Correlation
The correlation between FBSOX and VOOG is 0.85, 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.
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.
Performance
FBSOX vs. VOOG - Performance Comparison
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Key characteristics
FBSOX:
1.15
VOOG:
0.77
FBSOX:
1.52
VOOG:
1.24
FBSOX:
1.22
VOOG:
1.17
FBSOX:
0.80
VOOG:
0.91
FBSOX:
3.83
VOOG:
3.04
FBSOX:
5.48%
VOOG:
6.65%
FBSOX:
20.07%
VOOG:
25.26%
FBSOX:
-49.59%
VOOG:
-32.73%
FBSOX:
-6.37%
VOOG:
-2.58%
Returns By Period
In the year-to-date period, FBSOX achieves a 4.44% return, which is significantly higher than VOOG's 2.46% return. Over the past 10 years, FBSOX has underperformed VOOG with an annualized return of 11.70%, while VOOG has yielded a comparatively higher 14.90% annualized return.
FBSOX
4.44%
8.07%
1.41%
22.78%
11.50%
6.55%
11.70%
VOOG
2.46%
10.36%
3.46%
19.22%
17.24%
16.90%
14.90%
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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 Rank
FBSOX
VOOG
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.
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Dividends
FBSOX vs. VOOG - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 25.44%, more than VOOG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 25.44% | 18.34% | 3.81% | 14.40% | 15.64% | 5.27% | 2.30% | 4.97% | 3.10% | 0.32% | 3.87% | 8.20% |
VOOG Vanguard S&P 500 Growth ETF | 0.54% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FBSOX vs. VOOG - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -49.59%, 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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Volatility
FBSOX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Select IT Services Portfolio (FBSOX) is 4.42%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.51%. 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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