FSCPX vs. FDIS
Compare and contrast key facts about Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity MSCI Consumer Discretionary Index ETF (FDIS).
FSCPX is managed by Fidelity. It was launched on Jun 28, 1990. FDIS is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Consumer Discretionary Index. It was launched on Oct 21, 2013.
Performance
FSCPX vs. FDIS - Performance Comparison
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FSCPX vs. FDIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCPX Fidelity Select Consumer Discretionary Portfolio | -11.31% | 7.88% | 24.56% | 41.81% | -34.88% | 19.23% | 35.68% | 27.06% | -1.03% | 21.70% |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | -8.53% | 5.67% | 24.43% | 40.48% | -35.23% | 24.25% | 49.50% | 27.44% | -0.88% | 22.96% |
Returns By Period
In the year-to-date period, FSCPX achieves a -11.31% return, which is significantly lower than FDIS's -8.53% return. Over the past 10 years, FSCPX has underperformed FDIS with an annualized return of 10.93%, while FDIS has yielded a comparatively higher 12.66% annualized return.
FSCPX
- 1D
- -0.03%
- 1M
- -9.97%
- YTD
- -11.31%
- 6M
- -9.98%
- 1Y
- 11.11%
- 3Y*
- 13.49%
- 5Y*
- 4.30%
- 10Y*
- 10.93%
FDIS
- 1D
- 3.28%
- 1M
- -6.32%
- YTD
- -8.53%
- 6M
- -9.00%
- 1Y
- 11.19%
- 3Y*
- 13.41%
- 5Y*
- 4.73%
- 10Y*
- 12.66%
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FSCPX vs. FDIS - Expense Ratio Comparison
FSCPX has a 0.76% expense ratio, which is higher than FDIS's 0.08% expense ratio.
Return for Risk
FSCPX vs. FDIS — Risk / Return Rank
FSCPX
FDIS
FSCPX vs. FDIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity MSCI Consumer Discretionary Index ETF (FDIS). 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.
| FSCPX | FDIS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.46 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.85 | 0.86 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 0.71 | -0.24 |
Martin ratioReturn relative to average drawdown | 1.63 | 2.36 | -0.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSCPX | FDIS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.46 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.20 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.57 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.58 | -0.05 |
Correlation
The correlation between FSCPX and FDIS is 0.98, 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.
Dividends
FSCPX vs. FDIS - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 6.52%, more than FDIS's 0.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCPX Fidelity Select Consumer Discretionary Portfolio | 6.52% | 5.78% | 7.41% | 2.17% | 13.79% | 9.08% | 1.16% | 2.22% | 3.32% | 3.72% | 0.90% | 3.81% |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | 0.79% | 0.75% | 0.69% | 0.78% | 1.00% | 0.58% | 0.59% | 1.14% | 1.29% | 1.00% | 1.62% | 1.25% |
Drawdowns
FSCPX vs. FDIS - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.76%, which is greater than FDIS's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FSCPX and FDIS.
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Drawdown Indicators
| FSCPX | FDIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.76% | -39.16% | -18.60% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -15.50% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -39.16% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -39.23% | -39.16% | -0.07% |
Current DrawdownCurrent decline from peak | -15.99% | -12.73% | -3.26% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -7.52% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 4.69% | -0.07% |
Volatility
FSCPX vs. FDIS - Volatility Comparison
The current volatility for Fidelity Select Consumer Discretionary Portfolio (FSCPX) is 6.45%, while Fidelity MSCI Consumer Discretionary Index ETF (FDIS) has a volatility of 7.39%. This indicates that FSCPX experiences smaller price fluctuations and is considered to be less risky than FDIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCPX | FDIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 7.39% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 13.86% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 24.22% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.67% | 23.82% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.59% | 22.22% | +0.37% |