FBSOX vs. VOO
Compare and contrast key facts about Fidelity Select IT Services Portfolio (FBSOX) and Vanguard S&P 500 ETF (VOO).
FBSOX is managed by Fidelity. It was launched on Feb 4, 1998. 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: FBSOX or VOO.
Correlation
The correlation between FBSOX and VOO is 0.84, 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
FBSOX vs. VOO - Performance Comparison
Key characteristics
FBSOX:
0.21
VOO:
0.63
FBSOX:
0.41
VOO:
1.00
FBSOX:
1.07
VOO:
1.15
FBSOX:
0.17
VOO:
0.65
FBSOX:
0.64
VOO:
2.54
FBSOX:
7.29%
VOO:
4.78%
FBSOX:
22.22%
VOO:
19.12%
FBSOX:
-49.59%
VOO:
-33.99%
FBSOX:
-21.16%
VOO:
-8.57%
Returns By Period
In the year-to-date period, FBSOX achieves a -12.06% return, which is significantly lower than VOO's -4.35% return. Over the past 10 years, FBSOX has underperformed VOO with an annualized return of 9.90%, while VOO has yielded a comparatively higher 12.23% annualized return.
FBSOX
-12.06%
-2.12%
-7.27%
2.32%
3.95%
9.90%
VOO
-4.35%
10.32%
-2.47%
9.64%
16.03%
12.23%
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FBSOX vs. VOO - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FBSOX vs. VOO — Risk-Adjusted Performance Rank
FBSOX
VOO
FBSOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) 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
FBSOX vs. VOO - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 0.10%, less than VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 0.10% | 0.07% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBSOX vs. VOO - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -49.59%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBSOX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBSOX vs. VOO - Volatility Comparison
Fidelity Select IT Services Portfolio (FBSOX) has a higher volatility of 15.24% compared to Vanguard S&P 500 ETF (VOO) at 11.27%. This indicates that FBSOX'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.