ITB vs. FSHOX
ITB (iShares U.S. Home Construction ETF) and FSHOX (Fidelity Select Construction & Housing Portfolio) are both funds - ITB is a Building & Construction fund tracking the Dow Jones U.S. Select Home Construction Index, while FSHOX is a Consumer Discretionary Equities fund managed by Fidelity. Over the past 10 years, ITB returned 13.43%/yr vs 13.85%/yr for FSHOX. Their correlation of 0.87 means they have usually moved in the same direction. ITB charges 0.38%/yr vs 0.76%/yr for FSHOX.
Performance
ITB vs. FSHOX - Performance Comparison
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Returns By Period
In the year-to-date period, ITB achieves a -1.69% return, which is significantly lower than FSHOX's 3.98% return. Both investments have delivered pretty close results over the past 10 years, with ITB having a 13.43% annualized return and FSHOX not far ahead at 13.85%.
ITB
- 1D
- -1.18%
- 1M
- -8.32%
- 6M
- -7.21%
- YTD
- -1.69%
- 1Y
- -5.06%
- 3Y*
- 2.79%
- 5Y*
- 6.57%
- 10Y*
- 13.43%
- ALL TIME*
- 4.08%
FSHOX
- 1D
- 1.00%
- 1M
- -5.83%
- 6M
- -2.61%
- YTD
- 3.98%
- 1Y
- 5.23%
- 3Y*
- 9.89%
- 5Y*
- 9.08%
- 10Y*
- 13.85%
- ALL TIME*
- 12.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $179.18M | $195.32M | $218.82M |
ITB vs. FSHOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | -1.69% | -5.26% | 2.06% | 68.91% | -26.26% | 49.25% | 26.42% | 48.70% | -30.92% | 59.65% |
FSHOX Fidelity Select Construction & Housing Portfolio | 3.98% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
Correlation
The correlation between ITB and FSHOX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since May 5, 2006 | 0.87 |
The correlation between ITB and FSHOX has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.
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Return for Risk
ITB vs. FSHOX — Risk / Return Rank
ITB
FSHOX
ITB vs. FSHOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Home Construction ETF (ITB) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITB | FSHOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.05 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 0.27 | -0.37 |
| Martin ratioReturn relative to average drawdown | -0.17 | 0.65 | -0.82 |
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Drawdowns
ITB vs. FSHOX - Drawdown Comparison
The maximum ITB drawdown since its inception was -86.53%, which is greater than FSHOX's maximum drawdown of -61.68%. Use the drawdown chart below to compare losses from any high point for ITB and FSHOX.
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Drawdown Indicators
| ITB | FSHOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.53% | -61.68% | -24.85% |
Max Drawdown (1Y)Largest decline over 1 year | -26.04% | -16.54% | -9.50% |
Max Drawdown (3Y)Largest decline over 3 years | -33.35% | -24.76% | -8.59% |
Max Drawdown (5Y)Largest decline over 5 years | -40.55% | -33.23% | -7.32% |
Max Drawdown (10Y)Largest decline over 10 years | -52.10% | -43.67% | -8.43% |
Current DrawdownCurrent decline from peak | -25.47% | -10.35% | -15.12% |
Average DrawdownAverage peak-to-trough decline | -36.98% | -9.83% | -27.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.54% | 7.01% | +7.53% |
Volatility
ITB vs. FSHOX - Volatility Comparison
iShares U.S. Home Construction ETF (ITB) has a higher volatility of 8.79% compared to Fidelity Select Construction & Housing Portfolio (FSHOX) at 5.55%. This indicates that ITB's price experiences larger fluctuations and is considered to be riskier than FSHOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITB | FSHOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.79% | 5.55% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 22.03% | 17.05% | +4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.51% | 21.09% | +8.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.57% | 21.96% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.20% | 22.60% | +7.60% |
ITB vs. FSHOX - Expense Ratio Comparison
ITB has a 0.38% expense ratio, which is lower than FSHOX's 0.76% expense ratio.
Dividends
ITB vs. FSHOX - Dividend Comparison
ITB's dividend yield for the trailing twelve months is around 0.68%, less than FSHOX's 6.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 6.20% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
ITB iShares U.S. Home Construction ETF | 0.68% | 1.67% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% |
Frequently Asked Questions
ITB and FSHOX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITB has higher volatility (8.79%) compared to FSHOX (5.55%). In terms of maximum drawdown, ITB dropped -86.53% vs FSHOX's -61.68%.
FSHOX currently has the higher Sharpe Ratio (0.22 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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