FSDAX vs. VINAX
Compare and contrast key facts about Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Vanguard Industrials Index Fund Admiral Shares (VINAX).
FSDAX is managed by Fidelity. It was launched on May 8, 1984. VINAX is managed by Vanguard. It was launched on May 8, 2006.
Performance
FSDAX vs. VINAX - Performance Comparison
Loading graphics...
FSDAX vs. VINAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSDAX Fidelity Select Defense & Aerospace Portfolio | -3.56% | 50.03% | 15.83% | 16.29% | 6.83% | 4.91% | -7.87% | 33.75% | -6.83% | 34.15% |
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.45% | 18.53% | 16.95% | 22.38% | -8.51% | 20.66% | 12.25% | 30.16% | -13.93% | 21.50% |
Returns By Period
In the year-to-date period, FSDAX achieves a -3.56% return, which is significantly lower than VINAX's 1.45% return. Over the past 10 years, FSDAX has outperformed VINAX with an annualized return of 14.95%, while VINAX has yielded a comparatively lower 12.78% annualized 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%
VINAX
- 1D
- -1.73%
- 1M
- -11.42%
- YTD
- 1.45%
- 6M
- 2.48%
- 1Y
- 23.31%
- 3Y*
- 18.02%
- 5Y*
- 11.25%
- 10Y*
- 12.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSDAX vs. VINAX - Expense Ratio Comparison
FSDAX has a 0.74% expense ratio, which is higher than VINAX's 0.10% expense ratio.
Return for Risk
FSDAX vs. VINAX — Risk / Return Rank
FSDAX
VINAX
FSDAX vs. VINAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Defense & Aerospace Portfolio (FSDAX) and Vanguard Industrials Index Fund Admiral Shares (VINAX). 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 | VINAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.19 | +0.30 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.73 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.68 | +0.27 |
Martin ratioReturn relative to average drawdown | 7.81 | 6.77 | +1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSDAX | VINAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.19 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.62 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.63 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.49 | +0.14 |
Correlation
The correlation between FSDAX and VINAX is 0.86, 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. VINAX - Dividend Comparison
FSDAX's dividend yield for the trailing twelve months is around 4.65%, more than VINAX's 1.01% 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% |
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.01% | 1.01% | 1.23% | 1.36% | 1.51% | 1.06% | 1.39% | 1.68% | 1.90% | 1.60% | 1.82% | 1.94% |
Drawdowns
FSDAX vs. VINAX - Drawdown Comparison
The maximum FSDAX drawdown since its inception was -60.59%, roughly equal to the maximum VINAX drawdown of -63.43%. Use the drawdown chart below to compare losses from any high point for FSDAX and VINAX.
Loading graphics...
Drawdown Indicators
| FSDAX | VINAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.59% | -63.43% | +2.84% |
Max Drawdown (1Y)Largest decline over 1 year | -16.13% | -12.65% | -3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -22.84% | -23.07% | +0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -47.08% | -42.45% | -4.63% |
Current DrawdownCurrent decline from peak | -16.13% | -12.25% | -3.88% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -8.40% | -2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.14% | +0.90% |
Volatility
FSDAX vs. VINAX - Volatility Comparison
Fidelity Select Defense & Aerospace Portfolio (FSDAX) has a higher volatility of 7.71% compared to Vanguard Industrials Index Fund Admiral Shares (VINAX) at 5.99%. This indicates that FSDAX's price experiences larger fluctuations and is considered to be riskier than VINAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSDAX | VINAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 5.99% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 15.52% | 12.19% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.22% | 20.25% | +2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 18.13% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.07% | 20.33% | +1.74% |