FFGCX vs. XLE
Compare and contrast key facts about Fidelity Global Commodity Stock Fund (FFGCX) and Energy Select Sector SPDR Fund (XLE).
FFGCX is managed by Fidelity. It was launched on Mar 25, 2009. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFGCX or XLE.
Key characteristics
| FFGCX | XLE | |
|---|---|---|
| YTD Return | 8.56% | 10.07% |
| 1Y Return | 10.27% | 3.22% |
| 3Y Return (Ann) | 8.02% | 20.47% |
| 5Y Return (Ann) | 12.70% | 14.15% |
| 10Y Return (Ann) | 6.23% | 4.53% |
| Sharpe Ratio | 0.50 | 0.08 |
| Sortino Ratio | 0.79 | 0.23 |
| Omega Ratio | 1.10 | 1.03 |
| Calmar Ratio | 0.36 | 0.11 |
| Martin Ratio | 1.70 | 0.23 |
| Ulcer Index | 4.99% | 6.55% |
| Daily Std Dev | 16.88% | 18.09% |
| Max Drawdown | -55.11% | -71.54% |
| Current Drawdown | -9.52% | -6.66% |
Correlation
The correlation between FFGCX and XLE is 0.83, 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.
Performance
FFGCX vs. XLE - Performance Comparison
In the year-to-date period, FFGCX achieves a 8.56% return, which is significantly lower than XLE's 10.07% return. Over the past 10 years, FFGCX has outperformed XLE with an annualized return of 6.23%, while XLE has yielded a comparatively lower 4.53% 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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FFGCX vs. XLE - Expense Ratio Comparison
FFGCX has a 0.94% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
FFGCX vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Commodity Stock Fund (FFGCX) and Energy Select Sector SPDR Fund (XLE). 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
FFGCX vs. XLE - Dividend Comparison
FFGCX's dividend yield for the trailing twelve months is around 1.86%, less than XLE's 3.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFGCX Fidelity Global Commodity Stock Fund | 1.86% | 2.01% | 1.84% | 3.39% | 1.61% | 2.98% | 2.06% | 0.99% | 0.93% | 2.86% | 3.07% | 2.75% |
XLE Energy Select Sector SPDR Fund | 3.31% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% | 1.73% |
Drawdowns
FFGCX vs. XLE - Drawdown Comparison
The maximum FFGCX drawdown since its inception was -55.11%, smaller than the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for FFGCX and XLE. For additional features, visit the drawdowns tool.
Volatility
FFGCX vs. XLE - Volatility Comparison
The current volatility for Fidelity Global Commodity Stock Fund (FFGCX) is 4.24%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 6.75%. This indicates that FFGCX experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.