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FSPTX vs. VITAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSPTX vs. VITAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Technology Portfolio (FSPTX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). The values are adjusted to include any dividend payments, if applicable.

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FSPTX vs. VITAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VITAX
Vanguard Information Technology Index Fund Admiral Shares
-11.14%21.78%29.26%52.69%-29.67%30.36%45.93%48.72%2.51%37.07%

Returns By Period

In the year-to-date period, FSPTX achieves a -8.57% return, which is significantly higher than VITAX's -11.14% return. Over the past 10 years, FSPTX has outperformed VITAX with an annualized return of 22.24%, while VITAX has yielded a comparatively lower 20.84% 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%

VITAX

1D
-1.79%
1M
-7.83%
YTD
-11.14%
6M
-10.25%
1Y
23.94%
3Y*
20.87%
5Y*
14.06%
10Y*
20.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSPTX vs. VITAX - Expense Ratio Comparison

FSPTX has a 0.67% expense ratio, which is higher than VITAX's 0.10% expense ratio.


Return for Risk

FSPTX vs. VITAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSPTX
FSPTX Risk / Return Rank: 6767
Overall Rank
FSPTX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FSPTX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FSPTX Omega Ratio Rank: 6363
Omega Ratio Rank
FSPTX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FSPTX Martin Ratio Rank: 6565
Martin Ratio Rank

VITAX
VITAX Risk / Return Rank: 4747
Overall Rank
VITAX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
VITAX Sortino Ratio Rank: 5252
Sortino Ratio Rank
VITAX Omega Ratio Rank: 4848
Omega Ratio Rank
VITAX Calmar Ratio Rank: 5353
Calmar Ratio Rank
VITAX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSPTX vs. VITAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.


FSPTXVITAXDifference

Sharpe ratio

Return per unit of total volatility

1.08

0.87

+0.21

Sortino ratio

Return per unit of downside risk

1.65

1.39

+0.26

Omega ratio

Gain probability vs. loss probability

1.23

1.19

+0.04

Calmar ratio

Return relative to maximum drawdown

1.78

1.26

+0.53

Martin ratio

Return relative to average drawdown

6.19

3.92

+2.27

FSPTX vs. VITAX - Sharpe Ratio Comparison

The current FSPTX Sharpe Ratio is 1.08, which is comparable to the VITAX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of FSPTX and VITAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FSPTXVITAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

0.87

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.56

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.85

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.59

-0.06

Correlation

The correlation between FSPTX and VITAX is 0.96, 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. VITAX - Dividend Comparison

FSPTX's dividend yield for the trailing twelve months is around 9.91%, more than VITAX's 0.46% yield.


TTM20252024202320222021202020192018201720162015
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%
VITAX
Vanguard Information Technology Index Fund Admiral Shares
0.46%0.40%0.60%0.65%0.91%0.63%0.82%1.11%1.29%0.99%1.31%1.28%

Drawdowns

FSPTX vs. VITAX - Drawdown Comparison

The maximum FSPTX drawdown since its inception was -84.37%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FSPTX and VITAX.


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Drawdown Indicators


FSPTXVITAXDifference

Max Drawdown

Largest peak-to-trough decline

-84.37%

-54.81%

-29.56%

Max Drawdown (1Y)

Largest decline over 1 year

-15.49%

-16.38%

+0.89%

Max Drawdown (5Y)

Largest decline over 5 years

-42.16%

-35.10%

-7.06%

Max Drawdown (10Y)

Largest decline over 10 years

-42.16%

-35.10%

-7.06%

Current Drawdown

Current decline from peak

-13.71%

-16.38%

+2.67%

Average Drawdown

Average peak-to-trough decline

-27.13%

-8.06%

-19.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.47%

5.24%

-0.77%

Volatility

FSPTX vs. VITAX - Volatility Comparison

Fidelity Select Technology Portfolio (FSPTX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX) have volatilities of 6.73% and 6.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSPTXVITAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

6.70%

+0.03%

Volatility (6M)

Calculated over the trailing 6-month period

16.55%

15.84%

+0.71%

Volatility (1Y)

Calculated over the trailing 1-year period

29.04%

27.38%

+1.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.19%

25.22%

+1.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.81%

24.69%

+1.12%