FSPTX vs. FSELX
Compare and contrast key facts about Fidelity Select Technology Portfolio (FSPTX) and Fidelity Select Semiconductors Portfolio (FSELX).
FSPTX is managed by Fidelity. It was launched on Jul 13, 1981. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPTX or FSELX.
Key characteristics
| FSPTX | FSELX | |
|---|---|---|
| YTD Return | 29.25% | 42.93% |
| 1Y Return | 43.27% | 62.59% |
| 3Y Return (Ann) | 10.93% | 27.84% |
| 5Y Return (Ann) | 24.57% | 35.36% |
| 10Y Return (Ann) | 21.69% | 28.87% |
| Sharpe Ratio | 1.83 | 1.67 |
| Sortino Ratio | 2.41 | 2.21 |
| Omega Ratio | 1.32 | 1.29 |
| Calmar Ratio | 2.42 | 2.47 |
| Martin Ratio | 8.80 | 7.31 |
| Ulcer Index | 4.79% | 8.23% |
| Daily Std Dev | 22.96% | 35.99% |
| Max Drawdown | -84.32% | -81.70% |
| Current Drawdown | -1.79% | -8.43% |
Correlation
The correlation between FSPTX and FSELX is 0.87, 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
FSPTX vs. FSELX - Performance Comparison
In the year-to-date period, FSPTX achieves a 29.25% return, which is significantly lower than FSELX's 42.93% return. Over the past 10 years, FSPTX has underperformed FSELX with an annualized return of 21.69%, while FSELX has yielded a comparatively higher 28.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSPTX vs. FSELX - Expense Ratio Comparison
FSPTX has a 0.67% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FSPTX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
FSPTX vs. FSELX - Dividend Comparison
FSPTX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 4.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.28% | 17.85% | 8.07% |
FSELX Fidelity Select Semiconductors Portfolio | 4.91% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
FSPTX vs. FSELX - Drawdown Comparison
The maximum FSPTX drawdown since its inception was -84.32%, roughly equal to the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FSPTX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FSPTX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Select Technology Portfolio (FSPTX) is 5.90%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.08%. This indicates that FSPTX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.