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 0.76, 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:
0.64
ITOT:
1.64
FSPCX:
0.94
ITOT:
2.22
FSPCX:
1.12
ITOT:
1.30
FSPCX:
0.68
ITOT:
2.54
FSPCX:
1.79
ITOT:
9.94
FSPCX:
5.41%
ITOT:
2.17%
FSPCX:
15.30%
ITOT:
13.14%
FSPCX:
-69.12%
ITOT:
-55.20%
FSPCX:
-10.47%
ITOT:
-2.41%
Returns By Period
In the year-to-date period, FSPCX achieves a 1.67% return, which is significantly lower than ITOT's 2.13% return. Over the past 10 years, FSPCX has underperformed ITOT with an annualized return of 4.54%, while ITOT has yielded a comparatively higher 12.44% annualized return.
FSPCX
1.67%
-0.03%
-0.12%
8.66%
7.72%
4.54%
ITOT
2.13%
-1.58%
7.37%
19.20%
13.49%
12.44%
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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.
Dividends
FSPCX vs. ITOT - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 1.12%, less than ITOT's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 1.12% | 1.13% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.20% | 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 -69.12%, 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) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 3.67% and 3.50%, 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.