FSCSX vs. VGT
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and Vanguard Information Technology ETF (VGT).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCSX or VGT.
Correlation
The correlation between FSCSX and VGT 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.
Performance
FSCSX vs. VGT - Performance Comparison
Key characteristics
FSCSX:
-0.30
VGT:
0.37
FSCSX:
-0.25
VGT:
0.71
FSCSX:
0.97
VGT:
1.10
FSCSX:
-0.23
VGT:
0.41
FSCSX:
-0.68
VGT:
1.41
FSCSX:
11.55%
VGT:
7.90%
FSCSX:
26.16%
VGT:
29.95%
FSCSX:
-58.41%
VGT:
-54.63%
FSCSX:
-25.57%
VGT:
-15.44%
Returns By Period
In the year-to-date period, FSCSX achieves a -9.66% return, which is significantly higher than VGT's -11.99% return. Over the past 10 years, FSCSX has underperformed VGT with an annualized return of 8.08%, while VGT has yielded a comparatively higher 18.91% annualized return.
FSCSX
-9.66%
1.89%
-10.64%
-7.95%
5.49%
8.08%
VGT
-11.99%
0.61%
-8.98%
9.04%
19.52%
18.91%
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FSCSX vs. VGT - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FSCSX vs. VGT — Risk-Adjusted Performance Rank
FSCSX
VGT
FSCSX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 1.73%, more than VGT's 0.58% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.55% | 0.23% | 0.04% | 0.00% | 0.03% | 2.35% | 10.43% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FSCSX vs. VGT - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -58.41%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FSCSX and VGT. For additional features, visit the drawdowns tool.
Volatility
FSCSX vs. VGT - Volatility Comparison
The current volatility for Fidelity Select Software & IT Services Portfolio (FSCSX) is 16.48%, while Vanguard Information Technology ETF (VGT) has a volatility of 19.16%. This indicates that FSCSX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.