FIUIX vs. FSPTX
FIUIX (Fidelity Telecom and Utilities Fund) and FSPTX (Fidelity Select Technology Portfolio) are both mutual funds - FIUIX is a Utilities Equities fund managed by Fidelity, while FSPTX is a Technology Equities fund actively managed by Fidelity. Over the past 10 years, FIUIX returned 8.52%/yr vs 25.58%/yr for FSPTX. Their 0.50 correlation means they have sometimes moved together and sometimes differently. FIUIX charges 0.68%/yr vs 0.61%/yr for FSPTX.
Performance
FIUIX vs. FSPTX - Performance Comparison
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Returns By Period
In the year-to-date period, FIUIX achieves a 2.07% return, which is significantly lower than FSPTX's 30.03% return. Over the past 10 years, FIUIX has underperformed FSPTX with an annualized return of 8.52%, while FSPTX has yielded a comparatively higher 25.58% annualized return.
FIUIX
- 1D
- 0.06%
- 1M
- -2.57%
- 6M
- 0.23%
- YTD
- 2.07%
- 1Y
- -4.20%
- 3Y*
- 13.56%
- 5Y*
- 9.54%
- 10Y*
- 8.52%
- ALL TIME*
- 9.02%
FSPTX
- 1D
- 3.77%
- 1M
- -2.64%
- 6M
- 27.84%
- YTD
- 30.03%
- 1Y
- 46.11%
- 3Y*
- 33.19%
- 5Y*
- 19.84%
- 10Y*
- 25.58%
- ALL TIME*
- 14.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIUIX vs. FSPTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 2.07% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
FSPTX Fidelity Select Technology Portfolio | 30.03% | 23.37% | 41.76% | 59.83% | -36.91% | 21.99% | 63.95% | 51.08% | -9.03% | 49.75% |
Correlation
The correlation between FIUIX and FSPTX is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.32 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 1987 | 0.50 |
Over the past year, the correlation between FIUIX and FSPTX has dropped to 0.19 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
FIUIX vs. FSPTX — Risk / Return Rank
FIUIX
FSPTX
FIUIX vs. FSPTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Select Technology Portfolio (FSPTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIUIX | FSPTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.46 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.28 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 2.86 | -3.18 |
| Martin ratioReturn relative to average drawdown | -0.69 | 8.20 | -8.89 |
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Drawdowns
FIUIX vs. FSPTX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, smaller than the maximum FSPTX drawdown of -84.37%. Use the drawdown chart below to compare losses from any high point for FIUIX and FSPTX.
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Drawdown Indicators
| FIUIX | FSPTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -84.37% | +17.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -14.87% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -13.84% | -29.22% | +15.38% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -42.16% | +25.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | -42.16% | +8.65% |
Current DrawdownCurrent decline from peak | -10.16% | -11.67% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -26.96% | +15.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 5.19% | +1.01% |
Volatility
FIUIX vs. FSPTX - Volatility Comparison
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 4.06%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 8.28%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | FSPTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 8.28% | -4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 21.29% | -9.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 25.63% | -9.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 28.04% | -12.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 26.29% | -9.10% |
FIUIX vs. FSPTX - Expense Ratio Comparison
FIUIX has a 0.68% expense ratio, which is higher than FSPTX's 0.61% expense ratio.
Dividends
FIUIX vs. FSPTX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.17%, less than FSPTX's 8.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.17% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
FSPTX Fidelity Select Technology Portfolio | 8.35% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
Frequently Asked Questions
FIUIX and FSPTX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSPTX has higher volatility (8.28%) compared to FIUIX (4.06%). In terms of maximum drawdown, FIUIX dropped -66.48% vs FSPTX's -84.37%.
FSPTX currently has the higher Sharpe Ratio (1.66 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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