FIDSX vs. SCHW
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and The Charles Schwab Corporation (SCHW).
FIDSX is managed by Blackrock. It was launched on Dec 10, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDSX or SCHW.
Key characteristics
| FIDSX | SCHW | |
|---|---|---|
| YTD Return | 35.78% | 18.28% |
| 1Y Return | 51.73% | 45.11% |
| 3Y Return (Ann) | 11.27% | 0.71% |
| 5Y Return (Ann) | 14.84% | 14.23% |
| 10Y Return (Ann) | 11.83% | 12.26% |
| Sharpe Ratio | 3.18 | 1.75 |
| Sortino Ratio | 4.51 | 2.44 |
| Omega Ratio | 1.58 | 1.35 |
| Calmar Ratio | 3.96 | 1.21 |
| Martin Ratio | 22.45 | 4.53 |
| Ulcer Index | 2.34% | 10.71% |
| Daily Std Dev | 16.52% | 27.76% |
| Max Drawdown | -73.84% | -86.79% |
| Current Drawdown | -1.29% | -12.41% |
Correlation
The correlation between FIDSX and SCHW is 0.63, 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. SCHW - Performance Comparison
In the year-to-date period, FIDSX achieves a 35.78% return, which is significantly higher than SCHW's 18.28% return. Both investments have delivered pretty close results over the past 10 years, with FIDSX having a 11.83% annualized return and SCHW not far ahead at 12.26%. 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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Risk-Adjusted Performance
FIDSX vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and The Charles Schwab Corporation (SCHW). 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. SCHW - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.56%, more than SCHW's 1.25% 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% |
SCHW The Charles Schwab Corporation | 1.25% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% | 0.92% |
Drawdowns
FIDSX vs. SCHW - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -73.84%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for FIDSX and SCHW. For additional features, visit the drawdowns tool.
Volatility
FIDSX vs. SCHW - Volatility Comparison
The current volatility for Fidelity Select Financial Services Portfolio (FIDSX) is 8.76%, while The Charles Schwab Corporation (SCHW) has a volatility of 9.42%. This indicates that FIDSX experiences smaller price fluctuations and is considered to be less risky than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.