FSCSX vs. FXAIX
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and Fidelity 500 Index Fund (FXAIX).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FSCSX vs. FXAIX - Performance Comparison
Loading graphics...
FSCSX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | -27.86% | 6.96% | 19.66% | 51.72% | -29.13% | 18.13% | 45.55% | 38.99% | 4.08% | 38.60% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FSCSX achieves a -27.86% return, which is significantly lower than FXAIX's -7.05% return. Both investments have delivered pretty close results over the past 10 years, with FSCSX having a 14.26% annualized return and FXAIX not far behind at 13.75%.
FSCSX
- 1D
- 0.94%
- 1M
- -5.55%
- YTD
- -27.86%
- 6M
- -29.20%
- 1Y
- -12.22%
- 3Y*
- 6.48%
- 5Y*
- 3.10%
- 10Y*
- 14.26%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSCSX vs. FXAIX - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FSCSX vs. FXAIX — Risk / Return Rank
FSCSX
FXAIX
FSCSX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and Fidelity 500 Index Fund (FXAIX). 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.
| FSCSX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.46 | 0.84 | -1.30 |
Sortino ratioReturn per unit of downside risk | -0.48 | 1.30 | -1.78 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.20 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.05 | -1.53 |
Martin ratioReturn relative to average drawdown | -1.33 | 5.13 | -6.46 |
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
| FSCSX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.46 | 0.84 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.68 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.77 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.75 | -0.17 |
Correlation
The correlation between FSCSX and FXAIX is 0.84, 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
FSCSX vs. FXAIX - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 21.35%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 21.35% | 15.40% | 19.17% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FSCSX vs. FXAIX - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -64.66%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSCSX and FXAIX.
Loading graphics...
Drawdown Indicators
| FSCSX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.66% | -33.79% | -30.87% |
Max Drawdown (1Y)Largest decline over 1 year | -32.62% | -12.13% | -20.49% |
Max Drawdown (5Y)Largest decline over 5 years | -37.06% | -24.50% | -12.56% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | -33.79% | -3.27% |
Current DrawdownCurrent decline from peak | -31.99% | -8.89% | -23.10% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -3.83% | -9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.70% | 2.50% | +9.20% |
Volatility
FSCSX vs. FXAIX - Volatility Comparison
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 8.07% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FSCSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSCSX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 4.24% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 9.08% | +10.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.30% | 18.13% | +10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 16.88% | +8.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.06% | 18.03% | +6.03% |