Correlation
The correlation between FSPTX and VUG is 0.85, 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.
FSPTX vs. VUG
Compare and contrast key facts about Fidelity Select Technology Portfolio (FSPTX) and Vanguard Growth ETF (VUG).
FSPTX is managed by Fidelity. It was launched on Jul 13, 1981. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPTX or VUG.
Performance
FSPTX vs. VUG - Performance Comparison
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Key characteristics
FSPTX:
0.36
VUG:
0.68
FSPTX:
0.78
VUG:
1.14
FSPTX:
1.10
VUG:
1.16
FSPTX:
0.45
VUG:
0.78
FSPTX:
1.39
VUG:
2.63
FSPTX:
9.47%
VUG:
6.78%
FSPTX:
33.24%
VUG:
25.36%
FSPTX:
-84.32%
VUG:
-50.68%
FSPTX:
-6.70%
VUG:
-3.04%
Returns By Period
In the year-to-date period, FSPTX achieves a -2.39% return, which is significantly lower than VUG's 1.01% return. Over the past 10 years, FSPTX has outperformed VUG with an annualized return of 19.57%, while VUG has yielded a comparatively lower 15.32% annualized return.
FSPTX
-2.39%
13.12%
-2.50%
11.74%
21.72%
19.44%
19.57%
VUG
1.01%
9.98%
1.73%
17.06%
19.84%
17.39%
15.32%
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FSPTX vs. VUG - Expense Ratio Comparison
FSPTX has a 0.67% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FSPTX vs. VUG — Risk-Adjusted Performance Rank
FSPTX
VUG
FSPTX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Vanguard Growth ETF (VUG). 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.
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Dividends
FSPTX vs. VUG - Dividend Comparison
FSPTX's dividend yield for the trailing twelve months is around 7.29%, more than VUG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 7.29% | 4.71% | 0.01% | 3.95% | 11.62% | 18.86% | 1.61% | 23.63% | 8.31% | 1.49% | 4.19% | 17.71% |
VUG Vanguard Growth ETF | 0.47% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
FSPTX vs. VUG - Drawdown Comparison
The maximum FSPTX drawdown since its inception was -84.32%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FSPTX and VUG.
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Volatility
FSPTX vs. VUG - Volatility Comparison
Fidelity Select Technology Portfolio (FSPTX) has a higher volatility of 7.35% compared to Vanguard Growth ETF (VUG) at 5.77%. This indicates that FSPTX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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