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:
0.17
VOO:
1.76
FSRPX:
0.33
VOO:
2.37
FSRPX:
1.05
VOO:
1.32
FSRPX:
0.09
VOO:
2.66
FSRPX:
0.42
VOO:
11.10
FSRPX:
7.27%
VOO:
2.02%
FSRPX:
17.69%
VOO:
12.79%
FSRPX:
-55.00%
VOO:
-33.99%
FSRPX:
-23.98%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FSRPX achieves a 0.73% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, FSRPX has underperformed VOO with an annualized return of 8.38%, while VOO has yielded a comparatively higher 13.03% annualized return.
FSRPX
0.73%
-3.96%
3.95%
0.95%
3.35%
8.38%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 0.13%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRPX Fidelity Select Retailing Portfolio | 0.13% | 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 | 1.22% | 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) has a higher volatility of 4.63% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that FSRPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.