SEM vs. FXAIX
Compare and contrast key facts about Select Medical Holdings Corporation (SEM) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEM or FXAIX.
Correlation
The correlation between SEM and FXAIX is 0.47, 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
SEM vs. FXAIX - Performance Comparison
Key characteristics
SEM:
0.40
FXAIX:
0.56
SEM:
0.81
FXAIX:
0.90
SEM:
1.11
FXAIX:
1.13
SEM:
0.47
FXAIX:
0.58
SEM:
1.15
FXAIX:
2.42
SEM:
12.72%
FXAIX:
4.51%
SEM:
36.89%
FXAIX:
19.54%
SEM:
-60.26%
FXAIX:
-33.79%
SEM:
-22.90%
FXAIX:
-10.55%
Returns By Period
In the year-to-date period, SEM achieves a -11.74% return, which is significantly lower than FXAIX's -6.41% return. Over the past 10 years, SEM has underperformed FXAIX with an annualized return of 8.60%, while FXAIX has yielded a comparatively higher 11.85% annualized return.
SEM
-11.74%
-2.87%
-4.75%
13.02%
17.36%
8.60%
FXAIX
-6.41%
-5.00%
-5.00%
9.57%
15.90%
11.85%
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Risk-Adjusted Performance
SEM vs. FXAIX — Risk-Adjusted Performance Rank
SEM
FXAIX
SEM vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Select Medical Holdings Corporation (SEM) and Fidelity 500 Index Fund (FXAIX). 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
SEM vs. FXAIX - Dividend Comparison
SEM's dividend yield for the trailing twelve months is around 1.60%, more than FXAIX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEM Select Medical Holdings Corporation | 1.60% | 1.43% | 2.13% | 2.01% | 1.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.84% | 2.78% |
FXAIX Fidelity 500 Index Fund | 1.36% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SEM vs. FXAIX - Drawdown Comparison
The maximum SEM drawdown since its inception was -60.26%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SEM and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SEM vs. FXAIX - Volatility Comparison
The current volatility for Select Medical Holdings Corporation (SEM) is 12.34%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. This indicates that SEM experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.