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.
Key characteristics
FSLBX | VFH | |
---|---|---|
YTD Return | 19.68% | 20.00% |
1Y Return | 36.93% | 32.86% |
3Y Return (Ann) | 10.25% | 8.13% |
5Y Return (Ann) | 18.94% | 11.76% |
10Y Return (Ann) | 12.05% | 11.05% |
Sharpe Ratio | 2.18 | 2.38 |
Daily Std Dev | 16.66% | 13.74% |
Max Drawdown | -67.50% | -78.61% |
Current Drawdown | -0.01% | -0.97% |
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
The year-to-date returns for both investments are quite close, with FSLBX having a 19.68% return and VFH slightly higher at 20.00%. Over the past 10 years, FSLBX has outperformed VFH with an annualized return of 12.05%, while VFH has yielded a comparatively lower 11.05% 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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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 1.05%, less than VFH's 1.74% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Brokerage & Invmt Mgmt Portfolio | 1.05% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 9.24% | 6.96% | 1.25% | 6.51% | 3.52% | 0.54% |
Vanguard Financials ETF | 1.74% | 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 4.42% compared to Vanguard Financials ETF (VFH) at 3.68%. 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.