FSCHX vs. IYJ
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and iShares U.S. Industrials ETF (IYJ).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. IYJ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Industrials Index. It was launched on Jul 14, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCHX or IYJ.
Correlation
The correlation between FSCHX and IYJ is 0.77, 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
FSCHX vs. IYJ - Performance Comparison
Key characteristics
FSCHX:
-0.67
IYJ:
0.49
FSCHX:
-0.85
IYJ:
0.82
FSCHX:
0.90
IYJ:
1.11
FSCHX:
-0.36
IYJ:
0.49
FSCHX:
-1.35
IYJ:
1.73
FSCHX:
10.21%
IYJ:
5.57%
FSCHX:
20.75%
IYJ:
19.75%
FSCHX:
-59.24%
IYJ:
-61.97%
FSCHX:
-31.13%
IYJ:
-8.68%
Returns By Period
In the year-to-date period, FSCHX achieves a -6.55% return, which is significantly lower than IYJ's -1.82% return. Over the past 10 years, FSCHX has underperformed IYJ with an annualized return of -0.75%, while IYJ has yielded a comparatively higher 10.53% annualized return.
FSCHX
-6.55%
4.75%
-16.59%
-15.19%
5.79%
-0.75%
IYJ
-1.82%
11.85%
-2.87%
7.82%
15.20%
10.53%
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FSCHX vs. IYJ - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is higher than IYJ's 0.42% expense ratio.
Risk-Adjusted Performance
FSCHX vs. IYJ — Risk-Adjusted Performance Rank
FSCHX
IYJ
FSCHX vs. IYJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and iShares U.S. Industrials ETF (IYJ). 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
FSCHX vs. IYJ - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.15%, more than IYJ's 0.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 1.15% | 1.12% | 1.13% | 1.08% | 0.76% | 1.10% | 1.61% | 1.72% | 0.88% | 1.14% | 4.34% | 3.24% |
IYJ iShares U.S. Industrials ETF | 0.92% | 0.88% | 1.05% | 1.05% | 0.76% | 1.01% | 1.32% | 1.43% | 1.29% | 1.38% | 1.53% | 1.46% |
Drawdowns
FSCHX vs. IYJ - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, roughly equal to the maximum IYJ drawdown of -61.97%. Use the drawdown chart below to compare losses from any high point for FSCHX and IYJ. For additional features, visit the drawdowns tool.
Volatility
FSCHX vs. IYJ - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) has a higher volatility of 11.83% compared to iShares U.S. Industrials ETF (IYJ) at 10.32%. This indicates that FSCHX's price experiences larger fluctuations and is considered to be riskier than IYJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.