FWRLX vs. VT
Compare and contrast key facts about Fidelity Select Wireless Portfolio (FWRLX) and Vanguard Total World Stock ETF (VT).
FWRLX is managed by Fidelity. It was launched on Sep 20, 2000. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWRLX or VT.
Performance
FWRLX vs. VT - Performance Comparison
Returns By Period
In the year-to-date period, FWRLX achieves a 15.07% return, which is significantly lower than VT's 18.18% return. Over the past 10 years, FWRLX has underperformed VT with an annualized return of 6.02%, while VT has yielded a comparatively higher 9.25% annualized return.
FWRLX
15.07%
1.21%
12.03%
21.28%
5.19%
6.02%
VT
18.18%
0.34%
8.94%
24.96%
11.19%
9.25%
Key characteristics
| FWRLX | VT | |
|---|---|---|
| Sharpe Ratio | 1.56 | 2.17 |
| Sortino Ratio | 2.06 | 2.97 |
| Omega Ratio | 1.28 | 1.39 |
| Calmar Ratio | 0.86 | 3.11 |
| Martin Ratio | 6.67 | 13.89 |
| Ulcer Index | 3.19% | 1.82% |
| Daily Std Dev | 13.63% | 11.63% |
| Max Drawdown | -79.37% | -50.27% |
| Current Drawdown | -7.70% | -1.38% |
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FWRLX vs. VT - Expense Ratio Comparison
FWRLX has a 0.77% expense ratio, which is higher than VT's 0.07% expense ratio.
Correlation
The correlation between FWRLX and VT is 0.85, 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.
Risk-Adjusted Performance
FWRLX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Wireless Portfolio (FWRLX) and Vanguard Total World Stock ETF (VT). 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. VT - Dividend Comparison
FWRLX's dividend yield for the trailing twelve months is around 0.96%, less than VT's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWRLX Fidelity Select Wireless Portfolio | 0.96% | 0.96% | 0.97% | 0.65% | 0.70% | 1.05% | 2.34% | 1.34% | 1.05% | 9.95% | 25.29% | 0.94% |
VT Vanguard Total World Stock ETF | 1.85% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
FWRLX vs. VT - Drawdown Comparison
The maximum FWRLX drawdown since its inception was -79.37%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FWRLX and VT. For additional features, visit the drawdowns tool.
Volatility
FWRLX vs. VT - Volatility Comparison
Fidelity Select Wireless Portfolio (FWRLX) has a higher volatility of 3.35% compared to Vanguard Total World Stock ETF (VT) at 3.18%. This indicates that FWRLX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.