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.
Key characteristics
| FWRLX | VT | |
|---|---|---|
| YTD Return | 14.39% | 14.77% |
| 1Y Return | 29.62% | 23.41% |
| 3Y Return (Ann) | 2.37% | 5.91% |
| 5Y Return (Ann) | 11.73% | 11.35% |
| 10Y Return (Ann) | 11.02% | 8.95% |
| Sharpe Ratio | 2.08 | 1.89 |
| Daily Std Dev | 14.18% | 12.29% |
| Max Drawdown | -79.37% | -50.27% |
| Current Drawdown | -1.68% | -0.44% |
Correlation
The correlation between FWRLX and VT is 0.86, 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. VT - Performance Comparison
The year-to-date returns for both investments are quite close, with FWRLX having a 14.39% return and VT slightly higher at 14.77%. Over the past 10 years, FWRLX has outperformed VT with an annualized return of 11.02%, while VT has yielded a comparatively lower 8.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 5.18%, more than VT's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWRLX Fidelity Select Wireless Portfolio | 5.18% | 2.38% | 9.26% | 7.53% | 6.95% | 2.74% | 16.03% | 3.67% | 6.57% | 9.95% | 25.29% | 0.94% |
VT Vanguard Total World Stock ETF | 1.54% | 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
The current volatility for Fidelity Select Wireless Portfolio (FWRLX) is 3.79%, while Vanguard Total World Stock ETF (VT) has a volatility of 3.99%. This indicates that FWRLX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.