Correlation
The correlation between FSPCX and VOO is 0.74, 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. 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.
Performance
FSPCX vs. VOO - Performance Comparison
Loading data...
Key characteristics
FSPCX:
1.09
VOO:
0.74
FSPCX:
1.58
VOO:
1.04
FSPCX:
1.22
VOO:
1.15
FSPCX:
1.82
VOO:
0.68
FSPCX:
5.18
VOO:
2.58
FSPCX:
4.02%
VOO:
4.93%
FSPCX:
18.70%
VOO:
19.54%
FSPCX:
-69.25%
VOO:
-33.99%
FSPCX:
-0.83%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FSPCX achieves a 7.70% return, which is significantly higher than VOO's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with FSPCX having a 13.34% annualized return and VOO not far behind at 12.81%.
FSPCX
7.70%
5.41%
-0.62%
18.47%
18.43%
22.07%
13.34%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
FSPCX
VOO
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.
Loading data...
Dividends
FSPCX vs. VOO - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 5.84%, more than VOO's 1.29% 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% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSPCX vs. VOO - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.25%, 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.
Loading data...
Volatility
FSPCX vs. VOO - Volatility Comparison
Fidelity Select Insurance Portfolio (FSPCX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.67% and 4.84%, 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.
Loading data...