FIDSX vs. SPY
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and State Street SPDR S&P 500 ETF (SPY).
FIDSX is managed by BlackRock. It was launched on Dec 10, 1981. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
FIDSX vs. SPY - Performance Comparison
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FIDSX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | -9.46% | 9.33% | 27.56% | 14.53% | -8.19% | 33.13% | 1.22% | 34.25% | -16.13% | 20.92% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FIDSX achieves a -9.46% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, FIDSX has underperformed SPY with an annualized return of 11.65%, while SPY has yielded a comparatively higher 13.98% annualized return.
FIDSX
- 1D
- 0.98%
- 1M
- -5.37%
- YTD
- -9.46%
- 6M
- -10.80%
- 1Y
- -0.81%
- 3Y*
- 15.35%
- 5Y*
- 8.37%
- 10Y*
- 11.65%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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FIDSX vs. SPY - Expense Ratio Comparison
FIDSX has a 0.73% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FIDSX vs. SPY — Risk / Return Rank
FIDSX
SPY
FIDSX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and State Street SPDR S&P 500 ETF (SPY). 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.
| FIDSX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 0.93 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.45 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.22 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.53 | -1.67 |
Martin ratioReturn relative to average drawdown | -0.41 | 7.30 | -7.71 |
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
| FIDSX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 0.93 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.69 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.56 | -0.09 |
Correlation
The correlation between FIDSX and SPY is 0.80, 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
FIDSX vs. SPY - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.88%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.88% | 1.70% | 1.86% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 12.89% | 4.22% | 1.00% | 0.70% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FIDSX vs. SPY - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -74.26%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FIDSX and SPY.
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Drawdown Indicators
| FIDSX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.26% | -55.19% | -19.07% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -12.05% | -4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -24.50% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -45.48% | -33.72% | -11.76% |
Current DrawdownCurrent decline from peak | -15.78% | -6.24% | -9.54% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -9.09% | -4.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 2.52% | +3.44% |
Volatility
FIDSX vs. SPY - Volatility Comparison
The current volatility for Fidelity Select Financial Services Portfolio (FIDSX) is 4.53%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that FIDSX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDSX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 5.31% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 9.47% | +4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 19.05% | +2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.95% | 17.06% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.68% | 17.92% | +5.76% |