FSDAX vs. FIKEX
Compare and contrast key facts about Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Fidelity Advisor Industrials Fund Class Z (FIKEX).
FSDAX is managed by Fidelity. It was launched on May 8, 1984. FIKEX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
FSDAX vs. FIKEX - Performance Comparison
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FSDAX vs. FIKEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSDAX Fidelity Select Defense & Aerospace Portfolio | -3.56% | 50.03% | 15.83% | 16.29% | 6.83% | 4.91% | -7.87% | 33.75% | -15.22% |
FIKEX Fidelity Advisor Industrials Fund Class Z | 0.87% | 24.94% | 23.55% | 23.14% | -10.29% | 16.77% | 11.62% | 28.30% | -16.06% |
Returns By Period
In the year-to-date period, FSDAX achieves a -3.56% return, which is significantly lower than FIKEX's 0.87% return.
FSDAX
- 1D
- -2.27%
- 1M
- -14.26%
- YTD
- -3.56%
- 6M
- -1.06%
- 1Y
- 34.57%
- 3Y*
- 23.65%
- 5Y*
- 15.00%
- 10Y*
- 14.95%
FIKEX
- 1D
- -1.94%
- 1M
- -12.54%
- YTD
- 0.87%
- 6M
- 2.79%
- 1Y
- 29.67%
- 3Y*
- 23.19%
- 5Y*
- 13.95%
- 10Y*
- —
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FSDAX vs. FIKEX - Expense Ratio Comparison
FSDAX has a 0.74% expense ratio, which is higher than FIKEX's 0.63% expense ratio.
Return for Risk
FSDAX vs. FIKEX — Risk / Return Rank
FSDAX
FIKEX
FSDAX vs. FIKEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Fidelity Advisor Industrials Fund Class Z (FIKEX). 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.
| FSDAX | FIKEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.34 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.91 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.03 | -0.08 |
Martin ratioReturn relative to average drawdown | 7.81 | 8.01 | -0.21 |
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
| FSDAX | FIKEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.34 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.69 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.54 | +0.09 |
Correlation
The correlation between FSDAX and FIKEX is 0.80, 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
FSDAX vs. FIKEX - Dividend Comparison
FSDAX's dividend yield for the trailing twelve months is around 4.65%, more than FIKEX's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDAX Fidelity Select Defense & Aerospace Portfolio | 4.65% | 4.48% | 7.68% | 6.47% | 8.87% | 8.38% | 2.11% | 2.62% | 11.45% | 3.57% | 4.87% | 6.30% |
FIKEX Fidelity Advisor Industrials Fund Class Z | 1.56% | 1.58% | 4.19% | 8.12% | 3.36% | 20.95% | 0.55% | 7.51% | 11.09% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSDAX vs. FIKEX - Drawdown Comparison
The maximum FSDAX drawdown since its inception was -60.59%, which is greater than FIKEX's maximum drawdown of -42.69%. Use the drawdown chart below to compare losses from any high point for FSDAX and FIKEX.
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Drawdown Indicators
| FSDAX | FIKEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.59% | -42.69% | -17.90% |
Max Drawdown (1Y)Largest decline over 1 year | -16.13% | -13.28% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -22.84% | -26.30% | +3.46% |
Max Drawdown (10Y)Largest decline over 10 years | -47.08% | — | — |
Current DrawdownCurrent decline from peak | -16.13% | -13.08% | -3.05% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -6.46% | -3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.37% | +0.67% |
Volatility
FSDAX vs. FIKEX - Volatility Comparison
Fidelity Select Defense & Aerospace Portfolio (FSDAX) has a higher volatility of 7.71% compared to Fidelity Advisor Industrials Fund Class Z (FIKEX) at 6.68%. This indicates that FSDAX's price experiences larger fluctuations and is considered to be riskier than FIKEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSDAX | FIKEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 6.68% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 15.52% | 13.33% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.22% | 22.49% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 20.37% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.07% | 23.37% | -1.30% |