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.
Key characteristics
| FSCSX | VGT | |
|---|---|---|
| YTD Return | 1.05% | 10.56% |
| 1Y Return | 29.30% | 36.47% |
| 3Y Return (Ann) | 7.40% | 14.82% |
| 5Y Return (Ann) | 16.17% | 22.37% |
| 10Y Return (Ann) | 17.80% | 20.66% |
| Sharpe Ratio | 1.74 | 2.09 |
| Daily Std Dev | 18.04% | 18.41% |
| Max Drawdown | -58.41% | -54.63% |
| Current Drawdown | -6.42% | -0.42% |
Correlation
The correlation between FSCSX and VGT is 0.90, 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
In the year-to-date period, FSCSX achieves a 1.05% return, which is significantly lower than VGT's 10.56% return. Over the past 10 years, FSCSX has underperformed VGT with an annualized return of 17.80%, while VGT has yielded a comparatively higher 20.66% 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. 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 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 9.61%, more than VGT's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 9.61% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% | 10.43% | 4.72% |
VGT Vanguard Information Technology ETF | 0.68% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
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 4.96%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.27%. 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.