FSRFX vs. IYT
Compare and contrast key facts about Fidelity Select Transportation Portfolio (FSRFX) and iShares Transportation Average ETF (IYT).
FSRFX is an actively managed fund by Fidelity. It was launched on Sep 29, 1986. IYT is a passively managed fund by iShares that tracks the performance of the Dow Jones Transportation Average Index. It was launched on Oct 10, 2003.
Performance
FSRFX vs. IYT - Performance Comparison
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FSRFX vs. IYT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRFX Fidelity Select Transportation Portfolio | -0.92% | 11.45% | 1.01% | 19.29% | -10.21% | 27.79% | 12.83% | 18.43% | -11.02% | 22.00% |
IYT iShares Transportation Average ETF | 0.48% | 11.48% | 4.10% | 24.62% | -21.74% | 26.41% | 14.20% | 20.11% | -12.87% | 18.89% |
Returns By Period
In the year-to-date period, FSRFX achieves a -0.92% return, which is significantly lower than IYT's 0.48% return. Over the past 10 years, FSRFX has outperformed IYT with an annualized return of 10.16%, while IYT has yielded a comparatively lower 9.02% annualized return.
FSRFX
- 1D
- -0.50%
- 1M
- -10.95%
- YTD
- -0.92%
- 6M
- 4.56%
- 1Y
- 16.70%
- 3Y*
- 7.87%
- 5Y*
- 6.52%
- 10Y*
- 10.16%
IYT
- 1D
- 3.35%
- 1M
- -8.45%
- YTD
- 0.48%
- 6M
- 4.61%
- 1Y
- 17.82%
- 3Y*
- 10.71%
- 5Y*
- 4.04%
- 10Y*
- 9.02%
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FSRFX vs. IYT - Expense Ratio Comparison
FSRFX has a 0.69% expense ratio, which is higher than IYT's 0.42% expense ratio.
Return for Risk
FSRFX vs. IYT — Risk / Return Rank
FSRFX
IYT
FSRFX vs. IYT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Transportation Portfolio (FSRFX) and iShares Transportation Average ETF (IYT). 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.
| FSRFX | IYT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.69 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.16 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.23 | -0.22 |
Martin ratioReturn relative to average drawdown | 3.47 | 4.19 | -0.71 |
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
| FSRFX | IYT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.69 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.18 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.39 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.40 | +0.17 |
Correlation
The correlation between FSRFX and IYT is 0.95, 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
FSRFX vs. IYT - Dividend Comparison
FSRFX's dividend yield for the trailing twelve months is around 4.21%, more than IYT's 1.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRFX Fidelity Select Transportation Portfolio | 4.21% | 4.18% | 1.67% | 2.68% | 8.82% | 12.00% | 7.97% | 3.98% | 11.42% | 5.16% | 1.97% | 7.51% |
IYT iShares Transportation Average ETF | 1.07% | 1.00% | 1.08% | 1.26% | 1.40% | 0.77% | 0.93% | 1.29% | 1.35% | 0.92% | 0.96% | 1.28% |
Drawdowns
FSRFX vs. IYT - Drawdown Comparison
The maximum FSRFX drawdown since its inception was -60.34%, roughly equal to the maximum IYT drawdown of -60.39%. Use the drawdown chart below to compare losses from any high point for FSRFX and IYT.
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Drawdown Indicators
| FSRFX | IYT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.34% | -60.39% | +0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.28% | -15.01% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -28.97% | -29.15% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -41.11% | -41.28% | +0.17% |
Current DrawdownCurrent decline from peak | -11.69% | -9.14% | -2.55% |
Average DrawdownAverage peak-to-trough decline | -8.68% | -9.37% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 4.42% | -0.26% |
Volatility
FSRFX vs. IYT - Volatility Comparison
The current volatility for Fidelity Select Transportation Portfolio (FSRFX) is 6.89%, while iShares Transportation Average ETF (IYT) has a volatility of 7.73%. This indicates that FSRFX experiences smaller price fluctuations and is considered to be less risky than IYT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRFX | IYT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 7.73% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 14.66% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 26.02% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.61% | 22.07% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 23.05% | -1.23% |