LERIX vs. FSELX
Compare and contrast key facts about BlackRock LifePath ESG Index Retirement Fund (LERIX) and Fidelity Select Semiconductors Portfolio (FSELX).
LERIX is managed by BlackRock. It was launched on Oct 12, 2020. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LERIX or FSELX.
Correlation
The correlation between LERIX and FSELX 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
LERIX vs. FSELX - Performance Comparison
Key characteristics
LERIX:
1.45
FSELX:
0.64
LERIX:
2.12
FSELX:
1.06
LERIX:
1.27
FSELX:
1.14
LERIX:
1.17
FSELX:
1.00
LERIX:
6.40
FSELX:
2.55
LERIX:
1.49%
FSELX:
9.54%
LERIX:
6.55%
FSELX:
38.37%
LERIX:
-21.59%
FSELX:
-81.70%
LERIX:
-0.80%
FSELX:
-7.37%
Returns By Period
In the year-to-date period, LERIX achieves a 2.54% return, which is significantly lower than FSELX's 4.75% return.
LERIX
2.54%
1.74%
1.75%
9.28%
N/A
N/A
FSELX
4.75%
-0.60%
3.15%
26.21%
22.03%
16.98%
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LERIX vs. FSELX - Expense Ratio Comparison
LERIX has a 0.11% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
LERIX vs. FSELX — Risk-Adjusted Performance Rank
LERIX
FSELX
LERIX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index Retirement Fund (LERIX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
LERIX vs. FSELX - Dividend Comparison
LERIX's dividend yield for the trailing twelve months is around 2.61%, while FSELX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LERIX BlackRock LifePath ESG Index Retirement Fund | 2.61% | 2.68% | 2.63% | 2.39% | 1.65% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
LERIX vs. FSELX - Drawdown Comparison
The maximum LERIX drawdown since its inception was -21.59%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for LERIX and FSELX. For additional features, visit the drawdowns tool.
Volatility
LERIX vs. FSELX - Volatility Comparison
The current volatility for BlackRock LifePath ESG Index Retirement Fund (LERIX) is 1.65%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 14.85%. This indicates that LERIX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.