FSRPX vs. VOO
Compare and contrast key facts about Fidelity Select Retailing Portfolio (FSRPX) and Vanguard S&P 500 ETF (VOO).
FSRPX is managed by Fidelity Investments. It was launched on Dec 15, 1985. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRPX or VOO.
Correlation
The correlation between FSRPX and VOO is 0.80, 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. VOO - Performance Comparison
Key characteristics
FSRPX:
-0.42
VOO:
0.36
FSRPX:
-0.45
VOO:
0.63
FSRPX:
0.94
VOO:
1.09
FSRPX:
-0.24
VOO:
0.35
FSRPX:
-1.18
VOO:
1.66
FSRPX:
7.43%
VOO:
4.00%
FSRPX:
20.99%
VOO:
18.64%
FSRPX:
-55.00%
VOO:
-33.99%
FSRPX:
-35.85%
VOO:
-12.04%
Returns By Period
In the year-to-date period, FSRPX achieves a -15.00% return, which is significantly lower than VOO's -7.98% return. Over the past 10 years, FSRPX has underperformed VOO with an annualized return of 6.65%, while VOO has yielded a comparatively higher 11.99% annualized return.
FSRPX
-15.00%
-6.90%
-15.72%
-7.92%
2.42%
6.65%
VOO
-7.98%
-4.19%
-6.68%
8.00%
15.82%
11.99%
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FSRPX vs. VOO - Expense Ratio Comparison
FSRPX has a 0.72% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSRPX vs. VOO — Risk-Adjusted Performance Rank
FSRPX
VOO
FSRPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Retailing Portfolio (FSRPX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FSRPX's dividend yield for the trailing twelve months is around 0.16%, less than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRPX Fidelity Select Retailing Portfolio | 0.16% | 0.13% | 0.34% | 0.35% | 0.00% | 0.00% | 0.28% | 0.18% | 0.23% | 0.14% | 1.32% | 4.06% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSRPX vs. VOO - Drawdown Comparison
The maximum FSRPX drawdown since its inception was -55.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSRPX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSRPX vs. VOO - Volatility Comparison
Fidelity Select Retailing Portfolio (FSRPX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.30% and 13.25%, 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.