FSHOX vs. SOXX
FSHOX (Fidelity Select Construction & Housing Portfolio) and SOXX (iShares Semiconductor ETF) are both funds - FSHOX is a Consumer Discretionary Equities fund managed by Fidelity, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Over the past 10 years, FSHOX returned 15.05%/yr vs 35.55%/yr for SOXX. A 0.60 correlation means they provide meaningful diversification when combined. FSHOX charges 0.76%/yr vs 0.34%/yr for SOXX.
Performance
FSHOX vs. SOXX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FSHOX achieves a 7.27% return, which is significantly lower than SOXX's 98.11% return. Over the past 10 years, FSHOX has underperformed SOXX with an annualized return of 15.05%, while SOXX has yielded a comparatively higher 35.55% annualized return.
FSHOX
- 1D
- 3.42%
- 1M
- 0.88%
- YTD
- 7.27%
- 6M
- 4.94%
- 1Y
- 15.36%
- 3Y*
- 14.91%
- 5Y*
- 10.49%
- 10Y*
- 15.05%
SOXX
- 1D
- 1.59%
- 1M
- 12.49%
- YTD
- 98.11%
- 6M
- 99.51%
- 1Y
- 171.57%
- 3Y*
- 53.00%
- 5Y*
- 33.69%
- 10Y*
- 35.55%
FSHOX vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 7.27% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
SOXX iShares Semiconductor ETF | 98.11% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 39.79% |
Correlation
The correlation between FSHOX and SOXX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2001 | 0.60 |
The correlation between FSHOX and SOXX shifts across timeframes, from 0.47 (1 year) to 0.60 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FSHOX vs. SOXX — Risk / Return Rank
FSHOX
SOXX
FSHOX vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and iShares Semiconductor ETF (SOXX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSHOX | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.76 | ||
| Sortino ratioReturn per unit of downside risk | -3.21 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.62 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 10.50 | -9.66 |
| Martin ratioReturn relative to average drawdown | 2.12 | 38.20 | -36.08 |
Loading charts...
Drawdowns
FSHOX vs. SOXX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -61.68%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for FSHOX and SOXX.
Loading charts...
Drawdown Indicators
| FSHOX | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.68% | -70.21% | +8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -16.54% | -15.77% | -0.77% |
Max Drawdown (3Y)Largest decline over 3 years | -24.76% | -41.36% | +16.60% |
Max Drawdown (5Y)Largest decline over 5 years | -33.23% | -45.75% | +12.52% |
Max Drawdown (10Y)Largest decline over 10 years | -43.67% | -45.75% | +2.08% |
Current DrawdownCurrent decline from peak | -7.50% | -3.16% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -19.95% | +10.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 4.33% | +2.17% |
Volatility
FSHOX vs. SOXX - Volatility Comparison
The current volatility for Fidelity Select Construction & Housing Portfolio (FSHOX) is 7.41%, while iShares Semiconductor ETF (SOXX) has a volatility of 19.42%. This indicates that FSHOX experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FSHOX | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.41% | 19.42% | -12.01% |
Volatility (6M)Calculated over the trailing 6-month period | 16.57% | 31.46% | -14.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.56% | 37.35% | -16.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.82% | 36.73% | -14.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.54% | 33.77% | -11.23% |
FSHOX vs. SOXX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than SOXX's 0.34% expense ratio.
Dividends
FSHOX vs. SOXX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 6.00%, more than SOXX's 0.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 6.00% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
SOXX iShares Semiconductor ETF | 0.28% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
FSHOX and SOXX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXX has higher volatility (19.42%) compared to FSHOX (7.41%). In terms of maximum drawdown, FSHOX dropped -61.68% vs SOXX's -70.21%.
SOXX currently has the higher Sharpe Ratio (4.43 vs 0.67), 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.
Find the right allocation for FSHOX and SOXX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer