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 Apr 5, 2019.
Performance
FBSOX vs. VOOG - Performance Comparison
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FBSOX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | -19.03% | -9.19% | 15.04% | 23.23% | -28.86% | 2.53% | 31.47% | 42.25% | 4.11% | 34.28% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, FBSOX achieves a -19.03% return, which is significantly lower than VOOG's -6.97% return. Over the past 10 years, FBSOX has underperformed VOOG with an annualized return of 7.53%, while VOOG has yielded a comparatively higher 15.86% annualized return.
FBSOX
- 1D
- 1.99%
- 1M
- -3.77%
- YTD
- -19.03%
- 6M
- -25.53%
- 1Y
- -26.40%
- 3Y*
- -0.81%
- 5Y*
- -5.57%
- 10Y*
- 7.53%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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FBSOX vs. VOOG - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
FBSOX vs. VOOG — Risk / Return Rank
FBSOX
VOOG
FBSOX vs. VOOG - Risk-Adjusted Trends 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.
| FBSOX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.10 | 1.05 | -2.14 |
Sortino ratioReturn per unit of downside risk | -1.44 | 1.62 | -3.06 |
Omega ratioGain probability vs. loss probability | 0.81 | 1.23 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | -0.83 | 1.76 | -2.59 |
Martin ratioReturn relative to average drawdown | -2.00 | 6.81 | -8.81 |
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
| FBSOX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.10 | 1.05 | -2.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.59 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.77 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.84 | -0.37 |
Correlation
The correlation between FBSOX and VOOG 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.
Dividends
FBSOX vs. VOOG - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 17.37%, more than VOOG's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 17.37% | 14.07% | 18.34% | 3.81% | 14.40% | 15.64% | 5.27% | 2.30% | 4.97% | 3.10% | 0.32% | 3.87% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
FBSOX vs. VOOG - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -50.01%, 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.
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Drawdown Indicators
| FBSOX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.01% | -32.73% | -17.28% |
Max Drawdown (1Y)Largest decline over 1 year | -32.78% | -13.71% | -19.07% |
Max Drawdown (5Y)Largest decline over 5 years | -42.28% | -32.73% | -9.55% |
Max Drawdown (10Y)Largest decline over 10 years | -42.28% | -32.73% | -9.55% |
Current DrawdownCurrent decline from peak | -34.08% | -9.07% | -25.01% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -5.01% | -5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.57% | 3.54% | +10.03% |
Volatility
FBSOX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Select IT Services Portfolio (FBSOX) is 6.18%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that FBSOX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBSOX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 7.28% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 16.93% | 12.68% | +4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.08% | 22.28% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 21.16% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 20.65% | +2.04% |