FCOM vs. FBMPX
Compare and contrast key facts about Fidelity MSCI Communication Services Index ETF (FCOM) and Fidelity Select Communication Services Portfolio (FBMPX).
FCOM is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Telecommunication Services 25/50 Index. It was launched on Oct 21, 2013. FBMPX is managed by Fidelity. It was launched on Jun 29, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCOM or FBMPX.
Performance
FCOM vs. FBMPX - Performance Comparison
Returns By Period
In the year-to-date period, FCOM achieves a 31.12% return, which is significantly higher than FBMPX's 27.05% return. Over the past 10 years, FCOM has outperformed FBMPX with an annualized return of 10.14%, while FBMPX has yielded a comparatively lower 3.46% annualized return.
FCOM
31.12%
4.06%
15.06%
36.57%
11.82%
10.14%
FBMPX
27.05%
3.78%
12.60%
32.48%
11.17%
3.46%
Key characteristics
| FCOM | FBMPX | |
|---|---|---|
| Sharpe Ratio | 2.39 | 1.91 |
| Sortino Ratio | 3.19 | 2.52 |
| Omega Ratio | 1.43 | 1.34 |
| Calmar Ratio | 1.50 | 1.71 |
| Martin Ratio | 17.90 | 10.02 |
| Ulcer Index | 2.13% | 3.39% |
| Daily Std Dev | 15.91% | 17.85% |
| Max Drawdown | -46.76% | -61.51% |
| Current Drawdown | -1.51% | -1.62% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCOM vs. FBMPX - Expense Ratio Comparison
FCOM has a 0.08% expense ratio, which is lower than FBMPX's 0.74% expense ratio.
Correlation
The correlation between FCOM and FBMPX is 0.81, 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.
Risk-Adjusted Performance
FCOM vs. FBMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Communication Services Index ETF (FCOM) and Fidelity Select Communication Services Portfolio (FBMPX). 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
FCOM vs. FBMPX - Dividend Comparison
FCOM's dividend yield for the trailing twelve months is around 0.83%, while FBMPX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCOM Fidelity MSCI Communication Services Index ETF | 0.83% | 0.77% | 1.04% | 0.90% | 0.68% | 0.86% | 2.78% | 7.54% | 2.25% | 2.92% | 2.69% | 0.25% |
FBMPX Fidelity Select Communication Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.21% | 0.44% | 2.46% | 1.95% | 3.30% |
Drawdowns
FCOM vs. FBMPX - Drawdown Comparison
The maximum FCOM drawdown since its inception was -46.76%, smaller than the maximum FBMPX drawdown of -61.51%. Use the drawdown chart below to compare losses from any high point for FCOM and FBMPX. For additional features, visit the drawdowns tool.
Volatility
FCOM vs. FBMPX - Volatility Comparison
The current volatility for Fidelity MSCI Communication Services Index ETF (FCOM) is 4.66%, while Fidelity Select Communication Services Portfolio (FBMPX) has a volatility of 5.02%. This indicates that FCOM experiences smaller price fluctuations and is considered to be less risky than FBMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.