FSDAX vs. PPA

In the year-to-date period, FSDAX achieves a 20.92% return, which is significantly higher than PPA's 13.90% return. Over the past 10 years, FSDAX has underperformed PPA with an annualized return of 6.48%, while PPA has yielded a comparatively higher 14.64% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSDAX has a 0.74% expense ratio, which is higher than PPA's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Invesco Aerospace & Defense ETF (PPA). 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.

The current FSDAX Sharpe Ratio is 1.10, which is comparable to the PPA Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of FSDAX and PPA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSDAX's dividend yield for the trailing twelve months is around 3.66%, more than PPA's 0.48% yield.

The maximum FSDAX drawdown since its inception was -60.20%, roughly equal to the maximum PPA drawdown of -57.37%. Use the drawdown chart below to compare losses from any high point for FSDAX and PPA. For additional features, visit the drawdowns tool.

Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Invesco Aerospace & Defense ETF (PPA) have volatilities of 4.76% and 4.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.