UOPIX vs. FSELX
Compare and contrast key facts about ProFunds UltraNASDAQ-100 Fund (UOPIX) and Fidelity Select Semiconductors Portfolio (FSELX).
UOPIX is managed by ProFunds. It was launched on Nov 30, 1997. 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: UOPIX or FSELX.
Key characteristics
| UOPIX | FSELX | |
|---|---|---|
| YTD Return | 44.97% | 46.10% |
| 1Y Return | 68.56% | 54.66% |
| 3Y Return (Ann) | 3.34% | 14.52% |
| 5Y Return (Ann) | 22.46% | 24.30% |
| 10Y Return (Ann) | 23.33% | 18.84% |
| Sharpe Ratio | 2.16 | 1.68 |
| Sortino Ratio | 2.63 | 2.21 |
| Omega Ratio | 1.36 | 1.29 |
| Calmar Ratio | 2.01 | 2.49 |
| Martin Ratio | 9.40 | 7.15 |
| Ulcer Index | 8.10% | 8.49% |
| Daily Std Dev | 35.06% | 36.09% |
| Max Drawdown | -98.91% | -81.70% |
| Current Drawdown | 0.00% | -6.39% |
Correlation
The correlation between UOPIX and FSELX is 0.84, 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
UOPIX vs. FSELX - Performance Comparison
The year-to-date returns for both investments are quite close, with UOPIX having a 44.97% return and FSELX slightly higher at 46.10%. Over the past 10 years, UOPIX has outperformed FSELX with an annualized return of 23.33%, while FSELX has yielded a comparatively lower 18.84% 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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UOPIX vs. FSELX - Expense Ratio Comparison
UOPIX has a 1.47% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
UOPIX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraNASDAQ-100 Fund (UOPIX) 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
UOPIX vs. FSELX - Dividend Comparison
UOPIX's dividend yield for the trailing twelve months is around 0.40%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UOPIX ProFunds UltraNASDAQ-100 Fund | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
UOPIX vs. FSELX - Drawdown Comparison
The maximum UOPIX drawdown since its inception was -98.91%, which is greater than FSELX's maximum drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for UOPIX and FSELX. For additional features, visit the drawdowns tool.
Volatility
UOPIX vs. FSELX - Volatility Comparison
ProFunds UltraNASDAQ-100 Fund (UOPIX) and Fidelity Select Semiconductors Portfolio (FSELX) have volatilities of 10.33% and 9.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.