FSVLX vs. FIKBX
Compare and contrast key facts about Fidelity Select Fintech Portfolio (FSVLX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX).
FSVLX is managed by Fidelity. It was launched on Dec 16, 1985. FIKBX is managed by BlackRock. It was launched on Oct 2, 2018.
Performance
FSVLX vs. FIKBX - Performance Comparison
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FSVLX vs. FIKBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | -26.09% | 0.26% | 22.04% | 24.55% | -29.75% | 22.31% | 2.25% | 34.18% | -11.83% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | -9.34% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
Returns By Period
In the year-to-date period, FSVLX achieves a -26.09% return, which is significantly lower than FIKBX's -9.34% return.
FSVLX
- 1D
- 0.98%
- 1M
- -8.94%
- YTD
- -26.09%
- 6M
- -26.40%
- 1Y
- -22.13%
- 3Y*
- 1.24%
- 5Y*
- -3.51%
- 10Y*
- 5.68%
FIKBX
- 1D
- 1.00%
- 1M
- -5.35%
- YTD
- -9.34%
- 6M
- -5.78%
- 1Y
- 4.82%
- 3Y*
- 19.08%
- 5Y*
- 10.36%
- 10Y*
- —
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FSVLX vs. FIKBX - Expense Ratio Comparison
FSVLX has a 0.81% expense ratio, which is higher than FIKBX's 0.64% expense ratio.
Return for Risk
FSVLX vs. FIKBX — Risk / Return Rank
FSVLX
FIKBX
FSVLX vs. FIKBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) and Fidelity Advisor Financial Services Fund Class Z (FIKBX). 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.
| FSVLX | FIKBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | 0.27 | -1.09 |
Sortino ratioReturn per unit of downside risk | -1.04 | 0.50 | -1.54 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.07 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 0.25 | -1.00 |
Martin ratioReturn relative to average drawdown | -2.19 | 0.77 | -2.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSVLX | FIKBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 0.27 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.50 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.46 | -0.13 |
Correlation
The correlation between FSVLX and FIKBX is 0.84, 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.
Dividends
FSVLX vs. FIKBX - Dividend Comparison
FSVLX has not paid dividends to shareholders, while FIKBX's dividend yield for the trailing twelve months is around 7.85%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.25% | 1.93% | 1.77% | 8.59% | 1.58% | 3.84% | 10.51% |
FIKBX Fidelity Advisor Financial Services Fund Class Z | 7.85% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSVLX vs. FIKBX - Drawdown Comparison
The maximum FSVLX drawdown since its inception was -83.84%, which is greater than FIKBX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for FSVLX and FIKBX.
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Drawdown Indicators
| FSVLX | FIKBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.84% | -45.95% | -37.89% |
Max Drawdown (1Y)Largest decline over 1 year | -30.77% | -14.41% | -16.36% |
Max Drawdown (5Y)Largest decline over 5 years | -42.62% | -24.82% | -17.80% |
Max Drawdown (10Y)Largest decline over 10 years | -51.70% | — | — |
Current DrawdownCurrent decline from peak | -31.45% | -12.09% | -19.36% |
Average DrawdownAverage peak-to-trough decline | -25.64% | -8.17% | -17.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 4.61% | +5.94% |
Volatility
FSVLX vs. FIKBX - Volatility Comparison
Fidelity Select Fintech Portfolio (FSVLX) has a higher volatility of 7.96% compared to Fidelity Advisor Financial Services Fund Class Z (FIKBX) at 4.52%. This indicates that FSVLX's price experiences larger fluctuations and is considered to be riskier than FIKBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSVLX | FIKBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 4.52% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 17.16% | 12.43% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.00% | 21.14% | +4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 20.79% | +3.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.66% | 26.15% | -0.49% |