FSCSX vs. XITK
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and SPDR FactSet Innovative Technology ETF (XITK).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. XITK is a passively managed fund by State Street that tracks the performance of the FactSet Innovative Technology Index. It was launched on Jan 13, 2016.
Performance
FSCSX vs. XITK - Performance Comparison
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FSCSX vs. XITK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | -27.86% | 6.96% | 19.66% | 51.72% | -29.13% | 18.13% | 45.55% | 38.99% | 4.08% | 38.60% |
XITK SPDR FactSet Innovative Technology ETF | -17.84% | 2.53% | 19.12% | 45.87% | -47.45% | -11.24% | 90.22% | 36.98% | 7.60% | 36.01% |
Returns By Period
In the year-to-date period, FSCSX achieves a -27.86% return, which is significantly lower than XITK's -17.84% return. Over the past 10 years, FSCSX has outperformed XITK with an annualized return of 14.26%, while XITK has yielded a comparatively lower 11.36% annualized return.
FSCSX
- 1D
- 0.94%
- 1M
- -5.55%
- YTD
- -27.86%
- 6M
- -29.20%
- 1Y
- -12.22%
- 3Y*
- 6.48%
- 5Y*
- 3.10%
- 10Y*
- 14.26%
XITK
- 1D
- 3.61%
- 1M
- -3.23%
- YTD
- -17.84%
- 6M
- -23.02%
- 1Y
- -8.40%
- 3Y*
- 7.05%
- 5Y*
- -7.30%
- 10Y*
- 11.36%
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FSCSX vs. XITK - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than XITK's 0.45% expense ratio.
Return for Risk
FSCSX vs. XITK — Risk / Return Rank
FSCSX
XITK
FSCSX vs. XITK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and SPDR FactSet Innovative Technology ETF (XITK). 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.
| FSCSX | XITK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.46 | -0.29 | -0.17 |
Sortino ratioReturn per unit of downside risk | -0.48 | -0.23 | -0.25 |
Omega ratioGain probability vs. loss probability | 0.94 | 0.97 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | -0.34 | -0.14 |
Martin ratioReturn relative to average drawdown | -1.33 | -0.88 | -0.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSCSX | XITK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.46 | -0.29 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | -0.23 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.39 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.40 | +0.18 |
Correlation
The correlation between FSCSX and XITK is 0.81, 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.
Dividends
FSCSX vs. XITK - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 21.35%, while XITK has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 21.35% | 15.40% | 19.17% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% |
XITK SPDR FactSet Innovative Technology ETF | 0.00% | 0.00% | 0.00% | 0.08% | 0.11% | 0.00% | 0.06% | 0.14% | 1.50% | 1.74% | 1.88% | 0.00% |
Drawdowns
FSCSX vs. XITK - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -64.66%, roughly equal to the maximum XITK drawdown of -65.56%. Use the drawdown chart below to compare losses from any high point for FSCSX and XITK.
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Drawdown Indicators
| FSCSX | XITK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.66% | -65.56% | +0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -32.62% | -28.03% | -4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -37.06% | -61.53% | +24.47% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | -65.56% | +28.50% |
Current DrawdownCurrent decline from peak | -31.99% | -43.98% | +11.99% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -21.91% | +8.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.70% | 10.80% | +0.90% |
Volatility
FSCSX vs. XITK - Volatility Comparison
The current volatility for Fidelity Select Software & IT Services Portfolio (FSCSX) is 8.07%, while SPDR FactSet Innovative Technology ETF (XITK) has a volatility of 9.18%. This indicates that FSCSX experiences smaller price fluctuations and is considered to be less risky than XITK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCSX | XITK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 9.18% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 19.65% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.30% | 28.70% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 32.43% | -6.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.06% | 29.31% | -5.25% |