FSVLX vs. SCHG
Compare and contrast key facts about Fidelity Select Fintech Portfolio (FSVLX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FSVLX is managed by Fidelity. It was launched on Dec 16, 1985. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
FSVLX vs. SCHG - Performance Comparison
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FSVLX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | -26.09% | 0.26% | 22.04% | 24.55% | -29.75% | 22.31% | 2.25% | 34.18% | -10.51% | 23.13% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, FSVLX achieves a -26.09% return, which is significantly lower than SCHG's -10.59% return. Over the past 10 years, FSVLX has underperformed SCHG with an annualized return of 5.68%, while SCHG has yielded a comparatively higher 16.83% annualized 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%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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FSVLX vs. SCHG - Expense Ratio Comparison
FSVLX has a 0.81% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
FSVLX vs. SCHG — Risk / Return Rank
FSVLX
SCHG
FSVLX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | 0.75 | -1.57 |
Sortino ratioReturn per unit of downside risk | -1.04 | 1.23 | -2.28 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.17 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 1.03 | -1.78 |
Martin ratioReturn relative to average drawdown | -2.19 | 3.54 | -5.73 |
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 | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 0.75 | -1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.57 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.79 | -0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.79 | -0.46 |
Correlation
The correlation between FSVLX and SCHG 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.
Dividends
FSVLX vs. SCHG - Dividend Comparison
FSVLX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.43%.
| 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
FSVLX vs. SCHG - Drawdown Comparison
The maximum FSVLX drawdown since its inception was -83.84%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FSVLX and SCHG.
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Drawdown Indicators
| FSVLX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.84% | -34.59% | -49.25% |
Max Drawdown (1Y)Largest decline over 1 year | -30.77% | -16.41% | -14.36% |
Max Drawdown (5Y)Largest decline over 5 years | -42.62% | -34.59% | -8.03% |
Max Drawdown (10Y)Largest decline over 10 years | -51.70% | -34.59% | -17.11% |
Current DrawdownCurrent decline from peak | -31.45% | -13.34% | -18.11% |
Average DrawdownAverage peak-to-trough decline | -25.64% | -5.22% | -20.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 4.78% | +5.77% |
Volatility
FSVLX vs. SCHG - Volatility Comparison
Fidelity Select Fintech Portfolio (FSVLX) has a higher volatility of 7.96% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.67%. This indicates that FSVLX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSVLX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 6.67% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 17.16% | 12.51% | +4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.00% | 22.43% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 22.32% | +2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.66% | 21.51% | +4.15% |