FSDPX vs. VTI
Compare and contrast key facts about Fidelity Select Materials Portfolio (FSDPX) and Vanguard Total Stock Market ETF (VTI).
FSDPX is managed by Fidelity. It was launched on Sep 28, 1986. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSDPX or VTI.
Correlation
The correlation between FSDPX and VTI is 0.77, 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.
Performance
FSDPX vs. VTI - Performance Comparison
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Key characteristics
FSDPX:
-0.72
VTI:
0.65
FSDPX:
-0.88
VTI:
1.08
FSDPX:
0.88
VTI:
1.16
FSDPX:
-0.48
VTI:
0.71
FSDPX:
-1.34
VTI:
2.68
FSDPX:
11.20%
VTI:
5.10%
FSDPX:
21.33%
VTI:
20.25%
FSDPX:
-64.19%
VTI:
-55.45%
FSDPX:
-20.53%
VTI:
-4.19%
Returns By Period
In the year-to-date period, FSDPX achieves a 2.53% return, which is significantly higher than VTI's 0.21% return. Over the past 10 years, FSDPX has underperformed VTI with an annualized return of 1.74%, while VTI has yielded a comparatively higher 12.09% annualized return.
FSDPX
2.53%
5.39%
-12.76%
-15.24%
9.60%
1.74%
VTI
0.21%
9.56%
-1.64%
13.05%
16.81%
12.09%
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FSDPX vs. VTI - Expense Ratio Comparison
FSDPX has a 0.74% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
FSDPX vs. VTI — Risk-Adjusted Performance Rank
FSDPX
VTI
FSDPX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Materials Portfolio (FSDPX) and Vanguard Total Stock Market ETF (VTI). 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.
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Dividends
FSDPX vs. VTI - Dividend Comparison
FSDPX's dividend yield for the trailing twelve months is around 1.02%, less than VTI's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDPX Fidelity Select Materials Portfolio | 1.02% | 1.18% | 1.37% | 1.08% | 0.71% | 0.68% | 1.22% | 1.50% | 0.85% | 1.05% | 1.15% | 4.03% |
VTI Vanguard Total Stock Market ETF | 1.30% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
FSDPX vs. VTI - Drawdown Comparison
The maximum FSDPX drawdown since its inception was -64.19%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FSDPX and VTI. For additional features, visit the drawdowns tool.
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Volatility
FSDPX vs. VTI - Volatility Comparison
The current volatility for Fidelity Select Materials Portfolio (FSDPX) is 4.49%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 6.18%. This indicates that FSDPX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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