FSHOX vs. VFINX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHOX or VFINX.
Key characteristics
| FSHOX | VFINX | |
|---|---|---|
| YTD Return | 25.62% | 27.13% |
| 1Y Return | 49.07% | 37.67% |
| 3Y Return (Ann) | 9.71% | 10.23% |
| 5Y Return (Ann) | 16.75% | 16.03% |
| 10Y Return (Ann) | 9.73% | 13.39% |
| Sharpe Ratio | 2.71 | 3.22 |
| Sortino Ratio | 3.71 | 4.28 |
| Omega Ratio | 1.46 | 1.61 |
| Calmar Ratio | 3.12 | 4.71 |
| Martin Ratio | 11.39 | 21.31 |
| Ulcer Index | 4.56% | 1.87% |
| Daily Std Dev | 19.16% | 12.29% |
| Max Drawdown | -60.78% | -55.25% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FSHOX and VFINX 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.
Performance
FSHOX vs. VFINX - Performance Comparison
In the year-to-date period, FSHOX achieves a 25.62% return, which is significantly lower than VFINX's 27.13% return. Over the past 10 years, FSHOX has underperformed VFINX with an annualized return of 9.73%, while VFINX has yielded a comparatively higher 13.39% 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. VFINX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
FSHOX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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. VFINX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.65%, less than VFINX's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 0.65% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% | 8.70% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
Drawdowns
FSHOX vs. VFINX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.78%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FSHOX and VFINX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. VFINX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 4.68% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.89%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.