FIDRX vs. VIS

Last updated Jul 29, 2026

FIDRX (Fidelity Select Industrials Portfolio) and VIS (Vanguard Industrials ETF) are both Industrials Equities funds. FIDRX is actively managed, while VIS is passively managed. Their 0.98 correlation means they have historically moved very closely together. FIDRX charges 0.68%/yr vs 0.09%/yr for VIS.

Performance

FIDRX vs. VIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Industrials Portfolio (FIDRX) and Vanguard Industrials ETF (VIS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FIDRX

• 1D: 0.38%
• 1M: 0.42%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

VIS

• 1D: -0.55%
• 1M: -0.85%
• 6M: 9.35%
• YTD: 17.68%
• 1Y: 19.81%
• 3Y*: 19.75%
• 5Y*: 13.54%
• 10Y*: 13.91%
• ALL TIME*: 11.13%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FIDRX Fidelity Select Industrials Portfolio	$0.00	$0.00	$0.00
VIS Vanguard Industrials ETF	$20.80M	$32.16M	$29.59M

FIDRX vs. VIS - Yearly Performance Comparison

	2026 (YTD)
FIDRX Fidelity Select Industrials Portfolio	12.98%
VIS Vanguard Industrials ETF	10.91%

Correlation

The correlation between FIDRX and VIS is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.98

Return for Risk

FIDRX vs. VIS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIDRX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VIS

VIS Risk / Return Rank: 47
VIS Sharpe Ratio Rank: 46
VIS Sortino Ratio Rank: 47
VIS Omega Ratio Rank: 41
VIS Calmar Ratio Rank: 46
VIS Martin Ratio Rank: 56

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIDRX vs. VIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Industrials Portfolio (FIDRX) and Vanguard Industrials ETF (VIS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FIDRX	VIS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.13	—
Sortino ratio: Return per unit of downside risk	—	1.67	—
Omega ratio: Gain probability vs. loss probability	—	1.20	—
Calmar ratio: Return relative to maximum drawdown	—	1.62	—
Martin ratio: Return relative to average drawdown	—	6.52	—

Drawdowns

FIDRX vs. VIS - Drawdown Comparison

The maximum FIDRX drawdown since its inception was -6.17%, smaller than the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for FIDRX and VIS.

Drawdown Indicators

	FIDRX	VIS	Difference
Max Drawdown Largest peak-to-trough decline	-6.17%	-63.51%	+57.34%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.29%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.80%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.96%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.42%	—
Current Drawdown Current decline from peak	-2.33%	-3.02%	+0.69%
Average Drawdown Average peak-to-trough decline	-1.92%	-8.33%	+6.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.08%	—

Volatility

Volatility by Period

	FIDRX	VIS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.06%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.21%	—
Volatility (1Y) Calculated over the trailing 1-year period	23.31%	17.63%	+5.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.31%	18.49%	+4.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.31%	20.46%	+2.85%

FIDRX vs. VIS - Expense Ratio Comparison

FIDRX has a 0.68% expense ratio, which is higher than VIS's 0.09% expense ratio.

Dividends

FIDRX vs. VIS - Dividend Comparison

FIDRX has not paid dividends to shareholders, while VIS's dividend yield for the trailing twelve months is around 0.89%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIDRX Fidelity Select Industrials Portfolio	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VIS Vanguard Industrials ETF	0.89%	1.01%	1.23%	1.36%	1.52%	1.11%	1.38%	1.68%	1.90%	1.60%	1.81%	1.94%

Frequently Asked Questions

Can I hold both FIDRX and VIS in my portfolio?

With a correlation of 0.98, FIDRX and VIS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.