FSDPX vs. XME
Compare and contrast key facts about Fidelity Select Materials Portfolio (FSDPX) and SPDR S&P Metals & Mining ETF (XME).
FSDPX is managed by Fidelity. It was launched on Sep 28, 1986. XME is a passively managed fund by State Street that tracks the performance of the S&P Metals & Mining Select Industry Index. It was launched on Jun 19, 2006.
Performance
FSDPX vs. XME - Performance Comparison
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FSDPX vs. XME - 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% |
XME SPDR S&P Metals & Mining ETF | 4.31% | 83.47% | -4.54% | 21.51% | 13.13% | 34.92% | 15.95% | 14.69% | -26.78% | 21.17% |
Returns By Period
In the year-to-date period, FSDPX achieves a 9.58% return, which is significantly higher than XME's 4.31% return. Over the past 10 years, FSDPX has underperformed XME with an annualized return of 8.22%, while XME has yielded a comparatively higher 19.54% 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%
XME
- 1D
- 4.40%
- 1M
- -9.45%
- YTD
- 4.31%
- 6M
- 16.12%
- 1Y
- 93.75%
- 3Y*
- 27.50%
- 5Y*
- 22.88%
- 10Y*
- 19.54%
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FSDPX vs. XME - Expense Ratio Comparison
FSDPX has a 0.74% expense ratio, which is higher than XME's 0.35% expense ratio.
Return for Risk
FSDPX vs. XME — Risk / Return Rank
FSDPX
XME
FSDPX vs. XME - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Materials Portfolio (FSDPX) and SPDR S&P Metals & Mining ETF (XME). 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 | XME | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 2.63 | -1.60 |
Sortino ratioReturn per unit of downside risk | 1.54 | 3.07 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.42 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 4.05 | -2.67 |
Martin ratioReturn relative to average drawdown | 4.68 | 11.64 | -6.96 |
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 | XME | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.63 | -1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.71 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.59 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.15 | +0.27 |
Correlation
The correlation between FSDPX and XME is 0.80, 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. XME - Dividend Comparison
FSDPX's dividend yield for the trailing twelve months is around 1.77%, more than XME's 0.35% 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% |
XME SPDR S&P Metals & Mining ETF | 0.35% | 0.38% | 0.65% | 1.00% | 1.64% | 0.70% | 0.99% | 2.43% | 2.23% | 1.15% | 1.02% | 2.61% |
Drawdowns
FSDPX vs. XME - Drawdown Comparison
The maximum FSDPX drawdown since its inception was -64.19%, smaller than the maximum XME drawdown of -85.89%. Use the drawdown chart below to compare losses from any high point for FSDPX and XME.
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Drawdown Indicators
| FSDPX | XME | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.19% | -85.89% | +21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -22.60% | +9.07% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -37.27% | +11.88% |
Max Drawdown (10Y)Largest decline over 10 years | -49.89% | -61.69% | +11.80% |
Current DrawdownCurrent decline from peak | -7.63% | -17.77% | +10.14% |
Average DrawdownAverage peak-to-trough decline | -11.33% | -44.45% | +33.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 7.87% | -3.87% |
Volatility
FSDPX vs. XME - Volatility Comparison
The current volatility for Fidelity Select Materials Portfolio (FSDPX) is 6.64%, while SPDR S&P Metals & Mining ETF (XME) has a volatility of 11.55%. This indicates that FSDPX experiences smaller price fluctuations and is considered to be less risky than XME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSDPX | XME | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.64% | 11.55% | -4.91% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 28.02% | -14.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.54% | 35.81% | -15.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.29% | 32.46% | -12.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.64% | 32.98% | -11.34% |