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:
1.31
VOO:
2.21
FSAGX:
1.84
VOO:
2.92
FSAGX:
1.23
VOO:
1.41
FSAGX:
0.58
VOO:
3.34
FSAGX:
4.79
VOO:
14.07
FSAGX:
7.65%
VOO:
2.01%
FSAGX:
27.91%
VOO:
12.80%
FSAGX:
-77.21%
VOO:
-33.99%
FSAGX:
-46.09%
VOO:
-1.36%
Returns By Period
In the year-to-date period, FSAGX achieves a 7.08% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, FSAGX has underperformed VOO with an annualized return of 4.01%, while VOO has yielded a comparatively higher 13.52% annualized return.
FSAGX
7.08%
7.59%
3.90%
36.54%
4.29%
4.01%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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 3.39%, more than VOO's 1.22% 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% |
VOO Vanguard S&P 500 ETF | 1.22% | 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) has a higher volatility of 7.60% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that FSAGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.