FDFAX vs. VIIIX
Compare and contrast key facts about Fidelity Select Consumer Staples Portfolio (FDFAX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
FDFAX is managed by Fidelity Investments. It was launched on Jul 28, 1985. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDFAX or VIIIX.
Key characteristics
| FDFAX | VIIIX | |
|---|---|---|
| YTD Return | 6.05% | 26.59% |
| 1Y Return | 6.37% | 33.05% |
| 3Y Return (Ann) | 1.51% | 8.06% |
| 5Y Return (Ann) | 3.97% | 13.62% |
| 10Y Return (Ann) | 2.09% | 12.27% |
| Sharpe Ratio | 0.70 | 2.89 |
| Sortino Ratio | 1.05 | 3.86 |
| Omega Ratio | 1.12 | 1.54 |
| Calmar Ratio | 0.92 | 4.22 |
| Martin Ratio | 3.03 | 18.74 |
| Ulcer Index | 2.61% | 1.90% |
| Daily Std Dev | 11.30% | 12.34% |
| Max Drawdown | -38.01% | -55.18% |
| Current Drawdown | -5.32% | -0.26% |
Correlation
The correlation between FDFAX and VIIIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FDFAX vs. VIIIX - Performance Comparison
In the year-to-date period, FDFAX achieves a 6.05% return, which is significantly lower than VIIIX's 26.59% return. Over the past 10 years, FDFAX has underperformed VIIIX with an annualized return of 2.09%, while VIIIX has yielded a comparatively higher 12.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDFAX vs. VIIIX - Expense Ratio Comparison
FDFAX has a 0.73% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
FDFAX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Staples Portfolio (FDFAX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
FDFAX vs. VIIIX - Dividend Comparison
FDFAX's dividend yield for the trailing twelve months is around 2.05%, more than VIIIX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFAX Fidelity Select Consumer Staples Portfolio | 2.05% | 1.92% | 1.71% | 1.85% | 1.76% | 1.76% | 3.43% | 2.01% | 1.78% | 5.39% | 4.66% | 9.48% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.26% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% | 1.87% |
Drawdowns
FDFAX vs. VIIIX - Drawdown Comparison
The maximum FDFAX drawdown since its inception was -38.01%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FDFAX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
FDFAX vs. VIIIX - Volatility Comparison
The current volatility for Fidelity Select Consumer Staples Portfolio (FDFAX) is 3.01%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 3.75%. This indicates that FDFAX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.