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 0.74, 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.
Performance
FSPCX vs. VOO - Performance Comparison
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Key characteristics
FSPCX:
0.97
VOO:
0.52
FSPCX:
1.47
VOO:
0.89
FSPCX:
1.21
VOO:
1.13
FSPCX:
1.67
VOO:
0.57
FSPCX:
4.70
VOO:
2.18
FSPCX:
4.06%
VOO:
4.85%
FSPCX:
18.58%
VOO:
19.11%
FSPCX:
-69.12%
VOO:
-33.99%
FSPCX:
-3.38%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FSPCX achieves a 4.93% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, FSPCX has outperformed VOO with an annualized return of 13.12%, while VOO has yielded a comparatively lower 12.42% annualized return.
FSPCX
4.93%
4.39%
0.76%
17.24%
23.17%
13.12%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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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 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.
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Dividends
FSPCX vs. VOO - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 5.50%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 5.50% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.27% | 11.09% |
VOO Vanguard S&P 500 ETF | 1.34% | 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 -69.12%, 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.
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Volatility
FSPCX vs. VOO - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 6.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that FSPCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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