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.
Key characteristics
| VENAX | FSCSX | |
|---|---|---|
| YTD Return | 15.81% | 9.04% |
| 1Y Return | 15.46% | 11.58% |
| 3Y Return (Ann) | 21.98% | -2.92% |
| 5Y Return (Ann) | 15.57% | 9.14% |
| 10Y Return (Ann) | 4.42% | 10.70% |
| Sharpe Ratio | 0.84 | 0.62 |
| Sortino Ratio | 1.24 | 0.88 |
| Omega Ratio | 1.15 | 1.13 |
| Calmar Ratio | 1.13 | 0.46 |
| Martin Ratio | 2.75 | 1.40 |
| Ulcer Index | 5.52% | 8.28% |
| Daily Std Dev | 18.00% | 18.74% |
| Max Drawdown | -74.42% | -58.42% |
| Current Drawdown | -1.30% | -9.37% |
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
In the year-to-date period, VENAX achieves a 15.81% return, which is significantly higher than FSCSX's 9.04% return. Over the past 10 years, VENAX has underperformed FSCSX with an annualized return of 4.42%, while FSCSX has yielded a comparatively higher 10.70% 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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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 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 3.03%, while FSCSX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VENAX Vanguard Energy Index Fund Admiral Shares | 3.03% | 3.34% | 3.65% | 4.14% | 4.76% | 3.41% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% | 1.74% |
FSCSX Fidelity Select Software & IT Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.55% | 0.23% | 0.04% | 0.00% | 0.03% | 2.35% | 10.43% | 4.72% |
Drawdowns
VENAX vs. FSCSX - Drawdown Comparison
The maximum VENAX drawdown since its inception was -74.42%, 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
Vanguard Energy Index Fund Admiral Shares (VENAX) and Fidelity Select Software & IT Services Portfolio (FSCSX) have volatilities of 5.04% and 5.23%, 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.