Correlation
The correlation between FSTCX and IVV is 0.74, 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.
FSTCX vs. IVV
Compare and contrast key facts about Fidelity Select Telecommunications Portfolio (FSTCX) and iShares Core S&P 500 ETF (IVV).
FSTCX is managed by Fidelity. It was launched on Jul 28, 1985. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTCX or IVV.
Performance
FSTCX vs. IVV - Performance Comparison
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Key characteristics
FSTCX:
1.63
IVV:
0.70
FSTCX:
2.09
IVV:
1.05
FSTCX:
1.28
IVV:
1.15
FSTCX:
1.19
IVV:
0.69
FSTCX:
7.23
IVV:
2.62
FSTCX:
3.86%
IVV:
4.93%
FSTCX:
18.38%
IVV:
19.73%
FSTCX:
-82.73%
IVV:
-55.25%
FSTCX:
-5.72%
IVV:
-3.45%
Returns By Period
In the year-to-date period, FSTCX achieves a 4.11% return, which is significantly higher than IVV's 1.01% return. Over the past 10 years, FSTCX has underperformed IVV with an annualized return of 6.01%, while IVV has yielded a comparatively higher 12.79% annualized return.
FSTCX
4.11%
0.63%
-2.07%
29.73%
4.41%
4.54%
6.01%
IVV
1.01%
6.43%
-0.85%
13.63%
14.12%
15.92%
12.79%
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FSTCX vs. IVV - Expense Ratio Comparison
FSTCX has a 0.79% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
FSTCX vs. IVV — Risk-Adjusted Performance Rank
FSTCX
IVV
FSTCX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Telecommunications Portfolio (FSTCX) 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.
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Dividends
FSTCX vs. IVV - Dividend Comparison
FSTCX's dividend yield for the trailing twelve months is around 2.12%, more than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTCX Fidelity Select Telecommunications Portfolio | 2.12% | 2.19% | 3.72% | 8.13% | 15.37% | 8.11% | 3.33% | 3.23% | 20.29% | 6.40% | 1.99% | 3.66% |
IVV iShares Core S&P 500 ETF | 1.31% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
FSTCX vs. IVV - Drawdown Comparison
The maximum FSTCX drawdown since its inception was -82.73%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FSTCX and IVV.
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Volatility
FSTCX vs. IVV - Volatility Comparison
Fidelity Select Telecommunications Portfolio (FSTCX) and iShares Core S&P 500 ETF (IVV) have volatilities of 4.57% and 4.81%, 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.
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