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 Investments. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or ITB.
Correlation
The correlation between FSHOX and ITB is 0.66, 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. ITB - Performance Comparison
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Key characteristics
FSHOX:
-0.06
ITB:
-0.51
FSHOX:
0.17
ITB:
-0.56
FSHOX:
1.02
ITB:
0.94
FSHOX:
0.00
ITB:
-0.42
FSHOX:
0.01
ITB:
-0.89
FSHOX:
10.39%
ITB:
15.62%
FSHOX:
22.25%
ITB:
28.28%
FSHOX:
-60.78%
ITB:
-86.53%
FSHOX:
-16.76%
ITB:
-28.26%
Returns By Period
In the year-to-date period, FSHOX achieves a -3.75% return, which is significantly higher than ITB's -10.35% return. Over the past 10 years, FSHOX has underperformed ITB with an annualized return of 7.86%, while ITB has yielded a comparatively higher 14.03% annualized return.
FSHOX
-3.75%
7.83%
-13.91%
-1.39%
18.36%
7.86%
ITB
-10.35%
4.25%
-23.38%
-14.38%
20.21%
14.03%
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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.
Risk-Adjusted Performance
FSHOX vs. ITB — Risk-Adjusted Performance Rank
FSHOX
ITB
FSHOX vs. ITB - Risk-Adjusted Performance 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.
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Dividends
FSHOX vs. ITB - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.74%, less than ITB's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 0.74% | 0.71% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% |
ITB iShares U.S. Home Construction ETF | 1.07% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% | 0.34% |
Drawdowns
FSHOX vs. ITB - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, 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. For additional features, visit the drawdowns tool.
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Volatility
FSHOX vs. ITB - Volatility Comparison
The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 6.74%, while iShares U.S. Home Construction ETF (ITB) has a volatility of 7.46%. 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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