FSHOX vs. FSLBX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. FSLBX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or FSLBX.
Correlation
The correlation between FSHOX and FSLBX is 0.75, 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
FSHOX vs. FSLBX - Performance Comparison
Key characteristics
FSHOX:
-0.10
FSLBX:
0.63
FSHOX:
0.02
FSLBX:
1.00
FSHOX:
1.00
FSLBX:
1.15
FSHOX:
-0.08
FSLBX:
0.63
FSHOX:
-0.22
FSLBX:
2.35
FSHOX:
9.76%
FSLBX:
7.04%
FSHOX:
22.19%
FSLBX:
26.39%
FSHOX:
-60.78%
FSLBX:
-67.49%
FSHOX:
-20.41%
FSLBX:
-15.74%
Returns By Period
In the year-to-date period, FSHOX achieves a -7.96% return, which is significantly higher than FSLBX's -9.01% return. Over the past 10 years, FSHOX has underperformed FSLBX with an annualized return of 7.40%, while FSLBX has yielded a comparatively higher 9.37% annualized return.
FSHOX
-7.96%
-3.05%
-14.50%
-2.78%
18.48%
7.40%
FSLBX
-9.01%
-3.98%
-4.73%
17.43%
19.76%
9.37%
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FSHOX vs. FSLBX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than FSLBX's 0.75% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FSLBX — Risk-Adjusted Performance Rank
FSHOX
FSLBX
FSHOX vs. FSLBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX). 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
FSHOX vs. FSLBX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.78%, more than FSLBX's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 0.78% | 0.71% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.73% | 0.69% | 1.22% | 1.71% | 0.63% | 1.11% | 1.21% | 1.50% | 1.00% | 1.23% | 2.17% | 1.36% |
Drawdowns
FSHOX vs. FSLBX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, smaller than the maximum FSLBX drawdown of -67.49%. Use the drawdown chart below to compare losses from any high point for FSHOX and FSLBX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FSLBX - Volatility Comparison
The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 12.10%, while Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a volatility of 18.06%. This indicates that FSHOX experiences smaller price fluctuations and is considered to be less risky than FSLBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.