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. It was launched on Jul 28, 1985. VCSAX is managed by Vanguard. It was launched on Jan 30, 2004.
Performance
FDFAX vs. VCSAX - Performance Comparison
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FDFAX vs. VCSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDFAX Fidelity Select Consumer Staples Portfolio | 5.95% | -1.31% | -0.14% | 3.02% | -0.44% | 14.43% | 11.60% | 31.79% | -15.91% | 12.15% |
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 6.73% | 2.11% | 13.29% | 2.38% | -1.75% | 18.56% | 10.90% | 26.08% | -7.72% | 11.79% |
Returns By Period
In the year-to-date period, FDFAX achieves a 5.95% return, which is significantly lower than VCSAX's 6.73% return. Over the past 10 years, FDFAX has underperformed VCSAX with an annualized return of 5.17%, while VCSAX has yielded a comparatively higher 7.79% annualized return.
FDFAX
- 1D
- 0.40%
- 1M
- -7.93%
- YTD
- 5.95%
- 6M
- 8.03%
- 1Y
- 3.89%
- 3Y*
- 1.86%
- 5Y*
- 3.46%
- 10Y*
- 5.17%
VCSAX
- 1D
- 0.42%
- 1M
- -7.73%
- YTD
- 6.73%
- 6M
- 6.01%
- 1Y
- 4.71%
- 3Y*
- 7.58%
- 5Y*
- 7.46%
- 10Y*
- 7.79%
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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.
Return for Risk
FDFAX vs. VCSAX — Risk / Return Rank
FDFAX
VCSAX
FDFAX vs. VCSAX - Risk-Adjusted Trends 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.
| FDFAX | VCSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.46 | -0.11 |
Sortino ratioReturn per unit of downside risk | 0.62 | 0.76 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.09 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.62 | -0.13 |
Martin ratioReturn relative to average drawdown | 1.03 | 1.56 | -0.53 |
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
| FDFAX | VCSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.46 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.58 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.54 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.66 | +0.15 |
Correlation
The correlation between FDFAX and VCSAX is 0.93, 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
FDFAX vs. VCSAX - Dividend Comparison
FDFAX's dividend yield for the trailing twelve months is around 6.08%, more than VCSAX's 2.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFAX Fidelity Select Consumer Staples Portfolio | 6.08% | 6.45% | 2.73% | 5.13% | 3.34% | 10.73% | 3.16% | 2.78% | 14.36% | 8.82% | 4.71% | 9.06% |
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 2.15% | 2.26% | 2.33% | 2.65% | 2.37% | 2.99% | 2.50% | 2.44% | 2.78% | 2.52% | 2.40% | 2.56% |
Drawdowns
FDFAX vs. VCSAX - Drawdown Comparison
The maximum FDFAX drawdown since its inception was -38.29%, 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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Drawdown Indicators
| FDFAX | VCSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.29% | -34.34% | -3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.18% | -9.28% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -16.56% | +0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -27.66% | -25.08% | -2.58% |
Current DrawdownCurrent decline from peak | -8.07% | -7.73% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -3.72% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 3.72% | +0.67% |
Volatility
FDFAX vs. VCSAX - Volatility Comparison
The current volatility for Fidelity Select Consumer Staples Portfolio (FDFAX) is 3.77%, while Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) has a volatility of 3.99%. This indicates that FDFAX experiences smaller price fluctuations and is considered to be less risky than VCSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDFAX | VCSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 3.99% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 8.98% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 13.74% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 13.00% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.96% | 14.60% | +0.36% |