FSCPX vs. FOCPX
Compare and contrast key facts about Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity OTC Portfolio (FOCPX).
FSCPX is managed by Fidelity. It was launched on Jun 28, 1990. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Performance
FSCPX vs. FOCPX - Performance Comparison
Loading graphics...
FSCPX vs. FOCPX - 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% |
FOCPX Fidelity OTC Portfolio | -3.79% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Returns By Period
In the year-to-date period, FSCPX achieves a -11.31% return, which is significantly lower than FOCPX's -3.79% return. Over the past 10 years, FSCPX has underperformed FOCPX with an annualized return of 10.93%, while FOCPX has yielded a comparatively higher 19.71% annualized return.
FSCPX
- 1D
- -0.03%
- 1M
- -8.83%
- YTD
- -11.31%
- 6M
- -10.56%
- 1Y
- 9.80%
- 3Y*
- 13.49%
- 5Y*
- 4.30%
- 10Y*
- 10.93%
FOCPX
- 1D
- 4.33%
- 1M
- -5.08%
- YTD
- -3.79%
- 6M
- 1.09%
- 1Y
- 31.42%
- 3Y*
- 26.50%
- 5Y*
- 13.38%
- 10Y*
- 19.71%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSCPX vs. FOCPX - Expense Ratio Comparison
FSCPX has a 0.76% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Return for Risk
FSCPX vs. FOCPX — Risk / Return Rank
FSCPX
FOCPX
FSCPX vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity OTC Portfolio (FOCPX). 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 | FOCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.42 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.85 | 2.05 | -1.20 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.29 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 2.59 | -2.12 |
Martin ratioReturn relative to average drawdown | 1.63 | 10.61 | -8.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSCPX | FOCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.42 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.60 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.88 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.63 | -0.10 |
Correlation
The correlation between FSCPX and FOCPX is 0.76, 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. FOCPX - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 6.52%, less than FOCPX's 8.08% 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% |
FOCPX Fidelity OTC Portfolio | 8.08% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
Drawdowns
FSCPX vs. FOCPX - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.76%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for FSCPX and FOCPX.
Loading graphics...
Drawdown Indicators
| FSCPX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.76% | -70.25% | +12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -12.53% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -37.05% | -2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -39.23% | -37.05% | -2.18% |
Current DrawdownCurrent decline from peak | -15.99% | -7.45% | -8.54% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -17.08% | +8.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 3.06% | +1.56% |
Volatility
FSCPX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity Select Consumer Discretionary Portfolio (FSCPX) is 6.45%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 8.08%. This indicates that FSCPX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSCPX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 8.08% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 14.14% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 23.04% | +1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.67% | 22.59% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.59% | 22.36% | +0.23% |