losses from any high point for XTL and FBMPX. For additional features, visit the drawdowns tool.
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Volatility
XTL vs. FBMPX - Volatility Comparison
SPDR S&P Telecom ETF (XTL) and Fidelity Select Communication Services Portfolio (FBMPX) have volatilities of 7.01% and 6.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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