FWRLX vs. VOOG
Compare and contrast key facts about Fidelity Select Wireless Portfolio (FWRLX) and Vanguard S&P 500 Growth ETF (VOOG).
FWRLX is managed by Fidelity. It was launched on Sep 20, 2000. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: FWRLX or VOOG.
Correlation
The correlation between FWRLX and VOOG 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.
Performance
FWRLX vs. VOOG - Performance Comparison
Key characteristics
FWRLX:
0.76
VOOG:
1.76
FWRLX:
1.04
VOOG:
2.31
FWRLX:
1.15
VOOG:
1.32
FWRLX:
0.45
VOOG:
2.46
FWRLX:
2.43
VOOG:
9.50
FWRLX:
4.62%
VOOG:
3.33%
FWRLX:
14.81%
VOOG:
18.04%
FWRLX:
-79.37%
VOOG:
-32.73%
FWRLX:
-9.85%
VOOG:
-0.01%
Returns By Period
In the year-to-date period, FWRLX achieves a 4.00% return, which is significantly lower than VOOG's 5.09% return. Over the past 10 years, FWRLX has underperformed VOOG with an annualized return of 5.22%, while VOOG has yielded a comparatively higher 15.29% annualized return.
FWRLX
4.00%
3.51%
3.05%
12.58%
2.64%
5.22%
VOOG
5.09%
2.73%
14.13%
32.32%
16.39%
15.29%
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FWRLX vs. VOOG - Expense Ratio Comparison
FWRLX has a 0.77% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FWRLX vs. VOOG — Risk-Adjusted Performance Rank
FWRLX
VOOG
FWRLX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Wireless Portfolio (FWRLX) and Vanguard S&P 500 Growth ETF (VOOG). 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
FWRLX vs. VOOG - Dividend Comparison
FWRLX's dividend yield for the trailing twelve months is around 0.98%, more than VOOG's 0.47% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FWRLX Fidelity Select Wireless Portfolio | 0.98% | 1.02% | 0.96% | 0.97% | 0.65% | 0.70% | 1.05% | 2.34% | 1.34% | 1.05% | 9.95% | 25.29% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FWRLX vs. VOOG - Drawdown Comparison
The maximum FWRLX drawdown since its inception was -79.37%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FWRLX and VOOG. For additional features, visit the drawdowns tool.
Volatility
FWRLX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Select Wireless Portfolio (FWRLX) is 3.37%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that FWRLX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.