FSBDX vs. SMH
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and VanEck Vectors Semiconductor ETF (SMH).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSBDX or SMH.
Key characteristics
| FSBDX | SMH | |
|---|---|---|
| YTD Return | 36.19% | 41.92% |
| 1Y Return | 45.78% | 54.88% |
| 3Y Return (Ann) | 8.86% | 19.80% |
| 5Y Return (Ann) | 23.24% | 32.98% |
| 10Y Return (Ann) | 18.89% | 28.72% |
| Sharpe Ratio | 2.37 | 1.60 |
| Sortino Ratio | 3.09 | 2.12 |
| Omega Ratio | 1.43 | 1.28 |
| Calmar Ratio | 3.05 | 2.22 |
| Martin Ratio | 11.52 | 6.05 |
| Ulcer Index | 3.98% | 9.08% |
| Daily Std Dev | 19.29% | 34.27% |
| Max Drawdown | -42.25% | -95.73% |
| Current Drawdown | -0.87% | -11.76% |
Correlation
The correlation between FSBDX and SMH is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSBDX vs. SMH - Performance Comparison
In the year-to-date period, FSBDX achieves a 36.19% return, which is significantly lower than SMH's 41.92% return. Over the past 10 years, FSBDX has underperformed SMH with an annualized return of 18.89%, while SMH has yielded a comparatively higher 28.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSBDX vs. SMH - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
FSBDX vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and VanEck Vectors Semiconductor ETF (SMH). 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
FSBDX vs. SMH - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.64%, more than SMH's 0.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 0.64% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
SMH VanEck Vectors Semiconductor ETF | 0.42% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
FSBDX vs. SMH - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for FSBDX and SMH. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. SMH - Volatility Comparison
The current volatility for Fidelity Series Blue Chip Growth Fund (FSBDX) is 5.25%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 7.72%. This indicates that FSBDX experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.