FSHOX vs. IGF
FSHOX (Fidelity Select Construction & Housing Portfolio) and IGF (iShares Global Infrastructure ETF) are both funds - FSHOX is a Consumer Discretionary Equities fund managed by Fidelity, while IGF is a Industrials Equities fund tracking the S&P Global Infrastructure Index. Over the past 10 years, FSHOX returned 14.56%/yr vs 8.29%/yr for IGF. A 0.64 correlation means they provide meaningful diversification when combined. FSHOX charges 0.76%/yr vs 0.39%/yr for IGF.
Performance
FSHOX vs. IGF - Performance Comparison
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Returns By Period
In the year-to-date period, FSHOX achieves a 4.84% return, which is significantly lower than IGF's 8.05% return. Over the past 10 years, FSHOX has outperformed IGF with an annualized return of 14.56%, while IGF has yielded a comparatively lower 8.29% annualized return.
FSHOX
- 1D
- 1.15%
- 1M
- -1.38%
- YTD
- 4.84%
- 6M
- 2.10%
- 1Y
- 10.90%
- 3Y*
- 15.03%
- 5Y*
- 10.02%
- 10Y*
- 14.56%
IGF
- 1D
- -0.57%
- 1M
- -1.85%
- YTD
- 8.05%
- 6M
- 7.91%
- 1Y
- 15.30%
- 3Y*
- 15.91%
- 5Y*
- 10.15%
- 10Y*
- 8.29%
FSHOX vs. IGF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 4.84% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
IGF iShares Global Infrastructure ETF | 8.05% | 21.31% | 14.81% | 6.14% | -1.26% | 11.57% | -6.50% | 25.82% | -9.95% | 19.31% |
Correlation
The correlation between FSHOX and IGF is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2007 | 0.64 |
The correlation between FSHOX and IGF shifts across timeframes, from 0.51 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FSHOX vs. IGF — Risk / Return Rank
FSHOX
IGF
FSHOX vs. IGF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and iShares Global Infrastructure ETF (IGF). 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 | IGF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.26 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.62 | -1.87 |
| Martin ratioReturn relative to average drawdown | 1.96 | 8.05 | -6.09 |
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 | IGF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.47 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.73 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.49 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.24 | +0.33 |
Drawdowns
FSHOX vs. IGF - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -61.68%, which is greater than IGF's maximum drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for FSHOX and IGF.
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Drawdown Indicators
| FSHOX | IGF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.68% | -58.33% | -3.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.54% | -5.87% | -10.67% |
Max Drawdown (3Y)Largest decline over 3 years | -24.76% | -14.28% | -10.48% |
Max Drawdown (5Y)Largest decline over 5 years | -33.23% | -20.83% | -12.40% |
Max Drawdown (10Y)Largest decline over 10 years | -43.67% | -42.11% | -1.56% |
Current DrawdownCurrent decline from peak | -9.60% | -4.43% | -5.17% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -11.87% | +2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.32% | 1.90% | +4.42% |
Volatility
FSHOX vs. IGF - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 6.20% compared to iShares Global Infrastructure ETF (IGF) at 3.68%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than IGF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSHOX | IGF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 3.68% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 8.59% | +7.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 10.49% | +9.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 13.99% | +7.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.49% | 16.83% | +5.66% |
FSHOX vs. IGF - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than IGF's 0.39% expense ratio.
Dividends
FSHOX vs. IGF - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 6.14%, more than IGF's 2.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 6.14% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
IGF iShares Global Infrastructure ETF | 2.98% | 3.23% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% |
Frequently Asked Questions
FSHOX and IGF have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSHOX has higher volatility (6.20%) compared to IGF (3.68%). In terms of maximum drawdown, FSHOX dropped -61.68% vs IGF's -58.33%.
IGF currently has the higher Sharpe Ratio (1.47 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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