FSENX vs. VENAX
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and Vanguard Energy Index Fund Admiral Shares (VENAX).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. VENAX is managed by Vanguard. It was launched on Oct 7, 2004.
Performance
FSENX vs. VENAX - Performance Comparison
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FSENX vs. VENAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 40.53% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
VENAX Vanguard Energy Index Fund Admiral Shares | 39.76% | 7.29% | 6.57% | 0.05% | 62.94% | 55.57% | -33.27% | 9.36% | -19.90% | -2.39% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FSENX having a 40.53% return and VENAX slightly lower at 39.76%. Both investments have delivered pretty close results over the past 10 years, with FSENX having a 11.42% annualized return and VENAX not far behind at 11.29%.
FSENX
- 1D
- -1.22%
- 1M
- 10.46%
- YTD
- 40.53%
- 6M
- 42.43%
- 1Y
- 47.28%
- 3Y*
- 19.38%
- 5Y*
- 26.59%
- 10Y*
- 11.42%
VENAX
- 1D
- -1.12%
- 1M
- 11.69%
- YTD
- 39.76%
- 6M
- 41.02%
- 1Y
- 39.10%
- 3Y*
- 18.90%
- 5Y*
- 25.11%
- 10Y*
- 11.29%
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FSENX vs. VENAX - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is higher than VENAX's 0.10% expense ratio.
Return for Risk
FSENX vs. VENAX — Risk / Return Rank
FSENX
VENAX
FSENX vs. VENAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Vanguard Energy Index Fund Admiral Shares (VENAX). 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.
| FSENX | VENAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 1.63 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.47 | 2.05 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.31 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.09 | +0.28 |
Martin ratioReturn relative to average drawdown | 8.33 | 5.98 | +2.34 |
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
| FSENX | VENAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.63 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.95 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.38 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.29 | +0.04 |
Correlation
The correlation between FSENX and VENAX is 0.98, 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
FSENX vs. VENAX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.38%, less than VENAX's 2.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 1.38% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
VENAX Vanguard Energy Index Fund Admiral Shares | 2.25% | 3.10% | 3.24% | 3.34% | 3.65% | 3.80% | 4.76% | 3.41% | 3.35% | 2.90% | 2.31% | 3.17% |
Drawdowns
FSENX vs. VENAX - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.24%, roughly equal to the maximum VENAX drawdown of -74.42%. Use the drawdown chart below to compare losses from any high point for FSENX and VENAX.
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Drawdown Indicators
| FSENX | VENAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -74.42% | -1.82% |
Max Drawdown (1Y)Largest decline over 1 year | -19.96% | -19.04% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -26.59% | -1.43% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | -69.58% | -2.53% |
Current DrawdownCurrent decline from peak | -1.22% | -1.12% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -17.06% | -20.09% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 6.64% | -0.95% |
Volatility
FSENX vs. VENAX - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) and Vanguard Energy Index Fund Admiral Shares (VENAX) have volatilities of 5.09% and 5.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSENX | VENAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.01% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.62% | 13.94% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 24.99% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.41% | 26.55% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 30.17% | +0.82% |