FSAGX vs. SPY
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and State Street 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.
Performance
FSAGX vs. SPY - Performance Comparison
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FSAGX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FSAGX achieves a 9.10% return, which is significantly higher than SPY's -3.65% return. Over the past 10 years, FSAGX has outperformed SPY with an annualized return of 14.83%, while SPY has yielded a comparatively lower 14.06% 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%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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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.
Return for Risk
FSAGX vs. SPY — Risk / Return Rank
FSAGX
SPY
FSAGX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and State Street 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.
| FSAGX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 0.96 | +1.32 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.49 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.23 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.32 | 1.53 | +1.79 |
Martin ratioReturn relative to average drawdown | 12.32 | 7.27 | +5.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSAGX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 0.96 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.79 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.56 | -0.34 |
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.
Dividends
FSAGX vs. SPY - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 1.99%, more than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
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.
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Drawdown Indicators
| FSAGX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.21% | -55.19% | -22.02% |
Max Drawdown (1Y)Largest decline over 1 year | -29.85% | -12.05% | -17.80% |
Max Drawdown (5Y)Largest decline over 5 years | -45.94% | -24.50% | -21.44% |
Max Drawdown (10Y)Largest decline over 10 years | -50.57% | -33.72% | -16.85% |
Current DrawdownCurrent decline from peak | -20.11% | -5.53% | -14.58% |
Average DrawdownAverage peak-to-trough decline | -33.41% | -9.09% | -24.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.05% | 2.54% | +5.51% |
Volatility
FSAGX vs. SPY - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 17.46% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. 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.
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Volatility by Period
| FSAGX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.46% | 5.35% | +12.11% |
Volatility (6M)Calculated over the trailing 6-month period | 35.68% | 9.50% | +26.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.20% | 19.06% | +24.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.90% | 17.06% | +15.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.13% | 17.92% | +15.21% |