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:
2.18
VFH:
1.91
FSLBX:
2.92
VFH:
2.73
FSLBX:
1.39
VFH:
1.36
FSLBX:
4.34
VFH:
3.64
FSLBX:
15.65
VFH:
13.24
FSLBX:
2.42%
VFH:
2.20%
FSLBX:
17.32%
VFH:
15.23%
FSLBX:
-67.50%
VFH:
-78.61%
FSLBX:
-6.53%
VFH:
-7.99%
Returns By Period
In the year-to-date period, FSLBX achieves a 34.88% return, which is significantly higher than VFH's 27.58% return. Over the past 10 years, FSLBX has underperformed VFH with an annualized return of 10.55%, while VFH has yielded a comparatively higher 11.17% annualized return.
FSLBX
34.88%
-3.54%
24.64%
36.45%
18.73%
10.55%
VFH
27.58%
-5.35%
17.37%
27.82%
11.14%
11.17%
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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 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 0.93%, less than VFH's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.93% | 1.22% | 1.71% | 0.63% | 1.11% | 1.21% | 1.50% | 1.00% | 1.23% | 2.17% | 1.36% | 0.52% |
VFH Vanguard Financials ETF | 1.22% | 2.08% | 2.31% | 1.87% | 2.21% | 2.17% | 2.30% | 1.53% | 1.63% | 2.00% | 1.85% | 1.82% |
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 5.59% compared to Vanguard Financials ETF (VFH) at 4.96%. 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.