FIDSX vs. VOO
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and Vanguard S&P 500 ETF (VOO).
FIDSX is managed by Blackrock. It was launched on Dec 10, 1981. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDSX or VOO.
Correlation
The correlation between FIDSX and VOO is 0.79, 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.
Performance
FIDSX vs. VOO - Performance Comparison
Key characteristics
FIDSX:
0.84
VOO:
0.32
FIDSX:
1.26
VOO:
0.57
FIDSX:
1.19
VOO:
1.08
FIDSX:
0.96
VOO:
0.32
FIDSX:
3.90
VOO:
1.42
FIDSX:
4.79%
VOO:
4.19%
FIDSX:
22.29%
VOO:
18.73%
FIDSX:
-74.18%
VOO:
-33.99%
FIDSX:
-13.88%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FIDSX achieves a -7.58% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, FIDSX has underperformed VOO with an annualized return of 10.48%, while VOO has yielded a comparatively higher 11.66% annualized return.
FIDSX
-7.58%
-7.33%
-4.86%
17.73%
20.27%
10.48%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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FIDSX vs. VOO - Expense Ratio Comparison
FIDSX has a 0.73% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FIDSX vs. VOO — Risk-Adjusted Performance Rank
FIDSX
VOO
FIDSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 8.09%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 8.09% | 6.03% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 13.10% | 4.26% | 1.00% | 1.63% | 2.75% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FIDSX vs. VOO - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -74.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FIDSX and VOO. For additional features, visit the drawdowns tool.
Volatility
FIDSX vs. VOO - Volatility Comparison
Fidelity Select Financial Services Portfolio (FIDSX) has a higher volatility of 14.12% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. This indicates that FIDSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.