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 0.78, 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:
1.46
VOO:
2.03
FIDSX:
2.12
VOO:
2.71
FIDSX:
1.28
VOO:
1.38
FIDSX:
2.32
VOO:
3.01
FIDSX:
8.63
VOO:
13.24
FIDSX:
2.94%
VOO:
1.92%
FIDSX:
17.35%
VOO:
12.57%
FIDSX:
-73.84%
VOO:
-33.99%
FIDSX:
-10.91%
VOO:
-3.51%
Returns By Period
In the year-to-date period, FIDSX achieves a -0.34% return, which is significantly lower than VOO's -0.25% return. Over the past 10 years, FIDSX has underperformed VOO with an annualized return of 10.94%, while VOO has yielded a comparatively higher 13.28% annualized return.
FIDSX
-0.34%
-9.88%
14.48%
26.94%
12.28%
10.94%
VOO
-0.25%
-2.87%
6.72%
26.40%
14.45%
13.28%
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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 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 0.27%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 0.27% | 0.27% | 2.08% | 2.17% | 1.97% | 2.04% | 1.45% | 1.61% | 0.63% | 1.00% | 0.92% | 1.00% |
VOO Vanguard S&P 500 ETF | 1.25% | 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 -73.84%, 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 6.50% compared to Vanguard S&P 500 ETF (VOO) at 4.08%. 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.