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.
Correlation
The correlation between FSCHX and VOO 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. VOO - Performance Comparison
Key characteristics
FSCHX:
-0.67
VOO:
0.63
FSCHX:
-0.85
VOO:
1.00
FSCHX:
0.90
VOO:
1.15
FSCHX:
-0.36
VOO:
0.65
FSCHX:
-1.35
VOO:
2.54
FSCHX:
10.21%
VOO:
4.78%
FSCHX:
20.75%
VOO:
19.12%
FSCHX:
-59.24%
VOO:
-33.99%
FSCHX:
-31.13%
VOO:
-8.57%
Returns By Period
In the year-to-date period, FSCHX achieves a -6.55% return, which is significantly lower than VOO's -4.35% return. Over the past 10 years, FSCHX has underperformed VOO with an annualized return of -0.75%, while VOO has yielded a comparatively higher 12.23% annualized return.
FSCHX
-6.55%
4.75%
-16.59%
-15.19%
5.79%
-0.75%
VOO
-4.35%
10.32%
-2.47%
9.64%
16.03%
12.23%
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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.
Dividends
FSCHX vs. VOO - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.15%, less than VOO's 1.36% 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% |
VOO Vanguard S&P 500 ETF | 1.36% | 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. For additional features, visit the drawdowns tool.
Volatility
FSCHX vs. VOO - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) and Vanguard S&P 500 ETF (VOO) have volatilities of 11.83% and 11.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.