FSHOX vs. IOO
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and iShares Global 100 ETF (IOO).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or IOO.
Key characteristics
| FSHOX | IOO | |
|---|---|---|
| YTD Return | 18.91% | 21.23% |
| 1Y Return | 30.59% | 27.71% |
| 3Y Return (Ann) | 13.02% | 11.46% |
| 5Y Return (Ann) | 19.73% | 16.26% |
| 10Y Return (Ann) | 15.87% | 11.74% |
| Sharpe Ratio | 1.59 | 2.08 |
| Daily Std Dev | 20.11% | 13.95% |
| Max Drawdown | -60.78% | -55.85% |
| Current Drawdown | 0.00% | -3.85% |
Correlation
The correlation between FSHOX and IOO is 0.70, 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. IOO - Performance Comparison
In the year-to-date period, FSHOX achieves a 18.91% return, which is significantly lower than IOO's 21.23% return. Over the past 10 years, FSHOX has outperformed IOO with an annualized return of 15.87%, while IOO has yielded a comparatively lower 11.74% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSHOX vs. IOO - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than IOO's 0.40% expense ratio.
Risk-Adjusted Performance
FSHOX vs. IOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and iShares Global 100 ETF (IOO). 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. IOO - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 1.57%, more than IOO's 1.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 1.57% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.68% | 13.62% | 3.61% | 3.30% | 11.79% | 8.70% |
IOO iShares Global 100 ETF | 1.12% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% | 2.37% |
Drawdowns
FSHOX vs. IOO - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, which is greater than IOO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for FSHOX and IOO. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. IOO - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 5.62% compared to iShares Global 100 ETF (IOO) at 5.25%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.