FSHOX vs. SPY
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and State Street SPDR S&P 500 ETF (SPY).
FSHOX is managed by Fidelity. It was launched on Sep 28, 1986. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
FSHOX vs. SPY - Performance Comparison
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FSHOX vs. SPY - 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% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FSHOX achieves a -3.21% return, which is significantly higher than SPY's -4.37% return. Both investments have delivered pretty close results over the past 10 years, with FSHOX having a 13.80% annualized return and SPY not far ahead at 13.98%.
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%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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FSHOX vs. SPY - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FSHOX vs. SPY — Risk / Return Rank
FSHOX
SPY
FSHOX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.93 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.45 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.22 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.53 | -1.08 |
Martin ratioReturn relative to average drawdown | 1.38 | 7.30 | -5.92 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.93 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.69 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.56 | -0.01 |
Correlation
The correlation between FSHOX and SPY is 0.75, 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. SPY - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 4.04%, more than SPY's 1.14% 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% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FSHOX vs. SPY - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -61.68%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FSHOX and SPY.
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Drawdown Indicators
| FSHOX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.68% | -55.19% | -6.49% |
Max Drawdown (1Y)Largest decline over 1 year | -16.54% | -12.05% | -4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -33.23% | -24.50% | -8.73% |
Max Drawdown (10Y)Largest decline over 10 years | -43.67% | -33.72% | -9.95% |
Current DrawdownCurrent decline from peak | -16.54% | -6.24% | -10.30% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -9.09% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 2.52% | +2.79% |
Volatility
FSHOX vs. SPY - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 6.83% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSHOX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 5.31% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 9.47% | +4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 19.05% | +2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 17.06% | +4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.30% | 17.92% | +4.38% |