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:
2.09
VITAX:
1.33
FSLBX:
2.81
VITAX:
1.81
FSLBX:
1.38
VITAX:
1.24
FSLBX:
4.14
VITAX:
1.89
FSLBX:
14.74
VITAX:
6.76
FSLBX:
2.45%
VITAX:
4.27%
FSLBX:
17.30%
VITAX:
21.69%
FSLBX:
-67.50%
VITAX:
-54.81%
FSLBX:
-6.75%
VITAX:
-4.09%
Returns By Period
In the year-to-date period, FSLBX achieves a 34.56% return, which is significantly higher than VITAX's 29.10% return. Over the past 10 years, FSLBX has underperformed VITAX with an annualized return of 10.37%, while VITAX has yielded a comparatively higher 20.59% annualized return.
FSLBX
34.56%
-4.05%
23.65%
38.41%
18.66%
10.37%
VITAX
29.10%
1.53%
7.38%
30.95%
21.66%
20.59%
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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 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 0.93%, more than VITAX's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.02% | 1.22% | 1.71% | 0.63% | 1.11% | 1.21% | 1.50% | 1.00% | 1.23% | 2.17% | 1.36% | 0.52% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.47% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
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
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX) have volatilities of 5.57% and 5.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.