FDLSX vs. VOO
Compare and contrast key facts about Fidelity Select Leisure Portfolio (FDLSX) and Vanguard S&P 500 ETF (VOO).
FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDLSX or VOO.
Performance
FDLSX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FDLSX achieves a 21.17% return, which is significantly lower than VOO's 24.51% return. Both investments have delivered pretty close results over the past 10 years, with FDLSX having a 12.94% annualized return and VOO not far ahead at 13.12%.
FDLSX
21.17%
2.57%
15.68%
30.65%
15.45%
12.94%
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| FDLSX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.64 |
| Sortino Ratio | 3.00 | 3.53 |
| Omega Ratio | 1.39 | 1.49 |
| Calmar Ratio | 3.30 | 3.81 |
| Martin Ratio | 12.34 | 17.34 |
| Ulcer Index | 2.55% | 1.86% |
| Daily Std Dev | 14.29% | 12.20% |
| Max Drawdown | -51.18% | -33.99% |
| Current Drawdown | -2.48% | -2.16% |
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FDLSX vs. VOO - Expense Ratio Comparison
FDLSX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between FDLSX and VOO is 0.79, 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
FDLSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Leisure Portfolio (FDLSX) and Vanguard S&P 500 ETF (VOO). 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
FDLSX vs. VOO - Dividend Comparison
FDLSX's dividend yield for the trailing twelve months is around 0.36%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDLSX Fidelity Select Leisure Portfolio | 0.36% | 0.39% | 0.37% | 0.11% | 0.45% | 0.71% | 1.22% | 0.83% | 1.01% | 2.88% | 4.21% | 8.06% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FDLSX vs. VOO - Drawdown Comparison
The maximum FDLSX drawdown since its inception was -51.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDLSX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDLSX vs. VOO - Volatility Comparison
Fidelity Select Leisure Portfolio (FDLSX) has a higher volatility of 4.53% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that FDLSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.