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:
0.48
VOO:
2.04
FSAGX:
0.83
VOO:
2.72
FSAGX:
1.10
VOO:
1.38
FSAGX:
0.21
VOO:
3.02
FSAGX:
1.68
VOO:
13.60
FSAGX:
7.97%
VOO:
1.88%
FSAGX:
28.14%
VOO:
12.52%
FSAGX:
-77.21%
VOO:
-33.99%
FSAGX:
-49.89%
VOO:
-3.52%
Returns By Period
In the year-to-date period, FSAGX achieves a 14.42% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, FSAGX has underperformed VOO with an annualized return of 5.80%, while VOO has yielded a comparatively higher 13.02% annualized return.
FSAGX
14.42%
-7.19%
4.16%
15.68%
4.09%
5.80%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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 0.17%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 0.17% | 0.99% | 0.36% | 1.59% | 4.40% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 8.24% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. 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.