FSENX vs. VOO
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and Vanguard S&P 500 ETF (VOO).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
FSENX vs. VOO - Performance Comparison
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FSENX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FSENX achieves a 40.53% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, FSENX has underperformed VOO with an annualized return of 11.42%, while VOO has yielded a comparatively higher 14.05% annualized return.
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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FSENX vs. VOO - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FSENX vs. VOO — Risk / Return Rank
FSENX
VOO
FSENX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 0.98 | +1.00 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.50 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.23 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 1.53 | +0.84 |
Martin ratioReturn relative to average drawdown | 8.33 | 7.29 | +1.03 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 0.98 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.70 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.78 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.83 | -0.51 |
Correlation
The correlation between FSENX and VOO is 0.57, 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.
Dividends
FSENX vs. VOO - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.38%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FSENX vs. VOO - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSENX and VOO.
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Drawdown Indicators
| FSENX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -33.99% | -42.25% |
Max Drawdown (1Y)Largest decline over 1 year | -19.96% | -11.98% | -7.98% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -24.52% | -3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | -33.99% | -38.12% |
Current DrawdownCurrent decline from peak | -1.22% | -6.29% | +5.07% |
Average DrawdownAverage peak-to-trough decline | -17.06% | -3.72% | -13.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 2.52% | +3.17% |
Volatility
FSENX vs. VOO - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.09% and 5.29%, 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 | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.29% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.62% | 9.44% | +4.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 18.10% | +6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.41% | 16.82% | +10.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 17.99% | +13.00% |