FSCSX vs. VONG
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and Vanguard Russell 1000 Growth ETF (VONG).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCSX or VONG.
Performance
FSCSX vs. VONG - Performance Comparison
Returns By Period
In the year-to-date period, FSCSX achieves a 6.18% return, which is significantly lower than VONG's 28.47% return. Over the past 10 years, FSCSX has underperformed VONG with an annualized return of 10.42%, while VONG has yielded a comparatively higher 16.33% annualized return.
FSCSX
6.18%
5.61%
6.99%
8.25%
8.55%
10.42%
VONG
28.47%
1.90%
13.41%
35.48%
19.06%
16.33%
Key characteristics
| FSCSX | VONG | |
|---|---|---|
| Sharpe Ratio | 0.46 | 2.15 |
| Sortino Ratio | 0.69 | 2.81 |
| Omega Ratio | 1.10 | 1.40 |
| Calmar Ratio | 0.34 | 2.74 |
| Martin Ratio | 1.04 | 10.82 |
| Ulcer Index | 8.28% | 3.32% |
| Daily Std Dev | 18.93% | 16.70% |
| Max Drawdown | -58.42% | -32.72% |
| Current Drawdown | -11.75% | -2.80% |
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FSCSX vs. VONG - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than VONG's 0.08% expense ratio.
Correlation
The correlation between FSCSX and VONG 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.
Risk-Adjusted Performance
FSCSX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
FSCSX has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.60%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX 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% |
VONG Vanguard Russell 1000 Growth ETF | 0.60% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
FSCSX vs. VONG - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -58.42%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for FSCSX and VONG. For additional features, visit the drawdowns tool.
Volatility
FSCSX vs. VONG - Volatility Comparison
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 6.05% compared to Vanguard Russell 1000 Growth ETF (VONG) at 5.61%. This indicates that FSCSX's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.