FSPCX vs. ITOT
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPCX or ITOT.
Correlation
The correlation between FSPCX and ITOT is 0.77, 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
FSPCX vs. ITOT - Performance Comparison
Key characteristics
FSPCX:
1.26
ITOT:
1.83
FSPCX:
1.74
ITOT:
2.46
FSPCX:
1.23
ITOT:
1.34
FSPCX:
1.79
ITOT:
2.78
FSPCX:
5.41
ITOT:
11.83
FSPCX:
3.37%
ITOT:
2.00%
FSPCX:
14.45%
ITOT:
12.92%
FSPCX:
-69.12%
ITOT:
-55.20%
FSPCX:
-9.36%
ITOT:
-4.15%
Returns By Period
The year-to-date returns for both investments are quite close, with FSPCX having a 22.40% return and ITOT slightly higher at 23.48%. Over the past 10 years, FSPCX has underperformed ITOT with an annualized return of 4.60%, while ITOT has yielded a comparatively higher 12.49% annualized return.
FSPCX
22.40%
-5.28%
8.26%
20.03%
8.71%
4.60%
ITOT
23.48%
-1.01%
8.73%
25.51%
13.84%
12.49%
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FSPCX vs. ITOT - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
FSPCX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
FSPCX vs. ITOT - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 0.98%, less than ITOT's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 0.08% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% | 8.51% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
FSPCX vs. ITOT - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.12%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FSPCX and ITOT. For additional features, visit the drawdowns tool.
Volatility
FSPCX vs. ITOT - Volatility Comparison
Fidelity Select Insurance Portfolio (FSPCX) has a higher volatility of 4.65% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 3.89%. This indicates that FSPCX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.