FSDPX vs. VGELX
Compare and contrast key facts about Fidelity Select Materials Portfolio (FSDPX) and Vanguard Energy Fund Admiral Shares (VGELX).
FSDPX is managed by Fidelity. It was launched on Sep 28, 1986. VGELX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
FSDPX vs. VGELX - Performance Comparison
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FSDPX vs. VGELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSDPX Fidelity Select Materials Portfolio | 9.58% | 11.32% | -2.95% | 7.29% | -9.86% | 31.66% | 21.78% | 12.40% | -23.74% | 25.99% |
VGELX Vanguard Energy Fund Admiral Shares | 24.08% | 20.76% | 30.46% | 8.87% | 23.70% | 27.80% | -30.80% | 13.32% | -17.12% | 3.31% |
Returns By Period
In the year-to-date period, FSDPX achieves a 9.58% return, which is significantly lower than VGELX's 24.08% return. Over the past 10 years, FSDPX has underperformed VGELX with an annualized return of 8.22%, while VGELX has yielded a comparatively higher 10.96% annualized return.
FSDPX
- 1D
- 0.35%
- 1M
- -7.63%
- YTD
- 9.58%
- 6M
- 9.12%
- 1Y
- 20.48%
- 3Y*
- 7.08%
- 5Y*
- 6.45%
- 10Y*
- 8.22%
VGELX
- 1D
- 0.57%
- 1M
- 4.51%
- YTD
- 24.08%
- 6M
- 29.29%
- 1Y
- 35.94%
- 3Y*
- 29.13%
- 5Y*
- 24.84%
- 10Y*
- 10.96%
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FSDPX vs. VGELX - Expense Ratio Comparison
FSDPX has a 0.74% expense ratio, which is higher than VGELX's 0.33% expense ratio.
Return for Risk
FSDPX vs. VGELX — Risk / Return Rank
FSDPX
VGELX
FSDPX vs. VGELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Materials Portfolio (FSDPX) and Vanguard Energy Fund Admiral Shares (VGELX). 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.
| FSDPX | VGELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 2.52 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.54 | 3.12 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.49 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 3.04 | -1.66 |
Martin ratioReturn relative to average drawdown | 4.68 | 14.82 | -10.14 |
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
| FSDPX | VGELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.52 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 1.34 | -1.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.47 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.36 | +0.06 |
Correlation
The correlation between FSDPX and VGELX is 0.72, 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
FSDPX vs. VGELX - Dividend Comparison
FSDPX's dividend yield for the trailing twelve months is around 1.77%, less than VGELX's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDPX Fidelity Select Materials Portfolio | 1.77% | 1.94% | 12.46% | 5.46% | 3.34% | 0.71% | 0.68% | 1.22% | 12.89% | 5.08% | 1.05% | 2.42% |
VGELX Vanguard Energy Fund Admiral Shares | 6.96% | 4.79% | 34.15% | 6.91% | 4.71% | 3.70% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% |
Drawdowns
FSDPX vs. VGELX - Drawdown Comparison
The maximum FSDPX drawdown since its inception was -64.19%, roughly equal to the maximum VGELX drawdown of -65.22%. Use the drawdown chart below to compare losses from any high point for FSDPX and VGELX.
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Drawdown Indicators
| FSDPX | VGELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.19% | -65.22% | +1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -12.30% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -19.72% | -5.67% |
Max Drawdown (10Y)Largest decline over 10 years | -49.89% | -61.13% | +11.24% |
Current DrawdownCurrent decline from peak | -7.63% | 0.00% | -7.63% |
Average DrawdownAverage peak-to-trough decline | -11.33% | -19.26% | +7.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 2.52% | +1.48% |
Volatility
FSDPX vs. VGELX - Volatility Comparison
Fidelity Select Materials Portfolio (FSDPX) has a higher volatility of 6.64% compared to Vanguard Energy Fund Admiral Shares (VGELX) at 3.81%. This indicates that FSDPX's price experiences larger fluctuations and is considered to be riskier than VGELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSDPX | VGELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.64% | 3.81% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 8.58% | +5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.54% | 14.80% | +5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.29% | 18.65% | +1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.64% | 23.28% | -1.64% |