FDCPX vs. IYW
Compare and contrast key facts about Fidelity Select Tech Hardware Portfolio (FDCPX) and iShares U.S. Technology ETF (IYW).
FDCPX is managed by Fidelity. It was launched on Jul 28, 1985. IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Performance
FDCPX vs. IYW - Performance Comparison
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FDCPX vs. IYW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDCPX Fidelity Select Tech Hardware Portfolio | 9.40% | 54.44% | 22.40% | 33.52% | -28.63% | 23.68% | 46.07% | 40.15% | -6.30% | 32.64% |
IYW iShares U.S. Technology ETF | -9.11% | 25.38% | 30.25% | 65.44% | -34.83% | 35.44% | 47.45% | 46.64% | -0.93% | 36.60% |
Returns By Period
In the year-to-date period, FDCPX achieves a 9.40% return, which is significantly higher than IYW's -9.11% return. Both investments have delivered pretty close results over the past 10 years, with FDCPX having a 21.61% annualized return and IYW not far behind at 21.54%.
FDCPX
- 1D
- -2.61%
- 1M
- -8.67%
- YTD
- 9.40%
- 6M
- 14.21%
- 1Y
- 74.26%
- 3Y*
- 34.03%
- 5Y*
- 18.00%
- 10Y*
- 21.61%
IYW
- 1D
- 4.55%
- 1M
- -4.27%
- YTD
- -9.11%
- 6M
- -7.31%
- 1Y
- 29.37%
- 3Y*
- 25.33%
- 5Y*
- 15.47%
- 10Y*
- 21.54%
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FDCPX vs. IYW - Expense Ratio Comparison
FDCPX has a 0.72% expense ratio, which is higher than IYW's 0.42% expense ratio.
Return for Risk
FDCPX vs. IYW — Risk / Return Rank
FDCPX
IYW
FDCPX vs. IYW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Tech Hardware Portfolio (FDCPX) and iShares U.S. Technology ETF (IYW). 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.
| FDCPX | IYW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.58 | 1.10 | +1.48 |
Sortino ratioReturn per unit of downside risk | 3.38 | 1.69 | +1.69 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.24 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 4.85 | 1.64 | +3.21 |
Martin ratioReturn relative to average drawdown | 23.39 | 5.31 | +18.08 |
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
| FDCPX | IYW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 1.10 | +1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.60 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.00 | 0.87 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.30 | +0.21 |
Correlation
The correlation between FDCPX and IYW is 0.90, 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
FDCPX vs. IYW - Dividend Comparison
FDCPX's dividend yield for the trailing twelve months is around 13.15%, more than IYW's 0.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCPX Fidelity Select Tech Hardware Portfolio | 13.15% | 14.38% | 7.58% | 0.51% | 17.72% | 16.95% | 8.81% | 12.15% | 23.69% | 10.50% | 6.57% | 4.53% |
IYW iShares U.S. Technology ETF | 0.15% | 0.14% | 0.21% | 0.34% | 0.50% | 0.31% | 0.56% | 0.72% | 0.92% | 0.82% | 1.14% | 1.12% |
Drawdowns
FDCPX vs. IYW - Drawdown Comparison
The maximum FDCPX drawdown since its inception was -81.96%, roughly equal to the maximum IYW drawdown of -81.90%. Use the drawdown chart below to compare losses from any high point for FDCPX and IYW.
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Drawdown Indicators
| FDCPX | IYW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.96% | -81.90% | -0.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -17.81% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -35.29% | -39.44% | +4.15% |
Max Drawdown (10Y)Largest decline over 10 years | -35.29% | -39.44% | +4.15% |
Current DrawdownCurrent decline from peak | -9.09% | -14.07% | +4.98% |
Average DrawdownAverage peak-to-trough decline | -26.23% | -34.87% | +8.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 5.49% | -2.51% |
Volatility
FDCPX vs. IYW - Volatility Comparison
Fidelity Select Tech Hardware Portfolio (FDCPX) has a higher volatility of 11.19% compared to iShares U.S. Technology ETF (IYW) at 8.08%. This indicates that FDCPX's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDCPX | IYW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.19% | 8.08% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 18.17% | 15.91% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.72% | 26.87% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.00% | 25.79% | -3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 24.98% | -3.39% |