FSAGX vs. VOO
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and Vanguard S&P 500 ETF (VOO).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAGX or VOO.
Correlation
The correlation between FSAGX and VOO is 0.21, 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. VOO - Performance Comparison
Key characteristics
FSAGX:
2.16
VOO:
0.30
FSAGX:
2.70
VOO:
0.55
FSAGX:
1.36
VOO:
1.08
FSAGX:
1.20
VOO:
0.30
FSAGX:
8.39
VOO:
1.37
FSAGX:
7.71%
VOO:
4.10%
FSAGX:
29.93%
VOO:
18.73%
FSAGX:
-77.21%
VOO:
-33.99%
FSAGX:
-23.13%
VOO:
-13.97%
Returns By Period
In the year-to-date period, FSAGX achieves a 52.69% return, which is significantly higher than VOO's -10.00% return. Over the past 10 years, FSAGX has underperformed VOO with an annualized return of 9.26%, while VOO has yielded a comparatively higher 11.73% annualized return.
FSAGX
52.69%
16.52%
33.11%
65.73%
10.56%
9.26%
VOO
-10.00%
-7.00%
-9.11%
5.82%
14.67%
11.73%
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FSAGX vs. VOO - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSAGX vs. VOO — Risk-Adjusted Performance Rank
FSAGX
VOO
FSAGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 2.26%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 2.26% | 3.62% | 0.99% | 0.36% | 1.59% | 4.40% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSAGX vs. VOO - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSAGX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSAGX vs. VOO - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) and Vanguard S&P 500 ETF (VOO) have volatilities of 14.04% and 13.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.