FLCPX vs. FSPTX
Compare and contrast key facts about Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and Fidelity Select Technology Portfolio (FSPTX).
FLCPX is managed by Fidelity. It was launched on Feb 2, 2016. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCPX or FSPTX.
Performance
FLCPX vs. FSPTX - Performance Comparison
Returns By Period
In the year-to-date period, FLCPX achieves a 25.03% return, which is significantly lower than FSPTX's 30.94% return.
FLCPX
25.03%
0.58%
11.72%
32.37%
15.49%
N/A
FSPTX
30.94%
0.43%
12.44%
39.34%
14.39%
13.24%
Key characteristics
| FLCPX | FSPTX | |
|---|---|---|
| Sharpe Ratio | 2.65 | 1.70 |
| Sortino Ratio | 3.53 | 2.24 |
| Omega Ratio | 1.49 | 1.30 |
| Calmar Ratio | 3.84 | 2.44 |
| Martin Ratio | 17.31 | 8.28 |
| Ulcer Index | 1.88% | 4.72% |
| Daily Std Dev | 12.29% | 23.08% |
| Max Drawdown | -33.87% | -84.32% |
| Current Drawdown | -1.77% | -3.14% |
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FLCPX vs. FSPTX - Expense Ratio Comparison
FLCPX has a 0.02% expense ratio, which is lower than FSPTX's 0.67% expense ratio.
Correlation
The correlation between FLCPX and FSPTX is 0.85, 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.
Risk-Adjusted Performance
FLCPX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) 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.
Dividends
FLCPX vs. FSPTX - Dividend Comparison
FLCPX's dividend yield for the trailing twelve months is around 1.24%, while FSPTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 1.24% | 1.62% | 1.94% | 1.50% | 1.79% | 1.74% | 2.10% | 1.34% | 0.76% | 0.00% | 0.00% | 0.00% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 0.00% | 0.00% | 0.09% | 0.25% | 0.14% | 0.00% | 0.05% | 4.28% | 17.85% | 8.07% |
Drawdowns
FLCPX vs. FSPTX - Drawdown Comparison
The maximum FLCPX drawdown since its inception was -33.87%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FLCPX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
FLCPX vs. FSPTX - Volatility Comparison
The current volatility for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) is 4.06%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 6.48%. This indicates that FLCPX 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.