FSENX vs. XLE
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and State Street Energy Select Sector SPDR ETF (XLE).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Performance
FSENX vs. XLE - Performance Comparison
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FSENX vs. XLE - 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% |
XLE State Street Energy Select Sector SPDR ETF | 37.91% | 7.88% | 5.56% | -0.63% | 64.32% | 53.28% | -32.67% | 11.74% | -18.22% | -0.89% |
Returns By Period
In the year-to-date period, FSENX achieves a 40.53% return, which is significantly higher than XLE's 37.91% return. Both investments have delivered pretty close results over the past 10 years, with FSENX having a 11.42% annualized return and XLE not far ahead at 11.65%.
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%
XLE
- 1D
- -1.13%
- 1M
- 10.27%
- YTD
- 37.91%
- 6M
- 39.21%
- 1Y
- 35.32%
- 3Y*
- 17.71%
- 5Y*
- 23.99%
- 10Y*
- 11.65%
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FSENX vs. XLE - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is higher than XLE's 0.08% expense ratio.
Return for Risk
FSENX vs. XLE — Risk / Return Rank
FSENX
XLE
FSENX vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and State Street Energy Select Sector SPDR ETF (XLE). 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 | XLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 1.42 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.84 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.28 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 1.96 | +0.41 |
Martin ratioReturn relative to average drawdown | 8.33 | 5.16 | +3.17 |
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 | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.42 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.93 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.40 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.32 | +0.01 |
Correlation
The correlation between FSENX and XLE is 0.96, 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. XLE - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.38%, less than XLE's 2.44% 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% |
XLE State Street Energy Select Sector SPDR ETF | 2.44% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Drawdowns
FSENX vs. XLE - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.24%, which is greater than XLE's maximum drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for FSENX and XLE.
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Drawdown Indicators
| FSENX | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -71.26% | -4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -19.96% | -18.79% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -26.04% | -1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | -66.81% | -5.30% |
Current DrawdownCurrent decline from peak | -1.22% | -2.08% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -17.06% | -18.05% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 7.14% | -1.45% |
Volatility
FSENX vs. XLE - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) and State Street Energy Select Sector SPDR ETF (XLE) have volatilities of 5.09% and 5.05%, 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 | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.05% | +0.04% |
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% | 24.93% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.41% | 26.06% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 29.48% | +1.51% |