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.
Performance
FSLBX vs. VITAX - Performance Comparison
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FSLBX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | -18.16% | 5.78% | 35.74% | 27.77% | -17.54% | 40.61% | 22.66% | 31.60% | -15.37% | 27.74% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
In the year-to-date period, FSLBX achieves a -18.16% return, which is significantly lower than VITAX's -11.14% return. Over the past 10 years, FSLBX has underperformed VITAX with an annualized return of 13.24%, while VITAX has yielded a comparatively higher 20.84% annualized return.
FSLBX
- 1D
- 1.40%
- 1M
- -5.61%
- YTD
- -18.16%
- 6M
- -20.14%
- 1Y
- -6.85%
- 3Y*
- 14.06%
- 5Y*
- 9.43%
- 10Y*
- 13.24%
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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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.
Return for Risk
FSLBX vs. VITAX — Risk / Return Rank
FSLBX
VITAX
FSLBX vs. VITAX - Risk-Adjusted Trends 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.
| FSLBX | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.87 | -1.12 |
Sortino ratioReturn per unit of downside risk | -0.16 | 1.39 | -1.55 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.19 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | 1.26 | -1.61 |
Martin ratioReturn relative to average drawdown | -0.93 | 3.92 | -4.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSLBX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.87 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.56 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.85 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.59 | -0.14 |
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.
Dividends
FSLBX vs. VITAX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.82%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.82% | 0.67% | 0.69% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 8.94% | 5.46% | 1.25% | 6.37% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
FSLBX vs. VITAX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -68.20%, 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.
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Drawdown Indicators
| FSLBX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.20% | -54.81% | -13.39% |
Max Drawdown (1Y)Largest decline over 1 year | -24.67% | -16.38% | -8.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -35.10% | +4.23% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -35.10% | -5.46% |
Current DrawdownCurrent decline from peak | -23.61% | -16.38% | -7.23% |
Average DrawdownAverage peak-to-trough decline | -14.86% | -8.06% | -6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.25% | 5.24% | +4.01% |
Volatility
FSLBX vs. VITAX - Volatility Comparison
The current volatility for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) is 6.18%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.70%. 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.
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Volatility by Period
| FSLBX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 6.70% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 15.84% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.03% | 27.38% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.76% | 25.22% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 24.69% | -1.02% |