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 14.54%/yr vs 15.20%/yr for FSHOX. Their correlation of 0.87 suggests significant overlap in exposure. 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 1.44% return, which is significantly lower than FSHOX's 9.98% return. Both investments have delivered pretty close results over the past 10 years, with ITB having a 14.54% annualized return and FSHOX not far ahead at 15.20%.
ITB
- 1D
- -1.92%
- 1M
- 7.18%
- YTD
- 1.44%
- 6M
- -0.10%
- 1Y
- 9.29%
- 3Y*
- 6.76%
- 5Y*
- 8.38%
- 10Y*
- 14.54%
FSHOX
- 1D
- 2.00%
- 1M
- 6.25%
- YTD
- 9.98%
- 6M
- 8.88%
- 1Y
- 18.80%
- 3Y*
- 15.43%
- 5Y*
- 11.76%
- 10Y*
- 15.20%
ITB vs. FSHOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | 1.44% | -5.26% | 2.06% | 68.91% | -26.26% | 49.25% | 26.42% | 48.70% | -30.92% | 59.65% |
FSHOX Fidelity Select Construction & Housing Portfolio | 9.98% | 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 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 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 0.85 to 0.89 - 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 | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.18 | -0.83 |
| Martin ratioReturn relative to average drawdown | 0.68 | 2.99 | -2.31 |
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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 | -23.10% | -5.16% | -17.94% |
Average DrawdownAverage peak-to-trough decline | -37.06% | -9.84% | -27.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.64% | 6.54% | +7.10% |
Volatility
ITB vs. FSHOX - Volatility Comparison
iShares U.S. Home Construction ETF (ITB) has a higher volatility of 8.66% compared to Fidelity Select Construction & Housing Portfolio (FSHOX) at 7.09%. 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 | 8.66% | 7.09% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 21.41% | 16.68% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.00% | 20.60% | +9.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.37% | 21.85% | +7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.10% | 22.55% | +7.55% |
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 0.66%, less than FSHOX's 5.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 5.86% | 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 | 0.66% | 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 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITB has higher volatility (8.66%) compared to FSHOX (7.09%). In terms of maximum drawdown, ITB dropped -86.53% vs FSHOX's -61.68%.
FSHOX currently has the higher Sharpe Ratio (0.95 vs 0.31), 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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