FSHOX vs. FXAIX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity 500 Index Fund (FXAIX).
FSHOX is managed by Fidelity. It was launched on Sep 28, 1986. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FSHOX vs. FXAIX - Performance Comparison
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FSHOX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | -0.37% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FSHOX achieves a -0.37% return, which is significantly higher than FXAIX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with FSHOX having a 14.12% annualized return and FXAIX not far behind at 14.08%.
FSHOX
- 1D
- 2.93%
- 1M
- -10.25%
- YTD
- -0.37%
- 6M
- -4.78%
- 1Y
- 11.08%
- 3Y*
- 14.60%
- 5Y*
- 9.78%
- 10Y*
- 14.12%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FSHOX vs. FXAIX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FSHOX vs. FXAIX — Risk / Return Rank
FSHOX
FXAIX
FSHOX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity 500 Index Fund (FXAIX). 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.
| FSHOX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.97 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.49 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.52 | -0.76 |
Martin ratioReturn relative to average drawdown | 2.33 | 7.30 | -4.96 |
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
| FSHOX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.97 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.76 | -0.20 |
Correlation
The correlation between FSHOX and FXAIX is 0.78, 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
FSHOX vs. FXAIX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 3.92%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 3.92% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FSHOX vs. FXAIX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -61.68%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSHOX and FXAIX.
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Drawdown Indicators
| FSHOX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.68% | -33.79% | -27.89% |
Max Drawdown (1Y)Largest decline over 1 year | -16.54% | -12.13% | -4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -33.23% | -24.50% | -8.73% |
Max Drawdown (10Y)Largest decline over 10 years | -43.67% | -33.79% | -9.88% |
Current DrawdownCurrent decline from peak | -14.10% | -6.23% | -7.87% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -3.83% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 2.53% | +2.85% |
Volatility
FSHOX vs. FXAIX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 7.70% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSHOX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 5.34% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 13.92% | 9.53% | +4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.74% | 18.32% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.45% | 16.92% | +4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 18.05% | +4.26% |