FIDSX vs. FSELX
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Semiconductors Portfolio (FSELX).
FIDSX is managed by Blackrock. It was launched on Dec 10, 1981. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDSX or FSELX.
Key characteristics
| FIDSX | FSELX | |
|---|---|---|
| YTD Return | 35.78% | 42.47% |
| 1Y Return | 51.73% | 45.49% |
| 3Y Return (Ann) | 11.27% | 13.57% |
| 5Y Return (Ann) | 14.84% | 23.57% |
| 10Y Return (Ann) | 11.83% | 18.56% |
| Sharpe Ratio | 3.18 | 1.28 |
| Sortino Ratio | 4.51 | 1.80 |
| Omega Ratio | 1.58 | 1.23 |
| Calmar Ratio | 3.96 | 1.88 |
| Martin Ratio | 22.45 | 5.36 |
| Ulcer Index | 2.34% | 8.54% |
| Daily Std Dev | 16.52% | 35.88% |
| Max Drawdown | -73.84% | -81.70% |
| Current Drawdown | -1.29% | -8.72% |
Correlation
The correlation between FIDSX and FSELX is 0.56, 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
FIDSX vs. FSELX - Performance Comparison
In the year-to-date period, FIDSX achieves a 35.78% return, which is significantly lower than FSELX's 42.47% return. Over the past 10 years, FIDSX has underperformed FSELX with an annualized return of 11.83%, while FSELX has yielded a comparatively higher 18.56% 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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FIDSX vs. FSELX - Expense Ratio Comparison
FIDSX has a 0.73% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FIDSX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
FIDSX vs. FSELX - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.56%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.56% | 2.08% | 2.17% | 1.97% | 2.04% | 1.45% | 1.61% | 0.63% | 1.00% | 0.92% | 1.00% | 0.91% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
FIDSX vs. FSELX - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -73.84%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FIDSX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FIDSX vs. FSELX - Volatility Comparison
Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Select Semiconductors Portfolio (FSELX) have volatilities of 8.76% and 8.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.