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
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Key characteristics
FSCSX:
0.06
VGT:
0.48
FSCSX:
0.26
VGT:
0.90
FSCSX:
1.04
VGT:
1.13
FSCSX:
0.04
VGT:
0.57
FSCSX:
0.12
VGT:
1.84
FSCSX:
12.38%
VGT:
8.38%
FSCSX:
26.46%
VGT:
30.11%
FSCSX:
-58.41%
VGT:
-54.63%
FSCSX:
-16.20%
VGT:
-5.17%
Returns By Period
In the year-to-date period, FSCSX achieves a 1.70% return, which is significantly higher than VGT's -1.30% return. Over the past 10 years, FSCSX has underperformed VGT with an annualized return of 9.18%, while VGT has yielded a comparatively higher 19.87% annualized return.
FSCSX
1.70%
21.95%
-5.92%
1.00%
8.78%
5.51%
9.18%
VGT
-1.30%
21.24%
0.37%
14.26%
22.87%
20.03%
19.87%
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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.
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Dividends
FSCSX vs. VGT - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 1.53%, more than VGT's 0.52% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 1.53% | 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 | 0.52% | 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.
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Volatility
FSCSX vs. VGT - Volatility Comparison
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 7.69% compared to Vanguard Information Technology ETF (VGT) at 6.75%. This indicates that FSCSX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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