FSCSX vs. XLK
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and State Street Technology Select Sector SPDR ETF (XLK).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. XLK is a passively managed fund by State Street that tracks the performance of the S&P Technology Select Sector Daily Capped 35/20 Index. It was launched on Dec 16, 1998.
Performance
FSCSX vs. XLK - Performance Comparison
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FSCSX vs. XLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | -25.53% | 6.96% | 19.66% | 51.72% | -29.13% | 18.13% | 45.55% | 38.99% | 4.08% | 38.60% |
XLK State Street Technology Select Sector SPDR ETF | -6.18% | 24.61% | 21.63% | 56.02% | -27.73% | 34.74% | 43.62% | 49.86% | -1.68% | 34.26% |
Returns By Period
In the year-to-date period, FSCSX achieves a -25.53% return, which is significantly lower than XLK's -6.18% return. Over the past 10 years, FSCSX has underperformed XLK with an annualized return of 14.63%, while XLK has yielded a comparatively higher 21.00% annualized return.
FSCSX
- 1D
- 3.24%
- 1M
- -3.64%
- YTD
- -25.53%
- 6M
- -26.93%
- 1Y
- -10.30%
- 3Y*
- 7.62%
- 5Y*
- 3.27%
- 10Y*
- 14.63%
XLK
- 1D
- 1.51%
- 1M
- -3.20%
- YTD
- -6.18%
- 6M
- -4.94%
- 1Y
- 30.47%
- 3Y*
- 22.19%
- 5Y*
- 15.65%
- 10Y*
- 21.00%
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FSCSX vs. XLK - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is higher than XLK's 0.08% expense ratio.
Return for Risk
FSCSX vs. XLK — Risk / Return Rank
FSCSX
XLK
FSCSX vs. XLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and State Street Technology Select Sector SPDR ETF (XLK). 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 | XLK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.33 | 1.13 | -1.46 |
Sortino ratioReturn per unit of downside risk | -0.28 | 1.71 | -1.99 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.24 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.31 | 1.97 | -2.28 |
Martin ratioReturn relative to average drawdown | -0.86 | 6.31 | -7.16 |
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 | XLK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 1.13 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.64 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.87 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.36 | +0.23 |
Correlation
The correlation between FSCSX and XLK is 0.88, 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. XLK - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 20.68%, more than XLK's 0.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 20.68% | 15.40% | 19.17% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 6.20% | 7.15% | 3.98% | 5.22% |
XLK State Street Technology Select Sector SPDR ETF | 0.57% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
Drawdowns
FSCSX vs. XLK - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -64.66%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for FSCSX and XLK.
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Drawdown Indicators
| FSCSX | XLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.66% | -82.05% | +17.39% |
Max Drawdown (1Y)Largest decline over 1 year | -32.62% | -15.92% | -16.70% |
Max Drawdown (5Y)Largest decline over 5 years | -37.06% | -33.56% | -3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | -33.56% | -3.50% |
Current DrawdownCurrent decline from peak | -29.78% | -11.04% | -18.74% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -35.17% | +21.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.85% | 4.98% | +6.87% |
Volatility
FSCSX vs. XLK - Volatility Comparison
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 8.68% compared to State Street Technology Select Sector SPDR ETF (XLK) at 8.12%. This indicates that FSCSX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCSX | XLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.68% | 8.12% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 20.28% | 16.49% | +3.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.43% | 27.05% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.51% | 24.72% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 24.33% | -0.25% |