FSHOX vs. FSPSX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity International Index Fund (FSPSX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or FSPSX.
Key characteristics
| FSHOX | FSPSX | |
|---|---|---|
| YTD Return | 23.59% | 5.30% |
| 1Y Return | 47.51% | 16.26% |
| 3Y Return (Ann) | 9.10% | 1.82% |
| 5Y Return (Ann) | 16.15% | 5.97% |
| 10Y Return (Ann) | 9.55% | 5.26% |
| Sharpe Ratio | 2.43 | 1.29 |
| Sortino Ratio | 3.38 | 1.85 |
| Omega Ratio | 1.41 | 1.23 |
| Calmar Ratio | 2.80 | 1.64 |
| Martin Ratio | 10.23 | 6.59 |
| Ulcer Index | 4.56% | 2.49% |
| Daily Std Dev | 19.21% | 12.77% |
| Max Drawdown | -60.78% | -33.69% |
| Current Drawdown | -1.62% | -7.88% |
Correlation
The correlation between FSHOX and FSPSX is 0.64, 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
FSHOX vs. FSPSX - Performance Comparison
In the year-to-date period, FSHOX achieves a 23.59% return, which is significantly higher than FSPSX's 5.30% return. Over the past 10 years, FSHOX has outperformed FSPSX with an annualized return of 9.55%, while FSPSX has yielded a comparatively lower 5.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSHOX vs. FSPSX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity International Index Fund (FSPSX). 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. FSPSX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.66%, less than FSPSX's 3.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 0.66% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% | 8.70% |
FSPSX Fidelity International Index Fund | 3.02% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% | 2.59% |
Drawdowns
FSHOX vs. FSPSX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FSHOX and FSPSX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FSPSX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 4.86% compared to Fidelity International Index Fund (FSPSX) at 4.11%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.