FSUVX vs. FPHAX
Compare and contrast key facts about Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
FSUVX is managed by Fidelity. It was launched on May 29, 2015. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUVX or FPHAX.
Correlation
The correlation between FSUVX and FPHAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSUVX vs. FPHAX - Performance Comparison
Key characteristics
FSUVX:
1.93
FPHAX:
0.17
FSUVX:
2.62
FPHAX:
0.35
FSUVX:
1.35
FPHAX:
1.04
FSUVX:
2.60
FPHAX:
0.13
FSUVX:
8.00
FPHAX:
0.31
FSUVX:
2.20%
FPHAX:
9.07%
FSUVX:
9.13%
FPHAX:
16.77%
FSUVX:
-32.41%
FPHAX:
-37.34%
FSUVX:
-1.73%
FPHAX:
-16.06%
Returns By Period
In the year-to-date period, FSUVX achieves a 3.82% return, which is significantly higher than FPHAX's 3.51% return.
FSUVX
3.82%
3.05%
4.96%
16.44%
8.82%
N/A
FPHAX
3.51%
7.23%
-13.90%
-0.85%
3.02%
2.95%
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FSUVX vs. FPHAX - Expense Ratio Comparison
FSUVX has a 0.11% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Risk-Adjusted Performance
FSUVX vs. FPHAX — Risk-Adjusted Performance Rank
FSUVX
FPHAX
FSUVX vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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
FSUVX vs. FPHAX - Dividend Comparison
FSUVX's dividend yield for the trailing twelve months is around 1.79%, more than FPHAX's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 1.79% | 1.86% | 1.74% | 2.10% | 1.74% | 1.31% | 4.11% | 1.58% | 1.09% | 2.23% | 1.17% | 0.00% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 1.17% | 1.21% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% |
Drawdowns
FSUVX vs. FPHAX - Drawdown Comparison
The maximum FSUVX drawdown since its inception was -32.41%, smaller than the maximum FPHAX drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for FSUVX and FPHAX. For additional features, visit the drawdowns tool.
Volatility
FSUVX vs. FPHAX - Volatility Comparison
The current volatility for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) is 2.20%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 5.69%. This indicates that FSUVX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.