FSELX vs. VITAX
Compare and contrast key facts about Fidelity Select Semiconductors Portfolio (FSELX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
FSELX is managed by Fidelity. It was launched on Jul 29, 1985. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSELX or VITAX.
Key characteristics
| FSELX | VITAX | |
|---|---|---|
| YTD Return | 39.59% | 21.40% |
| 1Y Return | 59.91% | 42.41% |
| 3Y Return (Ann) | 27.10% | 13.97% |
| 5Y Return (Ann) | 35.18% | 23.41% |
| 10Y Return (Ann) | 27.27% | 20.70% |
| Sharpe Ratio | 1.75 | 2.08 |
| Daily Std Dev | 35.87% | 21.00% |
| Max Drawdown | -81.70% | -54.81% |
| Current Drawdown | -10.57% | -3.54% |
Correlation
The correlation between FSELX and VITAX is 0.87, 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
FSELX vs. VITAX - Performance Comparison
In the year-to-date period, FSELX achieves a 39.59% return, which is significantly higher than VITAX's 21.40% return. Over the past 10 years, FSELX has outperformed VITAX with an annualized return of 27.27%, while VITAX has yielded a comparatively lower 20.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSELX vs. VITAX - Expense Ratio Comparison
FSELX has a 0.68% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
FSELX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Semiconductors Portfolio (FSELX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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
FSELX vs. VITAX - Dividend Comparison
FSELX's dividend yield for the trailing twelve months is around 5.03%, more than VITAX's 0.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSELX Fidelity Select Semiconductors Portfolio | 5.03% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.64% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
FSELX vs. VITAX - Drawdown Comparison
The maximum FSELX drawdown since its inception was -81.70%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FSELX and VITAX. For additional features, visit the drawdowns tool.
Volatility
FSELX vs. VITAX - Volatility Comparison
Fidelity Select Semiconductors Portfolio (FSELX) has a higher volatility of 13.45% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 7.36%. This indicates that FSELX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.