FFGCX vs. XLE
Compare and contrast key facts about Fidelity Global Commodity Stock Fund (FFGCX) and State Street Energy Select Sector SPDR ETF (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.
Performance
FFGCX vs. XLE - Performance Comparison
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FFGCX vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFGCX Fidelity Global Commodity Stock Fund | 22.87% | 28.66% | 2.98% | -5.18% | 20.69% | 26.08% | 6.04% | 17.82% | -13.21% | 17.18% |
XLE State Street Energy Select Sector SPDR ETF | 37.91% | 7.88% | 5.56% | -0.63% | 64.32% | 53.28% | -32.67% | 11.74% | -18.22% | -0.89% |
Returns By Period
In the year-to-date period, FFGCX achieves a 22.87% return, which is significantly lower than XLE's 37.91% return. Over the past 10 years, FFGCX has outperformed XLE with an annualized return of 13.82%, while XLE has yielded a comparatively lower 11.65% annualized return.
FFGCX
- 1D
- 0.25%
- 1M
- -1.60%
- YTD
- 22.87%
- 6M
- 31.25%
- 1Y
- 52.48%
- 3Y*
- 17.71%
- 5Y*
- 15.78%
- 10Y*
- 13.82%
XLE
- 1D
- -1.13%
- 1M
- 10.27%
- YTD
- 37.91%
- 6M
- 39.21%
- 1Y
- 35.32%
- 3Y*
- 17.71%
- 5Y*
- 23.99%
- 10Y*
- 11.65%
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FFGCX vs. XLE - Expense Ratio Comparison
FFGCX has a 0.94% expense ratio, which is higher than XLE's 0.08% expense ratio.
Return for Risk
FFGCX vs. XLE — Risk / Return Rank
FFGCX
XLE
FFGCX vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Commodity Stock Fund (FFGCX) and State Street Energy Select Sector SPDR ETF (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.
| FFGCX | XLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.57 | 1.42 | +1.14 |
Sortino ratioReturn per unit of downside risk | 3.09 | 1.84 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.28 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 3.46 | 1.96 | +1.50 |
Martin ratioReturn relative to average drawdown | 17.89 | 5.16 | +12.74 |
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
| FFGCX | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.57 | 1.42 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.93 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.40 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.32 | +0.03 |
Correlation
The correlation between FFGCX and XLE is 0.82, 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
FFGCX vs. XLE - Dividend Comparison
FFGCX's dividend yield for the trailing twelve months is around 2.06%, less than XLE's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFGCX Fidelity Global Commodity Stock Fund | 2.06% | 2.53% | 2.62% | 2.01% | 1.84% | 3.39% | 1.61% | 2.98% | 2.22% | 0.36% | 1.53% | 2.86% |
XLE State Street Energy Select Sector SPDR ETF | 2.44% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Drawdowns
FFGCX vs. XLE - Drawdown Comparison
The maximum FFGCX drawdown since its inception was -57.23%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for FFGCX and XLE.
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Drawdown Indicators
| FFGCX | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.23% | -71.26% | +14.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -18.79% | +4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -27.22% | -26.04% | -1.18% |
Max Drawdown (10Y)Largest decline over 10 years | -48.43% | -66.81% | +18.38% |
Current DrawdownCurrent decline from peak | -2.30% | -2.08% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -19.54% | -18.05% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 7.14% | -4.31% |
Volatility
FFGCX vs. XLE - Volatility Comparison
Fidelity Global Commodity Stock Fund (FFGCX) has a higher volatility of 6.10% compared to State Street Energy Select Sector SPDR ETF (XLE) at 5.05%. This indicates that FFGCX's price experiences larger fluctuations and is considered to be riskier than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFGCX | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 5.05% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 13.94% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.49% | 24.93% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 26.06% | -4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.54% | 29.48% | -6.94% |