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 managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCSX or FXAIX.
Key characteristics
| FSCSX | FXAIX | |
|---|---|---|
| YTD Return | -0.79% | 19.12% |
| 1Y Return | 11.96% | 26.69% |
| 3Y Return (Ann) | 2.18% | 9.89% |
| 5Y Return (Ann) | 14.82% | 15.21% |
| 10Y Return (Ann) | 16.80% | 13.04% |
| Sharpe Ratio | 0.67 | 2.17 |
| Daily Std Dev | 18.36% | 12.79% |
| Max Drawdown | -58.41% | -33.79% |
| Current Drawdown | -8.12% | -0.50% |
Correlation
The correlation between FSCSX and FXAIX is 0.85, 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
FSCSX vs. FXAIX - Performance Comparison
In the year-to-date period, FSCSX achieves a -0.79% return, which is significantly lower than FXAIX's 19.12% return. Over the past 10 years, FSCSX has outperformed FXAIX with an annualized return of 16.80%, while FXAIX has yielded a comparatively lower 13.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSCSX vs. FXAIX - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FSCSX vs. FXAIX - Risk-Adjusted Performance 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.
Dividends
FSCSX vs. FXAIX - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 9.78%, more than FXAIX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 9.78% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% | 10.43% | 4.72% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
FSCSX vs. FXAIX - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -58.41%, 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. For additional features, visit the drawdowns tool.
Volatility
FSCSX vs. FXAIX - Volatility Comparison
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 4.67% compared to Fidelity 500 Index Fund (FXAIX) at 4.37%. 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.