FSHOX vs. ITB
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and iShares U.S. Home Construction ETF (ITB).
FSHOX is managed by Fidelity. It was launched on Sep 28, 1986. ITB is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Home Construction Index. It was launched on May 1, 2006.
Performance
FSHOX vs. ITB - Performance Comparison
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FSHOX vs. ITB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | -3.21% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
ITB iShares U.S. Home Construction ETF | -5.79% | -5.26% | 2.06% | 68.91% | -26.26% | 49.25% | 26.42% | 48.70% | -30.92% | 59.65% |
Returns By Period
In the year-to-date period, FSHOX achieves a -3.21% return, which is significantly higher than ITB's -5.79% return. Both investments have delivered pretty close results over the past 10 years, with FSHOX having a 13.80% annualized return and ITB not far behind at 13.58%.
FSHOX
- 1D
- -0.98%
- 1M
- -13.82%
- YTD
- -3.21%
- 6M
- -7.81%
- 1Y
- 8.36%
- 3Y*
- 13.51%
- 5Y*
- 9.42%
- 10Y*
- 13.80%
ITB
- 1D
- 2.80%
- 1M
- -15.62%
- YTD
- -5.79%
- 6M
- -15.27%
- 1Y
- -3.74%
- 3Y*
- 9.80%
- 5Y*
- 6.35%
- 10Y*
- 13.58%
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FSHOX vs. ITB - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than ITB's 0.42% expense ratio.
Return for Risk
FSHOX vs. ITB — Risk / Return Rank
FSHOX
ITB
FSHOX vs. ITB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and iShares U.S. Home Construction ETF (ITB). 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 | ITB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | -0.12 | +0.56 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.04 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.00 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | -0.12 | +0.56 |
Martin ratioReturn relative to average drawdown | 1.38 | -0.28 | +1.65 |
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 | ITB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | -0.12 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.22 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.46 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.11 | +0.45 |
Correlation
The correlation between FSHOX and ITB is 0.87, 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. ITB - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 4.04%, more than ITB's 1.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 4.04% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
ITB iShares U.S. Home Construction ETF | 1.25% | 1.67% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% |
Drawdowns
FSHOX vs. ITB - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -61.68%, smaller than the maximum ITB drawdown of -86.53%. Use the drawdown chart below to compare losses from any high point for FSHOX and ITB.
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Drawdown Indicators
| FSHOX | ITB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.68% | -86.53% | +24.85% |
Max Drawdown (1Y)Largest decline over 1 year | -16.54% | -24.45% | +7.91% |
Max Drawdown (5Y)Largest decline over 5 years | -33.23% | -40.55% | +7.32% |
Max Drawdown (10Y)Largest decline over 10 years | -43.67% | -52.10% | +8.43% |
Current DrawdownCurrent decline from peak | -16.54% | -28.58% | +12.04% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -37.20% | +27.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 10.43% | -5.12% |
Volatility
FSHOX vs. ITB - Volatility Comparison
The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 6.83%, while iShares U.S. Home Construction ETF (ITB) has a volatility of 7.95%. This indicates that FSHOX experiences smaller price fluctuations and is considered to be less risky than ITB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSHOX | ITB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 7.95% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 19.21% | -5.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 30.44% | -8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 29.08% | -7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.30% | 29.81% | -7.51% |