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
Key characteristics
FSPCX:
1.08
VOO:
0.32
FSPCX:
1.51
VOO:
0.57
FSPCX:
1.22
VOO:
1.08
FSPCX:
1.70
VOO:
0.32
FSPCX:
5.08
VOO:
1.42
FSPCX:
3.83%
VOO:
4.19%
FSPCX:
18.04%
VOO:
18.73%
FSPCX:
-69.12%
VOO:
-33.99%
FSPCX:
-6.65%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FSPCX achieves a 1.39% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, FSPCX has outperformed VOO with an annualized return of 12.89%, while VOO has yielded a comparatively lower 11.66% annualized return.
FSPCX
1.39%
-4.54%
-2.60%
19.37%
21.87%
12.89%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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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.
Dividends
FSPCX vs. VOO - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 5.62%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 5.62% | 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 | 1.44% | 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.
Volatility
FSPCX vs. VOO - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 11.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. 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.