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.
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.
Performance
FSPCX vs. ITOT - Performance Comparison
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Key characteristics
FSPCX:
1.09
ITOT:
0.68
FSPCX:
1.58
ITOT:
0.98
FSPCX:
1.22
ITOT:
1.14
FSPCX:
1.82
ITOT:
0.63
FSPCX:
5.18
ITOT:
2.33
FSPCX:
4.02%
ITOT:
5.22%
FSPCX:
18.70%
ITOT:
20.13%
FSPCX:
-69.25%
ITOT:
-55.20%
FSPCX:
-0.83%
ITOT:
-4.11%
Returns By Period
In the year-to-date period, FSPCX achieves a 7.70% return, which is significantly higher than ITOT's 0.35% return. Over the past 10 years, FSPCX has outperformed ITOT with an annualized return of 13.34%, while ITOT has yielded a comparatively lower 12.20% annualized return.
FSPCX
7.70%
4.52%
-0.62%
20.28%
18.43%
22.07%
13.34%
ITOT
0.35%
6.37%
-2.69%
13.64%
13.66%
15.23%
12.20%
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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 Rank
FSPCX
ITOT
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.
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Dividends
FSPCX vs. ITOT - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 5.84%, more than ITOT's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 5.84% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.11% | 10.81% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.26% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
FSPCX vs. ITOT - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.25%, 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.
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Volatility
FSPCX vs. ITOT - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 4.67%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.98%. This indicates that FSPCX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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