FSRBX vs. IVV
Compare and contrast key facts about Fidelity Select Banking Portfolio (FSRBX) and iShares Core S&P 500 ETF (IVV).
FSRBX is managed by Fidelity. It was launched on Jun 30, 1986. 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
FSRBX vs. IVV - Performance Comparison
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FSRBX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRBX Fidelity Select Banking Portfolio | -4.77% | 11.11% | 30.13% | 8.48% | -12.61% | 38.21% | -11.73% | 35.60% | -19.04% | 12.72% |
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, FSRBX achieves a -4.77% return, which is significantly lower than IVV's -4.38% return. Over the past 10 years, FSRBX has underperformed IVV with an annualized return of 10.57%, while IVV has yielded a comparatively higher 14.02% annualized return.
FSRBX
- 1D
- 0.34%
- 1M
- -4.63%
- YTD
- -4.77%
- 6M
- -6.04%
- 1Y
- 11.19%
- 3Y*
- 20.44%
- 5Y*
- 7.34%
- 10Y*
- 10.57%
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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FSRBX vs. IVV - Expense Ratio Comparison
FSRBX has a 0.73% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
FSRBX vs. IVV — Risk / Return Rank
FSRBX
IVV
FSRBX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Banking Portfolio (FSRBX) 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.
| FSRBX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.97 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.74 | 1.49 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.53 | -0.97 |
Martin ratioReturn relative to average drawdown | 1.46 | 7.32 | -5.87 |
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
| FSRBX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.97 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.70 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.78 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.42 | 0.00 |
Correlation
The correlation between FSRBX and IVV is 0.72, 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
FSRBX vs. IVV - Dividend Comparison
FSRBX's dividend yield for the trailing twelve months is around 1.55%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRBX Fidelity Select Banking Portfolio | 1.55% | 1.47% | 4.49% | 5.35% | 6.12% | 3.36% | 8.63% | 5.90% | 32.02% | 2.57% | 0.76% | 5.64% |
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
FSRBX vs. IVV - Drawdown Comparison
The maximum FSRBX drawdown since its inception was -76.89%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FSRBX and IVV.
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Drawdown Indicators
| FSRBX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.89% | -55.25% | -21.64% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -12.06% | -3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -41.95% | -24.53% | -17.42% |
Max Drawdown (10Y)Largest decline over 10 years | -51.23% | -33.90% | -17.33% |
Current DrawdownCurrent decline from peak | -14.30% | -6.26% | -8.04% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -10.85% | -2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 2.53% | +3.47% |
Volatility
FSRBX vs. IVV - Volatility Comparison
The current volatility for Fidelity Select Banking Portfolio (FSRBX) is 4.78%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that FSRBX experiences smaller price fluctuations and is considered to be less risky 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
| FSRBX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 5.30% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 18.15% | 9.45% | +8.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 18.31% | +9.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 16.89% | +10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.52% | 18.04% | +11.48% |