FBSOX vs. VOOG
Compare and contrast key facts about Fidelity Select IT Services Portfolio (FBSOX) and Vanguard S&P 500 Growth ETF (VOOG).
FBSOX is managed by Fidelity. It was launched on Feb 4, 1998. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between FBSOX and VOOG 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. VOOG - Performance Comparison
Key characteristics
FBSOX:
0.33
VOOG:
2.08
FBSOX:
0.53
VOOG:
2.70
FBSOX:
1.07
VOOG:
1.38
FBSOX:
0.12
VOOG:
2.83
FBSOX:
0.56
VOOG:
11.26
FBSOX:
9.59%
VOOG:
3.23%
FBSOX:
16.36%
VOOG:
17.53%
FBSOX:
-54.04%
VOOG:
-32.73%
FBSOX:
-34.83%
VOOG:
-3.60%
Returns By Period
In the year-to-date period, FBSOX achieves a 9.10% return, which is significantly lower than VOOG's 35.98% return. Over the past 10 years, FBSOX has underperformed VOOG with an annualized return of 6.65%, while VOOG has yielded a comparatively higher 15.09% annualized return.
FBSOX
9.10%
0.64%
19.74%
6.96%
-2.04%
6.65%
VOOG
35.98%
3.05%
9.15%
35.81%
17.15%
15.09%
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FBSOX vs. VOOG - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FBSOX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 0.01%, less than VOOG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 0.01% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% | 2.84% |
VOOG Vanguard S&P 500 Growth ETF | 0.34% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
FBSOX vs. VOOG - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -54.04%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FBSOX and VOOG. For additional features, visit the drawdowns tool.
Volatility
FBSOX vs. VOOG - Volatility Comparison
Fidelity Select IT Services Portfolio (FBSOX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 4.85% and 4.66%, 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.