FSCHX vs. VGT
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Vanguard Information Technology ETF (VGT).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCHX or VGT.
Correlation
The correlation between FSCHX and VGT is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSCHX vs. VGT - Performance Comparison
Key characteristics
FSCHX:
-0.22
VGT:
1.20
FSCHX:
-0.18
VGT:
1.64
FSCHX:
0.98
VGT:
1.22
FSCHX:
-0.13
VGT:
1.76
FSCHX:
-0.42
VGT:
6.09
FSCHX:
8.82%
VGT:
4.39%
FSCHX:
16.61%
VGT:
22.35%
FSCHX:
-59.24%
VGT:
-54.63%
FSCHX:
-23.13%
VGT:
-1.13%
Returns By Period
In the year-to-date period, FSCHX achieves a 4.32% return, which is significantly higher than VGT's 2.91% return. Over the past 10 years, FSCHX has underperformed VGT with an annualized return of 0.51%, while VGT has yielded a comparatively higher 20.74% annualized return.
FSCHX
4.32%
1.59%
-4.57%
-5.84%
3.90%
0.51%
VGT
2.91%
2.64%
12.04%
25.19%
19.74%
20.74%
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FSCHX vs. VGT - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FSCHX vs. VGT — Risk-Adjusted Performance Rank
FSCHX
VGT
FSCHX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.07%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 1.07% | 1.12% | 1.13% | 1.08% | 0.76% | 1.10% | 1.61% | 1.72% | 0.88% | 1.14% | 4.34% | 3.24% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FSCHX vs. VGT - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FSCHX and VGT. For additional features, visit the drawdowns tool.
Volatility
FSCHX vs. VGT - Volatility Comparison
The current volatility for Fidelity Select Chemicals Portfolio (FSCHX) is 4.04%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.83%. This indicates that FSCHX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.