FSLBX vs. VFAIX
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Vanguard Financials Index Fund Admiral Shares (VFAIX).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. VFAIX is managed by BlackRock. It was launched on Feb 4, 2004.
Performance
FSLBX vs. VFAIX - Performance Comparison
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FSLBX vs. VFAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | -16.57% | 5.78% | 35.74% | 27.77% | -17.54% | 40.61% | 22.66% | 31.60% | -15.37% | 27.74% |
VFAIX Vanguard Financials Index Fund Admiral Shares | -9.18% | 14.90% | 30.46% | 14.07% | -12.26% | 36.27% | -2.15% | 31.63% | -13.47% | 20.05% |
Returns By Period
In the year-to-date period, FSLBX achieves a -16.57% return, which is significantly lower than VFAIX's -9.18% return. Over the past 10 years, FSLBX has outperformed VFAIX with an annualized return of 13.45%, while VFAIX has yielded a comparatively lower 12.36% annualized return.
FSLBX
- 1D
- 1.93%
- 1M
- -4.71%
- YTD
- -16.57%
- 6M
- -16.88%
- 1Y
- -5.82%
- 3Y*
- 14.79%
- 5Y*
- 9.48%
- 10Y*
- 13.45%
VFAIX
- 1D
- 2.18%
- 1M
- -3.59%
- YTD
- -9.18%
- 6M
- -6.35%
- 1Y
- 2.77%
- 3Y*
- 17.93%
- 5Y*
- 9.49%
- 10Y*
- 12.36%
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FSLBX vs. VFAIX - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is higher than VFAIX's 0.10% expense ratio.
Return for Risk
FSLBX vs. VFAIX — Risk / Return Rank
FSLBX
VFAIX
FSLBX vs. VFAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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.
| FSLBX | VFAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.19 | 0.14 | -0.32 |
Sortino ratioReturn per unit of downside risk | -0.08 | 0.32 | -0.39 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.05 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.26 | -0.46 |
Martin ratioReturn relative to average drawdown | -0.51 | 0.78 | -1.29 |
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
| FSLBX | VFAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | 0.14 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.49 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.55 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.23 | +0.22 |
Correlation
The correlation between FSLBX and VFAIX is 0.90, 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
FSLBX vs. VFAIX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.80%, less than VFAIX's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.80% | 0.67% | 0.69% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 8.94% | 5.46% | 1.25% | 6.37% |
VFAIX Vanguard Financials Index Fund Admiral Shares | 1.61% | 1.56% | 1.75% | 2.08% | 2.31% | 2.62% | 2.21% | 2.17% | 2.30% | 1.54% | 1.64% | 2.00% |
Drawdowns
FSLBX vs. VFAIX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -68.20%, smaller than the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for FSLBX and VFAIX.
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Drawdown Indicators
| FSLBX | VFAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.20% | -78.64% | +10.44% |
Max Drawdown (1Y)Largest decline over 1 year | -24.67% | -14.72% | -9.95% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -25.71% | -5.16% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -44.37% | +3.81% |
Current DrawdownCurrent decline from peak | -22.14% | -11.94% | -10.20% |
Average DrawdownAverage peak-to-trough decline | -14.86% | -18.69% | +3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.36% | 4.92% | +4.44% |
Volatility
FSLBX vs. VFAIX - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 6.45% compared to Vanguard Financials Index Fund Admiral Shares (VFAIX) at 4.84%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than VFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLBX | VFAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 4.84% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 17.21% | 11.74% | +5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 19.94% | +7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 19.42% | +3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 22.63% | +1.04% |