Correlation
The correlation between FSCHX and VOO is 0.78, 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.
FSCHX vs. VOO
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Vanguard S&P 500 ETF (VOO).
FSCHX is managed by Fidelity. It was launched on Jul 28, 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: FSCHX or VOO.
Performance
FSCHX vs. VOO - Performance Comparison
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Key characteristics
FSCHX:
-0.57
VOO:
0.74
FSCHX:
-0.74
VOO:
1.04
FSCHX:
0.91
VOO:
1.15
FSCHX:
-0.46
VOO:
0.68
FSCHX:
-1.18
VOO:
2.58
FSCHX:
10.57%
VOO:
4.93%
FSCHX:
21.06%
VOO:
19.54%
FSCHX:
-59.24%
VOO:
-33.99%
FSCHX:
-17.43%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FSCHX achieves a -4.32% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, FSCHX has underperformed VOO with an annualized return of 4.82%, while VOO has yielded a comparatively higher 12.81% annualized return.
FSCHX
-4.32%
1.68%
-15.36%
-12.96%
-3.23%
8.84%
4.82%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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FSCHX vs. VOO - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSCHX vs. VOO — Risk-Adjusted Performance Rank
FSCHX
VOO
FSCHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) 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.
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Dividends
FSCHX vs. VOO - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 3.59%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 3.59% | 8.27% | 6.33% | 11.44% | 1.18% | 1.10% | 6.97% | 15.01% | 8.10% | 4.75% | 6.58% | 3.83% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSCHX vs. VOO - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSCHX and VOO.
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Volatility
FSCHX vs. VOO - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) has a higher volatility of 5.09% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that FSCHX'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.
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