Correlation
The correlation between FDFAX and VCSAX is 0.73, 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.
FDFAX vs. VCSAX
Compare and contrast key facts about Fidelity Select Consumer Staples Portfolio (FDFAX) and Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX).
FDFAX is managed by Fidelity Investments. It was launched on Jul 28, 1985. VCSAX is managed by Vanguard. It was launched on Jan 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDFAX or VCSAX.
Performance
FDFAX vs. VCSAX - Performance Comparison
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Key characteristics
FDFAX:
0.08
VCSAX:
0.76
FDFAX:
0.05
VCSAX:
1.00
FDFAX:
1.01
VCSAX:
1.12
FDFAX:
-0.05
VCSAX:
0.95
FDFAX:
-0.11
VCSAX:
3.03
FDFAX:
5.08%
VCSAX:
2.78%
FDFAX:
14.65%
VCSAX:
13.28%
FDFAX:
-38.19%
VCSAX:
-34.34%
FDFAX:
-7.24%
VCSAX:
-2.01%
Returns By Period
In the year-to-date period, FDFAX achieves a -1.07% return, which is significantly lower than VCSAX's 4.82% return. Over the past 10 years, FDFAX has underperformed VCSAX with an annualized return of 5.81%, while VCSAX has yielded a comparatively higher 8.41% annualized return.
FDFAX
-1.07%
-0.55%
-3.94%
1.09%
3.96%
8.94%
5.81%
VCSAX
4.82%
0.81%
1.13%
9.69%
8.17%
11.30%
8.41%
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FDFAX vs. VCSAX - Expense Ratio Comparison
FDFAX has a 0.73% expense ratio, which is higher than VCSAX's 0.10% expense ratio.
Risk-Adjusted Performance
FDFAX vs. VCSAX — Risk-Adjusted Performance Rank
FDFAX
VCSAX
FDFAX vs. VCSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Staples Portfolio (FDFAX) and Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX). 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
FDFAX vs. VCSAX - Dividend Comparison
FDFAX's dividend yield for the trailing twelve months is around 9.29%, more than VCSAX's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFAX Fidelity Select Consumer Staples Portfolio | 9.29% | 8.49% | 5.13% | 3.34% | 10.73% | 3.16% | 2.78% | 14.36% | 8.82% | 4.71% | 9.06% | 5.65% |
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 2.37% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.77% | 2.52% | 2.40% | 2.56% | 1.92% |
Drawdowns
FDFAX vs. VCSAX - Drawdown Comparison
The maximum FDFAX drawdown since its inception was -38.19%, which is greater than VCSAX's maximum drawdown of -34.34%. Use the drawdown chart below to compare losses from any high point for FDFAX and VCSAX.
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Volatility
FDFAX vs. VCSAX - Volatility Comparison
Fidelity Select Consumer Staples Portfolio (FDFAX) has a higher volatility of 3.76% compared to Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) at 3.45%. This indicates that FDFAX's price experiences larger fluctuations and is considered to be riskier than VCSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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