IYZ vs. FBMPX
Compare and contrast key facts about iShares U.S. Telecommunications ETF (IYZ) and Fidelity Select Communication Services Portfolio (FBMPX).
IYZ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Telecommunications Index. It was launched on May 22, 2000. FBMPX is managed by Fidelity. It was launched on Jun 29, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYZ or FBMPX.
Key characteristics
| IYZ | FBMPX | |
|---|---|---|
| YTD Return | -7.20% | 14.84% |
| 1Y Return | -0.84% | 46.25% |
| 3Y Return (Ann) | -12.74% | 3.30% |
| 5Y Return (Ann) | -4.03% | 13.87% |
| 10Y Return (Ann) | -1.02% | 11.78% |
| Sharpe Ratio | -0.06 | 2.64 |
| Daily Std Dev | 16.10% | 18.11% |
| Max Drawdown | -77.12% | -61.51% |
| Current Drawdown | -39.06% | 0.00% |
Correlation
The correlation between IYZ and FBMPX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IYZ vs. FBMPX - Performance Comparison
In the year-to-date period, IYZ achieves a -7.20% return, which is significantly lower than FBMPX's 14.84% return. Over the past 10 years, IYZ has underperformed FBMPX with an annualized return of -1.02%, while FBMPX has yielded a comparatively higher 11.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IYZ vs. FBMPX - Expense Ratio Comparison
IYZ has a 0.42% expense ratio, which is lower than FBMPX's 0.74% expense ratio.
Risk-Adjusted Performance
IYZ vs. FBMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Telecommunications ETF (IYZ) and Fidelity Select Communication Services Portfolio (FBMPX). 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
IYZ vs. FBMPX - Dividend Comparison
IYZ's dividend yield for the trailing twelve months is around 2.38%, less than FBMPX's 2.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYZ iShares U.S. Telecommunications ETF | 2.38% | 2.27% | 2.55% | 2.51% | 2.60% | 2.36% | 2.15% | 3.54% | 2.27% | 1.98% | 2.25% | 2.62% |
FBMPX Fidelity Select Communication Services Portfolio | 2.63% | 0.00% | 0.00% | 5.88% | 3.74% | 35.43% | 15.35% | 5.53% | 7.50% | 7.31% | 8.84% | 3.30% |
Drawdowns
IYZ vs. FBMPX - Drawdown Comparison
The maximum IYZ drawdown since its inception was -77.12%, which is greater than FBMPX's maximum drawdown of -61.51%. Use the drawdown chart below to compare losses from any high point for IYZ and FBMPX. For additional features, visit the drawdowns tool.
Volatility
IYZ vs. FBMPX - Volatility Comparison
The current volatility for iShares U.S. Telecommunications ETF (IYZ) is 4.53%, while Fidelity Select Communication Services Portfolio (FBMPX) has a volatility of 7.39%. This indicates that IYZ experiences smaller price fluctuations and is considered to be less risky than FBMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.