FSDAX vs. XAR
Compare and contrast key facts about Fidelity Select Defense & Aerospace Portfolio (FSDAX) and SPDR S&P Aerospace & Defense ETF (XAR).
FSDAX is managed by Fidelity. It was launched on May 8, 1984. XAR is a passively managed fund by State Street that tracks the performance of the S&P Aerospace & Defense Select Industry. It was launched on Sep 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSDAX or XAR.
Correlation
The correlation between FSDAX and XAR is 0.68, 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. XAR - Performance Comparison
Key characteristics
FSDAX:
1.06
XAR:
1.11
FSDAX:
1.53
XAR:
1.66
FSDAX:
1.22
XAR:
1.22
FSDAX:
1.50
XAR:
1.38
FSDAX:
6.79
XAR:
5.15
FSDAX:
3.55%
XAR:
5.29%
FSDAX:
22.64%
XAR:
24.47%
FSDAX:
-60.20%
XAR:
-46.37%
FSDAX:
-3.68%
XAR:
-7.01%
Returns By Period
In the year-to-date period, FSDAX achieves a 8.06% return, which is significantly higher than XAR's 1.38% return. Over the past 10 years, FSDAX has underperformed XAR with an annualized return of 10.93%, while XAR has yielded a comparatively higher 12.21% annualized return.
FSDAX
8.06%
-3.68%
6.18%
23.06%
16.78%
10.93%
XAR
1.38%
-1.36%
6.32%
25.60%
17.85%
12.21%
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FSDAX vs. XAR - Expense Ratio Comparison
FSDAX has a 0.74% expense ratio, which is higher than XAR's 0.35% expense ratio.
Risk-Adjusted Performance
FSDAX vs. XAR — Risk-Adjusted Performance Rank
FSDAX
XAR
FSDAX vs. XAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Defense & Aerospace Portfolio (FSDAX) and SPDR S&P Aerospace & Defense ETF (XAR). 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. XAR - Dividend Comparison
FSDAX's dividend yield for the trailing twelve months is around 9.10%, more than XAR's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDAX Fidelity Select Defense & Aerospace Portfolio | 9.10% | 7.68% | 6.47% | 8.87% | 8.38% | 2.11% | 2.62% | 11.45% | 3.64% | 4.87% | 6.55% | 6.78% |
XAR SPDR S&P Aerospace & Defense ETF | 0.67% | 0.66% | 0.54% | 0.50% | 0.83% | 0.63% | 0.74% | 1.19% | 0.76% | 1.09% | 2.31% | 1.07% |
Drawdowns
FSDAX vs. XAR - Drawdown Comparison
The maximum FSDAX drawdown since its inception was -60.20%, which is greater than XAR's maximum drawdown of -46.37%. Use the drawdown chart below to compare losses from any high point for FSDAX and XAR. For additional features, visit the drawdowns tool.
Volatility
FSDAX vs. XAR - Volatility Comparison
Fidelity Select Defense & Aerospace Portfolio (FSDAX) and SPDR S&P Aerospace & Defense ETF (XAR) have volatilities of 15.36% and 15.06%, 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.