FSRPX vs. IBUY
Compare and contrast key facts about Fidelity Select Retailing Portfolio (FSRPX) and Amplify Online Retail ETF (IBUY).
FSRPX is managed by Fidelity Investments. It was launched on Dec 15, 1985. IBUY is a passively managed fund by Amplify Investments that tracks the performance of the EQM Online Retail Index. It was launched on Apr 20, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRPX or IBUY.
Key characteristics
| FSRPX | IBUY | |
|---|---|---|
| YTD Return | 10.01% | 4.91% |
| 1Y Return | 25.33% | 34.56% |
| 3Y Return (Ann) | 1.96% | -20.86% |
| 5Y Return (Ann) | 12.98% | 3.63% |
| Sharpe Ratio | 1.82 | 1.38 |
| Daily Std Dev | 14.70% | 26.05% |
| Max Drawdown | -55.00% | -73.00% |
| Current Drawdown | -8.05% | -59.43% |
Correlation
The correlation between FSRPX and IBUY is 0.77, 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.
Performance
FSRPX vs. IBUY - Performance Comparison
In the year-to-date period, FSRPX achieves a 10.01% return, which is significantly higher than IBUY's 4.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSRPX vs. IBUY - Expense Ratio Comparison
FSRPX has a 0.72% expense ratio, which is higher than IBUY's 0.65% expense ratio.
Risk-Adjusted Performance
FSRPX vs. IBUY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Retailing Portfolio (FSRPX) and Amplify Online Retail ETF (IBUY). 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.
Dividends
FSRPX vs. IBUY - Dividend Comparison
FSRPX's dividend yield for the trailing twelve months is around 13.65%, while IBUY has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRPX Fidelity Select Retailing Portfolio | 13.65% | 7.40% | 2.90% | 15.92% | 6.82% | 2.13% | 2.17% | 3.60% | 0.14% | 1.32% | 7.99% | 2.41% |
IBUY Amplify Online Retail ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSRPX vs. IBUY - Drawdown Comparison
The maximum FSRPX drawdown since its inception was -55.00%, smaller than the maximum IBUY drawdown of -73.00%. Use the drawdown chart below to compare losses from any high point for FSRPX and IBUY. For additional features, visit the drawdowns tool.
Volatility
FSRPX vs. IBUY - Volatility Comparison
The current volatility for Fidelity Select Retailing Portfolio (FSRPX) is 3.88%, while Amplify Online Retail ETF (IBUY) has a volatility of 7.23%. This indicates that FSRPX experiences smaller price fluctuations and is considered to be less risky than IBUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.