PortfoliosLab logoPortfoliosLab logo
FSAGX vs. FTEC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSAGX vs. FTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Gold Portfolio (FSAGX) and Fidelity MSCI Information Technology Index ETF (FTEC). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FSAGX vs. FTEC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSAGX
Fidelity Select Gold Portfolio
9.10%143.05%14.97%-0.37%-13.46%-10.44%26.83%35.50%-13.00%8.63%
FTEC
Fidelity MSCI Information Technology Index ETF
-6.12%22.11%29.40%53.30%-29.59%30.49%45.83%48.93%-0.39%36.83%

Returns By Period

In the year-to-date period, FSAGX achieves a 9.10% return, which is significantly higher than FTEC's -6.12% return. Over the past 10 years, FSAGX has underperformed FTEC with an annualized return of 14.83%, while FTEC has yielded a comparatively higher 21.28% annualized return.


FSAGX

1D
7.16%
1M
-20.09%
YTD
9.10%
6M
21.69%
1Y
97.87%
3Y*
39.63%
5Y*
20.99%
10Y*
14.83%

FTEC

1D
1.28%
1M
-3.61%
YTD
-6.12%
6M
-5.70%
1Y
30.17%
3Y*
23.47%
5Y*
15.05%
10Y*
21.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSAGX vs. FTEC - Expense Ratio Comparison

FSAGX has a 0.76% expense ratio, which is higher than FTEC's 0.08% expense ratio.


Return for Risk

FSAGX vs. FTEC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSAGX
FSAGX Risk / Return Rank: 9292
Overall Rank
FSAGX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FSAGX Sortino Ratio Rank: 8989
Sortino Ratio Rank
FSAGX Omega Ratio Rank: 8787
Omega Ratio Rank
FSAGX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FSAGX Martin Ratio Rank: 9494
Martin Ratio Rank

FTEC
FTEC Risk / Return Rank: 6363
Overall Rank
FTEC Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
FTEC Sortino Ratio Rank: 6464
Sortino Ratio Rank
FTEC Omega Ratio Rank: 6262
Omega Ratio Rank
FTEC Calmar Ratio Rank: 7272
Calmar Ratio Rank
FTEC Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSAGX vs. FTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.


FSAGXFTECDifference

Sharpe ratio

Return per unit of total volatility

2.28

1.10

+1.18

Sortino ratio

Return per unit of downside risk

2.50

1.69

+0.81

Omega ratio

Gain probability vs. loss probability

1.38

1.24

+0.14

Calmar ratio

Return relative to maximum drawdown

3.32

1.92

+1.40

Martin ratio

Return relative to average drawdown

12.32

5.93

+6.39

FSAGX vs. FTEC - Sharpe Ratio Comparison

The current FSAGX Sharpe Ratio is 2.28, which is higher than the FTEC Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of FSAGX and FTEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FSAGXFTECDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.28

1.10

+1.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.60

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.87

-0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.86

-0.63

Correlation

The correlation between FSAGX and FTEC is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FSAGX vs. FTEC - Dividend Comparison

FSAGX's dividend yield for the trailing twelve months is around 1.99%, more than FTEC's 0.45% yield.


TTM20252024202320222021202020192018201720162015
FSAGX
Fidelity Select Gold Portfolio
1.99%2.17%3.62%0.99%0.36%1.60%4.40%0.40%0.00%0.22%3.57%0.00%
FTEC
Fidelity MSCI Information Technology Index ETF
0.45%0.43%0.49%0.77%0.93%0.63%0.83%1.03%1.20%0.96%1.25%1.27%

Drawdowns

FSAGX vs. FTEC - Drawdown Comparison

The maximum FSAGX drawdown since its inception was -77.21%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for FSAGX and FTEC.


Loading graphics...

Drawdown Indicators


FSAGXFTECDifference

Max Drawdown

Largest peak-to-trough decline

-77.21%

-34.95%

-42.26%

Max Drawdown (1Y)

Largest decline over 1 year

-29.85%

-16.26%

-13.59%

Max Drawdown (5Y)

Largest decline over 5 years

-45.94%

-34.95%

-10.99%

Max Drawdown (10Y)

Largest decline over 10 years

-50.57%

-34.95%

-15.62%

Current Drawdown

Current decline from peak

-20.11%

-11.53%

-8.58%

Average Drawdown

Average peak-to-trough decline

-33.41%

-5.61%

-27.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.05%

5.27%

+2.78%

Volatility

FSAGX vs. FTEC - Volatility Comparison

Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 17.46% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 8.01%. This indicates that FSAGX's price experiences larger fluctuations and is considered to be riskier than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FSAGXFTECDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.46%

8.01%

+9.45%

Volatility (6M)

Calculated over the trailing 6-month period

35.68%

16.40%

+19.28%

Volatility (1Y)

Calculated over the trailing 1-year period

43.20%

27.53%

+15.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.90%

25.11%

+7.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.13%

24.57%

+8.56%