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.
Performance
FSPTX vs. IVV - Performance Comparison
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FSPTX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | -8.57% | 23.37% | 41.76% | 59.83% | -36.91% | 21.99% | 63.95% | 51.08% | -9.03% | 49.75% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, FSPTX achieves a -8.57% return, which is significantly lower than IVV's -4.38% return. Over the past 10 years, FSPTX has outperformed IVV with an annualized return of 22.24%, while IVV has yielded a comparatively lower 14.02% annualized return.
FSPTX
- 1D
- -2.07%
- 1M
- -7.34%
- YTD
- -8.57%
- 6M
- -7.04%
- 1Y
- 31.57%
- 3Y*
- 26.70%
- 5Y*
- 13.98%
- 10Y*
- 22.24%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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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.
Return for Risk
FSPTX vs. IVV — Risk / Return Rank
FSPTX
IVV
FSPTX vs. IVV - Risk-Adjusted Trends 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.
| FSPTX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.97 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.49 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.53 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.19 | 7.32 | -1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSPTX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.97 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.70 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.42 | +0.10 |
Correlation
The correlation between FSPTX and IVV is 0.83, 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.
Dividends
FSPTX vs. IVV - Dividend Comparison
FSPTX's dividend yield for the trailing twelve months is around 9.91%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 9.91% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
FSPTX vs. IVV - Drawdown Comparison
The maximum FSPTX drawdown since its inception was -84.37%, 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.
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Drawdown Indicators
| FSPTX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.37% | -55.25% | -29.12% |
Max Drawdown (1Y)Largest decline over 1 year | -15.49% | -12.06% | -3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -42.16% | -24.53% | -17.63% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -33.90% | -8.26% |
Current DrawdownCurrent decline from peak | -13.71% | -6.26% | -7.45% |
Average DrawdownAverage peak-to-trough decline | -27.13% | -10.85% | -16.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.53% | +1.94% |
Volatility
FSPTX vs. IVV - Volatility Comparison
Fidelity Select Technology Portfolio (FSPTX) has a higher volatility of 6.73% compared to iShares Core S&P 500 ETF (IVV) at 5.30%. 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.
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Volatility by Period
| FSPTX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.30% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 16.55% | 9.45% | +7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.04% | 18.31% | +10.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.19% | 16.89% | +10.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.81% | 18.04% | +7.77% |