VENAX vs. FSCSX
Compare and contrast key facts about Vanguard Energy Index Fund Admiral Shares (VENAX) and Fidelity Select Software & IT Services Portfolio (FSCSX).
VENAX is managed by Vanguard. It was launched on Oct 7, 2004. FSCSX 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: VENAX or FSCSX.
Correlation
The correlation between VENAX and FSCSX is 0.46, 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
VENAX vs. FSCSX - Performance Comparison
Key characteristics
VENAX:
0.95
FSCSX:
-0.09
VENAX:
1.35
FSCSX:
0.02
VENAX:
1.17
FSCSX:
1.00
VENAX:
1.22
FSCSX:
-0.07
VENAX:
2.76
FSCSX:
-0.20
VENAX:
6.18%
FSCSX:
8.75%
VENAX:
17.94%
FSCSX:
20.07%
VENAX:
-74.41%
FSCSX:
-58.42%
VENAX:
-3.44%
FSCSX:
-17.84%
Returns By Period
In the year-to-date period, VENAX achieves a 8.16% return, which is significantly higher than FSCSX's -0.29% return. Over the past 10 years, VENAX has underperformed FSCSX with an annualized return of 5.71%, while FSCSX has yielded a comparatively higher 9.74% annualized return.
VENAX
8.16%
7.32%
1.81%
19.87%
14.91%
5.71%
FSCSX
-0.29%
-13.37%
-0.62%
-1.62%
5.50%
9.74%
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VENAX vs. FSCSX - Expense Ratio Comparison
VENAX has a 0.10% expense ratio, which is lower than FSCSX's 0.67% expense ratio.
Risk-Adjusted Performance
VENAX vs. FSCSX — Risk-Adjusted Performance Rank
VENAX
FSCSX
VENAX vs. FSCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Index Fund Admiral Shares (VENAX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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
VENAX vs. FSCSX - Dividend Comparison
VENAX's dividend yield for the trailing twelve months is around 2.99%, while FSCSX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VENAX Vanguard Energy Index Fund Admiral Shares | 2.99% | 3.24% | 3.34% | 3.65% | 4.14% | 4.76% | 3.41% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% |
FSCSX Fidelity Select Software & IT Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.55% | 0.23% | 0.04% | 0.00% | 0.03% | 2.35% | 10.43% |
Drawdowns
VENAX vs. FSCSX - Drawdown Comparison
The maximum VENAX drawdown since its inception was -74.41%, which is greater than FSCSX's maximum drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for VENAX and FSCSX. For additional features, visit the drawdowns tool.
Volatility
VENAX vs. FSCSX - Volatility Comparison
The current volatility for Vanguard Energy Index Fund Admiral Shares (VENAX) is 5.47%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 8.82%. This indicates that VENAX experiences smaller price fluctuations and is considered to be less risky than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.