FSPCX vs. VOO
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and Vanguard S&P 500 ETF (VOO).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPCX or VOO.
Correlation
The correlation between FSPCX and VOO is 0.75, 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. VOO - Performance Comparison
Key characteristics
FSPCX:
1.26
VOO:
2.04
FSPCX:
1.74
VOO:
2.72
FSPCX:
1.23
VOO:
1.38
FSPCX:
1.79
VOO:
3.02
FSPCX:
5.41
VOO:
13.60
FSPCX:
3.37%
VOO:
1.88%
FSPCX:
14.45%
VOO:
12.52%
FSPCX:
-69.12%
VOO:
-33.99%
FSPCX:
-9.36%
VOO:
-3.52%
Returns By Period
In the year-to-date period, FSPCX achieves a 22.40% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, FSPCX has underperformed VOO with an annualized return of 4.60%, while VOO has yielded a comparatively higher 13.02% annualized return.
FSPCX
22.40%
-5.28%
8.26%
20.03%
8.71%
4.60%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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FSPCX vs. VOO - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSPCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 0.98%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 0.98% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% | 8.51% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FSPCX vs. VOO - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSPCX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSPCX vs. VOO - Volatility Comparison
Fidelity Select Insurance Portfolio (FSPCX) has a higher volatility of 4.65% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. This indicates that FSPCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.