FSAGX vs. SPY
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and SPDR S&P 500 ETF (SPY).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAGX or SPY.
Correlation
The correlation between FSAGX and SPY is 0.16, 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.
Performance
FSAGX vs. SPY - Performance Comparison
Key characteristics
FSAGX:
1.31
SPY:
2.20
FSAGX:
1.84
SPY:
2.91
FSAGX:
1.23
SPY:
1.41
FSAGX:
0.58
SPY:
3.35
FSAGX:
4.79
SPY:
13.99
FSAGX:
7.65%
SPY:
2.01%
FSAGX:
27.91%
SPY:
12.79%
FSAGX:
-77.21%
SPY:
-55.19%
FSAGX:
-46.09%
SPY:
-1.35%
Returns By Period
In the year-to-date period, FSAGX achieves a 7.08% return, which is significantly higher than SPY's 1.96% return. Over the past 10 years, FSAGX has underperformed SPY with an annualized return of 4.01%, while SPY has yielded a comparatively higher 13.44% annualized return.
FSAGX
7.08%
7.59%
3.90%
36.54%
4.29%
4.01%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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FSAGX vs. SPY - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FSAGX vs. SPY — Risk-Adjusted Performance Rank
FSAGX
SPY
FSAGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and SPDR S&P 500 ETF (SPY). 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
FSAGX vs. SPY - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 3.39%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 3.39% | 3.62% | 0.99% | 0.36% | 1.59% | 4.40% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FSAGX vs. SPY - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FSAGX and SPY. For additional features, visit the drawdowns tool.
Volatility
FSAGX vs. SPY - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 7.60% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that FSAGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.