FSDAX vs. FSELX
Compare and contrast key facts about Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Fidelity Select Semiconductors Portfolio (FSELX).
FSDAX is managed by Fidelity. It was launched on May 8, 1984. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSDAX or FSELX.
Key characteristics
| FSDAX | FSELX | |
|---|---|---|
| YTD Return | 16.50% | 44.49% |
| 1Y Return | 35.71% | 84.63% |
| 3Y Return (Ann) | 12.75% | 25.32% |
| 5Y Return (Ann) | 7.16% | 33.62% |
| 10Y Return (Ann) | 11.54% | 27.56% |
| Sharpe Ratio | 2.61 | 2.37 |
| Sortino Ratio | 3.41 | 2.86 |
| Omega Ratio | 1.47 | 1.38 |
| Calmar Ratio | 5.48 | 3.46 |
| Martin Ratio | 17.56 | 10.33 |
| Ulcer Index | 2.19% | 8.17% |
| Daily Std Dev | 14.70% | 35.56% |
| Max Drawdown | -60.20% | -81.70% |
| Current Drawdown | -5.09% | -7.42% |
Correlation
The correlation between FSDAX and FSELX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSDAX vs. FSELX - Performance Comparison
In the year-to-date period, FSDAX achieves a 16.50% return, which is significantly lower than FSELX's 44.49% return. Over the past 10 years, FSDAX has underperformed FSELX with an annualized return of 11.54%, while FSELX has yielded a comparatively higher 27.56% annualized return. 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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FSDAX vs. FSELX - Expense Ratio Comparison
FSDAX has a 0.74% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FSDAX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
FSDAX vs. FSELX - Dividend Comparison
FSDAX's dividend yield for the trailing twelve months is around 6.65%, more than FSELX's 4.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDAX Fidelity Select Defense & Aerospace Portfolio | 6.65% | 6.47% | 8.87% | 8.38% | 2.11% | 2.62% | 11.45% | 3.64% | 4.87% | 6.55% | 6.78% | 5.67% |
FSELX Fidelity Select Semiconductors Portfolio | 4.86% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
FSDAX vs. FSELX - Drawdown Comparison
The maximum FSDAX drawdown since its inception was -60.20%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FSDAX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FSDAX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Select Defense & Aerospace Portfolio (FSDAX) is 4.42%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 7.01%. This indicates that FSDAX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.