FSMEX vs. FBDIX
Compare and contrast key facts about Fidelity Select Medical Technology and Devices Portfolio (FSMEX) and Franklin Biotechnology Discovery Fund (FBDIX).
FSMEX is managed by Fidelity. It was launched on Apr 28, 1998. FBDIX is managed by Franklin Templeton. It was launched on Sep 14, 1997.
Performance
FSMEX vs. FBDIX - Performance Comparison
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FSMEX vs. FBDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSMEX Fidelity Select Medical Technology and Devices Portfolio | -17.58% | 8.13% | 18.37% | 0.62% | -24.84% | 24.56% | 30.18% | 29.58% | 15.98% | 26.66% |
FBDIX Franklin Biotechnology Discovery Fund | -3.29% | 52.68% | 15.37% | 18.40% | -12.65% | -27.58% | 29.85% | 49.11% | -15.77% | 18.83% |
Returns By Period
In the year-to-date period, FSMEX achieves a -17.58% return, which is significantly lower than FBDIX's -3.29% return. Both investments have delivered pretty close results over the past 10 years, with FSMEX having a 10.46% annualized return and FBDIX not far behind at 10.22%.
FSMEX
- 1D
- -0.58%
- 1M
- -11.19%
- YTD
- -17.58%
- 6M
- -11.01%
- 1Y
- -8.83%
- 3Y*
- 0.36%
- 5Y*
- -0.71%
- 10Y*
- 10.46%
FBDIX
- 1D
- -0.30%
- 1M
- -6.49%
- YTD
- -3.29%
- 6M
- 19.63%
- 1Y
- 54.72%
- 3Y*
- 25.99%
- 5Y*
- 6.18%
- 10Y*
- 10.22%
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FSMEX vs. FBDIX - Expense Ratio Comparison
FSMEX has a 0.68% expense ratio, which is lower than FBDIX's 1.06% expense ratio.
Return for Risk
FSMEX vs. FBDIX — Risk / Return Rank
FSMEX
FBDIX
FSMEX vs. FBDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Medical Technology and Devices Portfolio (FSMEX) and Franklin Biotechnology Discovery Fund (FBDIX). 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.
| FSMEX | FBDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.41 | 1.99 | -2.39 |
Sortino ratioReturn per unit of downside risk | -0.46 | 2.59 | -3.04 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.33 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | 3.04 | -3.52 |
Martin ratioReturn relative to average drawdown | -1.55 | 12.26 | -13.81 |
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
| FSMEX | FBDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.41 | 1.99 | -2.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.24 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.39 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.40 | +0.25 |
Correlation
The correlation between FSMEX and FBDIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSMEX vs. FBDIX - Dividend Comparison
FSMEX's dividend yield for the trailing twelve months is around 12.78%, more than FBDIX's 11.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMEX Fidelity Select Medical Technology and Devices Portfolio | 12.78% | 10.53% | 17.04% | 0.00% | 1.80% | 8.12% | 6.65% | 1.77% | 7.47% | 6.26% | 5.84% | 16.35% |
FBDIX Franklin Biotechnology Discovery Fund | 11.18% | 10.81% | 19.53% | 0.00% | 0.13% | 0.98% | 14.50% | 18.77% | 3.72% | 2.39% | 4.57% | 8.42% |
Drawdowns
FSMEX vs. FBDIX - Drawdown Comparison
The maximum FSMEX drawdown since its inception was -40.34%, smaller than the maximum FBDIX drawdown of -71.44%. Use the drawdown chart below to compare losses from any high point for FSMEX and FBDIX.
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Drawdown Indicators
| FSMEX | FBDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.34% | -71.44% | +31.10% |
Max Drawdown (1Y)Largest decline over 1 year | -21.04% | -12.39% | -8.65% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -46.83% | +6.49% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | -53.67% | +13.33% |
Current DrawdownCurrent decline from peak | -22.82% | -7.38% | -15.44% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -28.90% | +21.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 3.98% | +2.52% |
Volatility
FSMEX vs. FBDIX - Volatility Comparison
The current volatility for Fidelity Select Medical Technology and Devices Portfolio (FSMEX) is 5.85%, while Franklin Biotechnology Discovery Fund (FBDIX) has a volatility of 7.62%. This indicates that FSMEX experiences smaller price fluctuations and is considered to be less risky than FBDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSMEX | FBDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 7.62% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 15.74% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.03% | 25.50% | -4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.75% | 25.47% | -4.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.59% | 26.35% | -5.76% |