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 0.89, 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:
0.12
VGT:
1.38
FSCSX:
0.28
VGT:
1.86
FSCSX:
1.04
VGT:
1.25
FSCSX:
0.09
VGT:
1.94
FSCSX:
0.28
VGT:
6.96
FSCSX:
8.30%
VGT:
4.25%
FSCSX:
19.83%
VGT:
21.47%
FSCSX:
-58.42%
VGT:
-54.63%
FSCSX:
-9.01%
VGT:
-4.01%
Returns By Period
In the year-to-date period, FSCSX achieves a 9.47% return, which is significantly lower than VGT's 29.19% return. Over the past 10 years, FSCSX has underperformed VGT with an annualized return of 10.44%, while VGT has yielded a comparatively higher 20.72% annualized return.
FSCSX
9.47%
3.03%
15.52%
1.75%
9.02%
10.44%
VGT
29.19%
2.86%
5.94%
28.93%
21.70%
20.72%
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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 has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.60%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Software & IT Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.55% | 0.23% | 0.04% | 0.00% | 0.03% | 2.35% | 10.43% | 4.72% |
Vanguard Information Technology ETF | 0.60% | 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 -58.42%, 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
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 7.00% compared to Vanguard Information Technology ETF (VGT) at 5.54%. 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.