ITB vs. FSHOX
Compare and contrast key facts about iShares U.S. Home Construction ETF (ITB) and Fidelity Select Construction & Housing Portfolio (FSHOX).
ITB is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Home Construction Index. It was launched on May 1, 2006. FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITB or FSHOX.
Correlation
The correlation between ITB and FSHOX 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
ITB vs. FSHOX - Performance Comparison
Key characteristics
ITB:
-0.61
FSHOX:
-0.51
ITB:
-0.75
FSHOX:
-0.60
ITB:
0.92
FSHOX:
0.93
ITB:
-0.56
FSHOX:
-0.45
ITB:
-1.29
FSHOX:
-1.23
ITB:
12.80%
FSHOX:
8.37%
ITB:
27.04%
FSHOX:
20.20%
ITB:
-86.53%
FSHOX:
-60.78%
ITB:
-27.88%
FSHOX:
-23.11%
Returns By Period
In the year-to-date period, ITB achieves a -9.87% return, which is significantly higher than FSHOX's -11.09% return. Over the past 10 years, ITB has outperformed FSHOX with an annualized return of 13.38%, while FSHOX has yielded a comparatively lower 6.64% annualized return.
ITB
-9.87%
-5.81%
-24.60%
-15.28%
30.12%
13.38%
FSHOX
-11.09%
-8.92%
-18.43%
-9.31%
21.07%
6.64%
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ITB vs. FSHOX - Expense Ratio Comparison
ITB has a 0.42% expense ratio, which is lower than FSHOX's 0.76% expense ratio.
Risk-Adjusted Performance
ITB vs. FSHOX — Risk-Adjusted Performance Rank
ITB
FSHOX
ITB vs. FSHOX - Risk-Adjusted Performance 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.
Dividends
ITB vs. FSHOX - Dividend Comparison
ITB's dividend yield for the trailing twelve months is around 1.07%, more than FSHOX's 0.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | 1.07% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% | 0.34% |
FSHOX Fidelity Select Construction & Housing Portfolio | 0.80% | 0.71% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% |
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 -60.78%. Use the drawdown chart below to compare losses from any high point for ITB and FSHOX. For additional features, visit the drawdowns tool.
Volatility
ITB vs. FSHOX - Volatility Comparison
iShares U.S. Home Construction ETF (ITB) has a higher volatility of 9.17% compared to Fidelity Select Construction & Housing Portfolio (FSHOX) at 8.36%. 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.