FSCPX vs. SPY
Compare and contrast key facts about Fidelity Select Consumer Discretionary Portfolio (FSCPX) and State Street SPDR S&P 500 ETF (SPY).
FSCPX is managed by Fidelity. It was launched on Jun 28, 1990. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
FSCPX vs. SPY - Performance Comparison
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FSCPX vs. SPY - 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% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FSCPX achieves a -11.31% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, FSCPX has underperformed SPY with an annualized return of 10.93%, while SPY has yielded a comparatively higher 13.98% 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%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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FSCPX vs. SPY - Expense Ratio Comparison
FSCPX has a 0.76% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FSCPX vs. SPY — Risk / Return Rank
FSCPX
SPY
FSCPX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.93 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.45 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.53 | -1.05 |
Martin ratioReturn relative to average drawdown | 1.63 | 7.30 | -5.67 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.93 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.69 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.04 |
Correlation
The correlation between FSCPX and SPY is 0.83, 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. SPY - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 6.52%, more than SPY's 1.14% 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% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FSCPX vs. SPY - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.76%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FSCPX and SPY.
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Drawdown Indicators
| FSCPX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.76% | -55.19% | -2.57% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -12.05% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -24.50% | -14.73% |
Max Drawdown (10Y)Largest decline over 10 years | -39.23% | -33.72% | -5.51% |
Current DrawdownCurrent decline from peak | -15.99% | -6.24% | -9.75% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -9.09% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 2.52% | +2.10% |
Volatility
FSCPX vs. SPY - Volatility Comparison
Fidelity Select Consumer Discretionary Portfolio (FSCPX) has a higher volatility of 6.45% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that FSCPX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCPX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 5.31% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 9.47% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 19.05% | +5.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.67% | 17.06% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.59% | 17.92% | +4.67% |