FSENX vs. FENY
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and Fidelity MSCI Energy Index ETF (FENY).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. FENY is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Energy Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSENX or FENY.
Correlation
The correlation between FSENX and FENY is 0.53, 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
FSENX vs. FENY - Performance Comparison
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Key characteristics
FSENX:
-0.44
FENY:
-0.34
FSENX:
-0.37
FENY:
-0.24
FSENX:
0.95
FENY:
0.97
FSENX:
-0.41
FENY:
-0.36
FSENX:
-1.21
FENY:
-0.97
FSENX:
8.78%
FENY:
8.04%
FSENX:
26.60%
FENY:
25.56%
FSENX:
-76.56%
FENY:
-74.35%
FSENX:
-14.50%
FENY:
-13.21%
Returns By Period
In the year-to-date period, FSENX achieves a -1.49% return, which is significantly higher than FENY's -2.72% return. Both investments have delivered pretty close results over the past 10 years, with FSENX having a 3.64% annualized return and FENY not far ahead at 3.73%.
FSENX
-1.49%
6.57%
-8.17%
-11.24%
4.16%
22.79%
3.64%
FENY
-2.72%
3.00%
-10.96%
-8.66%
4.84%
22.33%
3.73%
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FSENX vs. FENY - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is higher than FENY's 0.08% expense ratio.
Risk-Adjusted Performance
FSENX vs. FENY — Risk-Adjusted Performance Rank
FSENX
FENY
FSENX vs. FENY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Fidelity MSCI Energy Index ETF (FENY). 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
FSENX vs. FENY - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 2.05%, less than FENY's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 2.05% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.79% | 1.44% | 1.51% | 0.50% | 1.35% | 7.36% |
FENY Fidelity MSCI Energy Index ETF | 3.22% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% | 1.91% |
Drawdowns
FSENX vs. FENY - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.56%, roughly equal to the maximum FENY drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for FSENX and FENY. For additional features, visit the drawdowns tool.
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Volatility
FSENX vs. FENY - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) has a higher volatility of 6.88% compared to Fidelity MSCI Energy Index ETF (FENY) at 6.07%. This indicates that FSENX's price experiences larger fluctuations and is considered to be riskier than FENY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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