FSLBX vs. VFH
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Vanguard Financials ETF (VFH).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. VFH is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Financials 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLBX or VFH.
Correlation
The correlation between FSLBX and VFH is 0.89, 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
FSLBX vs. VFH - Performance Comparison
Key characteristics
FSLBX:
0.53
VFH:
0.89
FSLBX:
0.87
VFH:
1.32
FSLBX:
1.13
VFH:
1.20
FSLBX:
0.52
VFH:
1.07
FSLBX:
2.16
VFH:
4.52
FSLBX:
6.29%
VFH:
4.07%
FSLBX:
25.73%
VFH:
20.71%
FSLBX:
-67.50%
VFH:
-78.61%
FSLBX:
-18.45%
VFH:
-10.97%
Returns By Period
In the year-to-date period, FSLBX achieves a -11.93% return, which is significantly lower than VFH's -3.98% return. Over the past 10 years, FSLBX has underperformed VFH with an annualized return of 9.22%, while VFH has yielded a comparatively higher 11.04% annualized return.
FSLBX
-11.93%
-3.60%
-7.29%
15.55%
20.20%
9.22%
VFH
-3.98%
-2.95%
-0.20%
19.30%
19.68%
11.04%
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FSLBX vs. VFH - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is higher than VFH's 0.10% expense ratio.
Risk-Adjusted Performance
FSLBX vs. VFH — Risk-Adjusted Performance Rank
FSLBX
VFH
FSLBX vs. VFH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Vanguard Financials ETF (VFH). 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
FSLBX vs. VFH - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.76%, less than VFH's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.76% | 0.69% | 1.22% | 1.71% | 0.63% | 1.11% | 1.21% | 1.50% | 1.00% | 1.23% | 2.17% | 1.36% |
VFH Vanguard Financials ETF | 1.93% | 1.75% | 2.08% | 2.31% | 1.87% | 2.21% | 2.17% | 2.30% | 1.53% | 1.63% | 2.00% | 1.85% |
Drawdowns
FSLBX vs. VFH - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -67.50%, smaller than the maximum VFH drawdown of -78.61%. Use the drawdown chart below to compare losses from any high point for FSLBX and VFH. For additional features, visit the drawdowns tool.
Volatility
FSLBX vs. VFH - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 17.35% compared to Vanguard Financials ETF (VFH) at 13.41%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than VFH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.