SHGTX vs. FSPTX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Select Technology Portfolio (FSPTX).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHGTX or FSPTX.
Correlation
The correlation between SHGTX and FSPTX is 0.78, 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
SHGTX vs. FSPTX - Performance Comparison
Key characteristics
SHGTX:
-0.23
FSPTX:
0.18
SHGTX:
-0.09
FSPTX:
0.46
SHGTX:
0.99
FSPTX:
1.06
SHGTX:
-0.20
FSPTX:
0.18
SHGTX:
-0.53
FSPTX:
0.56
SHGTX:
13.51%
FSPTX:
9.71%
SHGTX:
32.04%
FSPTX:
32.49%
SHGTX:
-82.03%
FSPTX:
-84.32%
SHGTX:
-23.69%
FSPTX:
-16.55%
Returns By Period
In the year-to-date period, SHGTX achieves a -10.24% return, which is significantly higher than FSPTX's -12.69% return. Over the past 10 years, SHGTX has underperformed FSPTX with an annualized return of 7.81%, while FSPTX has yielded a comparatively higher 18.60% annualized return.
SHGTX
-10.24%
5.01%
-19.59%
-7.35%
8.79%
7.81%
FSPTX
-12.69%
2.84%
-12.19%
5.89%
17.39%
18.60%
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SHGTX vs. FSPTX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Risk-Adjusted Performance
SHGTX vs. FSPTX — Risk-Adjusted Performance Rank
SHGTX
FSPTX
SHGTX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Select Technology Portfolio (FSPTX). 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
SHGTX vs. FSPTX - Dividend Comparison
SHGTX's dividend yield for the trailing twelve months is around 15.64%, more than FSPTX's 5.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 15.64% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% | 12.33% |
FSPTX Fidelity Select Technology Portfolio | 5.39% | 4.71% | 0.01% | 3.95% | 11.62% | 18.86% | 1.61% | 23.63% | 8.31% | 1.49% | 4.28% | 17.85% |
Drawdowns
SHGTX vs. FSPTX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -82.03%, roughly equal to the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for SHGTX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
SHGTX vs. FSPTX - Volatility Comparison
The current volatility for Columbia Seligman Global Technology Fund (SHGTX) is 9.35%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 10.13%. This indicates that SHGTX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.