FDCPX vs. FXAIX
Compare and contrast key facts about Fidelity Select Tech Hardware Portfolio (FDCPX) and Fidelity 500 Index Fund (FXAIX).
FDCPX is managed by Fidelity. It was launched on Jul 28, 1985. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDCPX or FXAIX.
Performance
FDCPX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FDCPX achieves a 17.52% return, which is significantly lower than FXAIX's 25.06% return. Over the past 10 years, FDCPX has underperformed FXAIX with an annualized return of 3.90%, while FXAIX has yielded a comparatively higher 13.01% annualized return.
FDCPX
17.52%
-2.86%
4.80%
24.83%
7.43%
3.90%
FXAIX
25.06%
0.60%
11.76%
32.39%
15.52%
13.01%
Key characteristics
| FDCPX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 1.43 | 2.66 |
| Sortino Ratio | 2.00 | 3.55 |
| Omega Ratio | 1.26 | 1.49 |
| Calmar Ratio | 0.99 | 3.86 |
| Martin Ratio | 7.33 | 17.38 |
| Ulcer Index | 3.45% | 1.87% |
| Daily Std Dev | 17.70% | 12.27% |
| Max Drawdown | -80.41% | -33.79% |
| Current Drawdown | -6.54% | -1.74% |
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FDCPX vs. FXAIX - Expense Ratio Comparison
FDCPX has a 0.72% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FDCPX and FXAIX 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.
Risk-Adjusted Performance
FDCPX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Tech Hardware Portfolio (FDCPX) and Fidelity 500 Index Fund (FXAIX). 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
FDCPX vs. FXAIX - Dividend Comparison
FDCPX's dividend yield for the trailing twelve months is around 0.44%, less than FXAIX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCPX Fidelity Select Tech Hardware Portfolio | 0.44% | 0.51% | 0.72% | 0.70% | 1.47% | 0.92% | 1.33% | 0.88% | 1.18% | 1.17% | 0.57% | 7.34% |
FXAIX Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FDCPX vs. FXAIX - Drawdown Comparison
The maximum FDCPX drawdown since its inception was -80.41%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDCPX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDCPX vs. FXAIX - Volatility Comparison
Fidelity Select Tech Hardware Portfolio (FDCPX) has a higher volatility of 4.47% compared to Fidelity 500 Index Fund (FXAIX) at 4.05%. This indicates that FDCPX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.