FNCL vs. FSPCX
Compare and contrast key facts about Fidelity MSCI Financials Index ETF (FNCL) and Fidelity Select Insurance Portfolio (FSPCX).
FNCL is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Financials Index. It was launched on Oct 21, 2013. FSPCX is managed by Fidelity. It was launched on Dec 16, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNCL or FSPCX.
Correlation
The correlation between FNCL and FSPCX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FNCL vs. FSPCX - Performance Comparison
Key characteristics
FNCL:
0.91
FSPCX:
0.66
FNCL:
1.36
FSPCX:
0.99
FNCL:
1.20
FSPCX:
1.14
FNCL:
1.11
FSPCX:
0.81
FNCL:
4.31
FSPCX:
2.11
FNCL:
4.47%
FSPCX:
5.88%
FNCL:
21.15%
FSPCX:
18.91%
FNCL:
-44.38%
FSPCX:
-69.12%
FNCL:
-8.86%
FSPCX:
-10.19%
Returns By Period
In the year-to-date period, FNCL achieves a -1.57% return, which is significantly lower than FSPCX's 2.00% return. Over the past 10 years, FNCL has outperformed FSPCX with an annualized return of 11.23%, while FSPCX has yielded a comparatively lower 4.59% annualized return.
FNCL
-1.57%
-4.71%
2.00%
18.31%
19.61%
11.23%
FSPCX
2.00%
-5.04%
-4.77%
12.91%
17.14%
4.59%
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FNCL vs. FSPCX - Expense Ratio Comparison
FNCL has a 0.08% expense ratio, which is lower than FSPCX's 0.78% expense ratio.
Risk-Adjusted Performance
FNCL vs. FSPCX — Risk-Adjusted Performance Rank
FNCL
FSPCX
FNCL vs. FSPCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Financials Index ETF (FNCL) and Fidelity Select Insurance Portfolio (FSPCX). 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
FNCL vs. FSPCX - Dividend Comparison
FNCL's dividend yield for the trailing twelve months is around 1.61%, more than FSPCX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNCL Fidelity MSCI Financials Index ETF | 1.61% | 1.52% | 1.91% | 2.29% | 1.75% | 2.26% | 2.17% | 2.37% | 1.60% | 1.81% | 2.17% | 1.77% |
FSPCX Fidelity Select Insurance Portfolio | 1.03% | 1.13% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% |
Drawdowns
FNCL vs. FSPCX - Drawdown Comparison
The maximum FNCL drawdown since its inception was -44.38%, smaller than the maximum FSPCX drawdown of -69.12%. Use the drawdown chart below to compare losses from any high point for FNCL and FSPCX. For additional features, visit the drawdowns tool.
Volatility
FNCL vs. FSPCX - Volatility Comparison
Fidelity MSCI Financials Index ETF (FNCL) has a higher volatility of 14.06% compared to Fidelity Select Insurance Portfolio (FSPCX) at 11.99%. This indicates that FNCL's price experiences larger fluctuations and is considered to be riskier than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.