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.
Key characteristics
| FSCSX | VONG | |
|---|---|---|
| YTD Return | -0.79% | 21.42% |
| 1Y Return | 11.96% | 31.56% |
| 3Y Return (Ann) | 2.18% | 9.46% |
| 5Y Return (Ann) | 14.82% | 18.86% |
| 10Y Return (Ann) | 16.80% | 16.04% |
| Sharpe Ratio | 0.67 | 1.90 |
| Daily Std Dev | 18.36% | 17.05% |
| Max Drawdown | -58.41% | -32.72% |
| Current Drawdown | -8.12% | -4.03% |
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.
Performance
FSCSX vs. VONG - Performance Comparison
In the year-to-date period, FSCSX achieves a -0.79% return, which is significantly lower than VONG's 21.42% return. Both investments have delivered pretty close results over the past 10 years, with FSCSX having a 16.80% annualized return and VONG not far behind at 16.04%. 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. VONG - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than VONG's 0.08% expense ratio.
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's dividend yield for the trailing twelve months is around 9.78%, more than VONG's 0.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 9.78% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% | 10.43% | 4.72% |
VONG Vanguard Russell 1000 Growth ETF | 0.62% | 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 -58.41%, 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
The current volatility for Fidelity Select Software & IT Services Portfolio (FSCSX) is 4.67%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.96%. This indicates that FSCSX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.