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. It was launched on Sep 28, 1986.
Performance
ITB vs. FSHOX - Performance Comparison
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ITB vs. FSHOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | -5.79% | -5.26% | 2.06% | 68.91% | -26.26% | 49.25% | 26.42% | 48.70% | -30.92% | 59.65% |
FSHOX Fidelity Select Construction & Housing Portfolio | -3.21% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
Returns By Period
In the year-to-date period, ITB achieves a -5.79% return, which is significantly lower than FSHOX's -3.21% return. Both investments have delivered pretty close results over the past 10 years, with ITB having a 13.58% annualized return and FSHOX not far ahead at 13.80%.
ITB
- 1D
- 2.80%
- 1M
- -15.62%
- YTD
- -5.79%
- 6M
- -15.27%
- 1Y
- -3.74%
- 3Y*
- 9.80%
- 5Y*
- 6.35%
- 10Y*
- 13.58%
FSHOX
- 1D
- -0.98%
- 1M
- -13.82%
- YTD
- -3.21%
- 6M
- -7.81%
- 1Y
- 8.36%
- 3Y*
- 13.51%
- 5Y*
- 9.42%
- 10Y*
- 13.80%
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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.
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.
| ITB | FSHOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.12 | 0.44 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.04 | 0.81 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.09 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 0.44 | -0.56 |
Martin ratioReturn relative to average drawdown | -0.28 | 1.38 | -1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ITB | FSHOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | 0.44 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.44 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.62 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.56 | -0.45 |
Correlation
The correlation between ITB and FSHOX is 0.87, 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.
Dividends
ITB vs. FSHOX - Dividend Comparison
ITB's dividend yield for the trailing twelve months is around 1.25%, less than FSHOX's 4.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | 1.25% | 1.67% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% |
FSHOX Fidelity Select Construction & Housing Portfolio | 4.04% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
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 | -24.45% | -16.54% | -7.91% |
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 | -28.58% | -16.54% | -12.04% |
Average DrawdownAverage peak-to-trough decline | -37.20% | -9.85% | -27.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.43% | 5.31% | +5.12% |
Volatility
ITB vs. FSHOX - Volatility Comparison
iShares U.S. Home Construction ETF (ITB) has a higher volatility of 7.95% compared to Fidelity Select Construction & Housing Portfolio (FSHOX) at 6.83%. 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 | 7.95% | 6.83% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 19.21% | 13.61% | +5.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.44% | 21.59% | +8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.08% | 21.41% | +7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.81% | 22.30% | +7.51% |