FSPTX vs. IVV
Compare and contrast key facts about Fidelity Select Technology Portfolio (FSPTX) and iShares Core S&P 500 ETF (IVV).
FSPTX is managed by Fidelity. It was launched on Jul 13, 1981. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPTX or IVV.
Correlation
The correlation between FSPTX and IVV is 0.84, 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. IVV - Performance Comparison
Key characteristics
FSPTX:
0.22
IVV:
0.56
FSPTX:
0.54
IVV:
0.91
FSPTX:
1.07
IVV:
1.13
FSPTX:
0.25
IVV:
0.58
FSPTX:
0.81
IVV:
2.41
FSPTX:
8.93%
IVV:
4.51%
FSPTX:
32.67%
IVV:
19.36%
FSPTX:
-84.32%
IVV:
-55.25%
FSPTX:
-21.08%
IVV:
-10.54%
Returns By Period
In the year-to-date period, FSPTX achieves a -17.43% return, which is significantly lower than IVV's -6.41% return. Over the past 10 years, FSPTX has outperformed IVV with an annualized return of 17.68%, while IVV has yielded a comparatively lower 12.00% annualized return.
FSPTX
-17.43%
-10.12%
-14.12%
4.92%
18.08%
17.68%
IVV
-6.41%
-4.97%
-5.01%
9.59%
15.88%
12.00%
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FSPTX vs. IVV - Expense Ratio Comparison
FSPTX has a 0.67% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
FSPTX vs. IVV — Risk-Adjusted Performance Rank
FSPTX
IVV
FSPTX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and iShares Core S&P 500 ETF (IVV). 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. IVV - Dividend Comparison
FSPTX's dividend yield for the trailing twelve months is around 5.70%, more than IVV's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 5.70% | 4.71% | 0.01% | 3.95% | 11.62% | 18.86% | 1.61% | 23.63% | 8.31% | 1.49% | 4.28% | 17.85% |
IVV iShares Core S&P 500 ETF | 1.41% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
FSPTX vs. IVV - Drawdown Comparison
The maximum FSPTX drawdown since its inception was -84.32%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FSPTX and IVV. For additional features, visit the drawdowns tool.
Volatility
FSPTX vs. IVV - Volatility Comparison
Fidelity Select Technology Portfolio (FSPTX) has a higher volatility of 20.85% compared to iShares Core S&P 500 ETF (IVV) at 14.25%. This indicates that FSPTX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.