IBUY vs. FSRPX
Compare and contrast key facts about Amplify Online Retail ETF (IBUY) and Fidelity Select Retailing Portfolio (FSRPX).
IBUY is a passively managed fund by Amplify Investments that tracks the performance of the EQM Online Retail Index. It was launched on Apr 20, 2016. FSRPX is managed by Fidelity Investments. It was launched on Dec 15, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBUY or FSRPX.
Correlation
The correlation between IBUY and FSRPX is 0.71, 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
IBUY vs. FSRPX - Performance Comparison
Key characteristics
IBUY:
0.43
FSRPX:
0.22
IBUY:
0.79
FSRPX:
0.45
IBUY:
1.10
FSRPX:
1.06
IBUY:
0.19
FSRPX:
0.20
IBUY:
1.38
FSRPX:
0.67
IBUY:
8.63%
FSRPX:
6.56%
IBUY:
27.52%
FSRPX:
20.53%
IBUY:
-73.00%
FSRPX:
-55.00%
IBUY:
-56.40%
FSRPX:
-15.09%
Returns By Period
In the year-to-date period, IBUY achieves a -6.17% return, which is significantly higher than FSRPX's -8.70% return.
IBUY
-6.17%
0.68%
-0.10%
11.20%
2.91%
N/A
FSRPX
-8.70%
0.05%
-2.04%
4.37%
12.23%
12.99%
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IBUY vs. FSRPX - Expense Ratio Comparison
IBUY has a 0.65% expense ratio, which is lower than FSRPX's 0.72% expense ratio.
Risk-Adjusted Performance
IBUY vs. FSRPX — Risk-Adjusted Performance Rank
IBUY
FSRPX
IBUY vs. FSRPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Online Retail ETF (IBUY) and Fidelity Select Retailing Portfolio (FSRPX). 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
IBUY vs. FSRPX - Dividend Comparison
IBUY has not paid dividends to shareholders, while FSRPX's dividend yield for the trailing twelve months is around 11.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBUY Amplify Online Retail ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSRPX Fidelity Select Retailing Portfolio | 11.30% | 12.41% | 7.40% | 2.90% | 15.92% | 6.82% | 2.13% | 2.17% | 3.60% | 0.14% | 1.32% | 7.99% |
Drawdowns
IBUY vs. FSRPX - Drawdown Comparison
The maximum IBUY drawdown since its inception was -73.00%, which is greater than FSRPX's maximum drawdown of -55.00%. Use the drawdown chart below to compare losses from any high point for IBUY and FSRPX. For additional features, visit the drawdowns tool.
Volatility
IBUY vs. FSRPX - Volatility Comparison
Amplify Online Retail ETF (IBUY) has a higher volatility of 16.68% compared to Fidelity Select Retailing Portfolio (FSRPX) at 13.29%. This indicates that IBUY's price experiences larger fluctuations and is considered to be riskier than FSRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.