FSLBX vs. VITAX
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLBX or VITAX.
Correlation
The correlation between FSLBX and VITAX is 0.73, 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. VITAX - Performance Comparison
Key characteristics
FSLBX:
0.53
VITAX:
0.09
FSLBX:
0.87
VITAX:
0.34
FSLBX:
1.13
VITAX:
1.05
FSLBX:
0.52
VITAX:
0.10
FSLBX:
2.16
VITAX:
0.38
FSLBX:
6.29%
VITAX:
7.16%
FSLBX:
25.73%
VITAX:
29.84%
FSLBX:
-67.50%
VITAX:
-54.81%
FSLBX:
-18.45%
VITAX:
-18.60%
Returns By Period
In the year-to-date period, FSLBX achieves a -11.93% return, which is significantly higher than VITAX's -15.24% return. Over the past 10 years, FSLBX has underperformed VITAX with an annualized return of 9.22%, while VITAX has yielded a comparatively higher 18.64% annualized return.
FSLBX
-11.93%
-3.60%
-7.29%
15.55%
20.20%
9.22%
VITAX
-15.24%
-6.50%
-11.64%
4.88%
18.76%
18.64%
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FSLBX vs. VITAX - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
FSLBX vs. VITAX — Risk-Adjusted Performance Rank
FSLBX
VITAX
FSLBX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.76%, more than VITAX's 0.61% 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.61% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FSLBX vs. VITAX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -67.50%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FSLBX and VITAX. For additional features, visit the drawdowns tool.
Volatility
FSLBX vs. VITAX - Volatility Comparison
The current volatility for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) is 17.35%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 18.59%. This indicates that FSLBX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.