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 0.83, 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:
-0.03
VOOG:
1.75
FBSOX:
0.08
VOOG:
2.30
FBSOX:
1.01
VOOG:
1.32
FBSOX:
-0.01
VOOG:
2.45
FBSOX:
-0.05
VOOG:
9.48
FBSOX:
10.33%
VOOG:
3.32%
FBSOX:
19.14%
VOOG:
18.01%
FBSOX:
-54.04%
VOOG:
-32.73%
FBSOX:
-36.50%
VOOG:
0.00%
Returns By Period
In the year-to-date period, FBSOX achieves a 9.71% return, which is significantly higher than VOOG's 5.17% return. Over the past 10 years, FBSOX has underperformed VOOG with an annualized return of 5.85%, while VOOG has yielded a comparatively higher 15.29% annualized return.
FBSOX
9.71%
7.78%
11.13%
2.44%
-4.40%
5.85%
VOOG
5.17%
2.81%
13.79%
33.83%
16.79%
15.29%
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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.
Dividends
FBSOX vs. VOOG - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 0.06%, less than VOOG's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 0.06% | 0.07% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% |
VOOG Vanguard S&P 500 Growth ETF | 0.46% | 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 -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
The current volatility for Fidelity Select IT Services Portfolio (FBSOX) is 3.32%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.41%. 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.