VFH vs. FSLBX
Compare and contrast key facts about Vanguard Financials ETF (VFH) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX).
VFH is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Financials 25/50 Index. It was launched on Jan 26, 2004. FSLBX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
VFH vs. FSLBX - Performance Comparison
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VFH vs. FSLBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFH Vanguard Financials ETF | -9.19% | 14.91% | 30.44% | 14.17% | -12.31% | 35.22% | -1.96% | 31.57% | -13.52% | 19.99% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | -16.57% | 5.78% | 35.74% | 27.77% | -17.54% | 40.61% | 22.66% | 31.60% | -15.37% | 27.74% |
Returns By Period
In the year-to-date period, VFH achieves a -9.19% return, which is significantly higher than FSLBX's -16.57% return. Over the past 10 years, VFH has underperformed FSLBX with an annualized return of 12.30%, while FSLBX has yielded a comparatively higher 13.45% annualized return.
VFH
- 1D
- 0.02%
- 1M
- -3.54%
- YTD
- -9.19%
- 6M
- -6.32%
- 1Y
- 2.78%
- 3Y*
- 17.95%
- 5Y*
- 9.33%
- 10Y*
- 12.30%
FSLBX
- 1D
- 1.93%
- 1M
- -4.71%
- YTD
- -16.57%
- 6M
- -16.88%
- 1Y
- -5.82%
- 3Y*
- 14.79%
- 5Y*
- 9.48%
- 10Y*
- 13.45%
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VFH vs. FSLBX - Expense Ratio Comparison
VFH has a 0.10% expense ratio, which is lower than FSLBX's 0.75% expense ratio.
Return for Risk
VFH vs. FSLBX — Risk / Return Rank
VFH
FSLBX
VFH vs. FSLBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Financials ETF (VFH) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX). 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.
| VFH | FSLBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | -0.19 | +0.33 |
Sortino ratioReturn per unit of downside risk | 0.32 | -0.08 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.05 | 0.99 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | -0.19 | +0.38 |
Martin ratioReturn relative to average drawdown | 0.54 | -0.51 | +1.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFH | FSLBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | -0.19 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.42 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.57 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.45 | -0.21 |
Correlation
The correlation between VFH and FSLBX is 0.89, 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.
Dividends
VFH vs. FSLBX - Dividend Comparison
VFH's dividend yield for the trailing twelve months is around 1.61%, more than FSLBX's 0.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFH Vanguard Financials ETF | 1.61% | 1.55% | 1.75% | 2.08% | 2.31% | 1.87% | 2.21% | 2.17% | 2.30% | 1.53% | 1.63% | 2.00% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.80% | 0.67% | 0.69% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 8.94% | 5.46% | 1.25% | 6.37% |
Drawdowns
VFH vs. FSLBX - Drawdown Comparison
The maximum VFH drawdown since its inception was -78.61%, which is greater than FSLBX's maximum drawdown of -68.20%. Use the drawdown chart below to compare losses from any high point for VFH and FSLBX.
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Drawdown Indicators
| VFH | FSLBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.61% | -68.20% | -10.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.75% | -24.67% | +9.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.66% | -30.87% | +5.21% |
Max Drawdown (10Y)Largest decline over 10 years | -44.42% | -40.56% | -3.86% |
Current DrawdownCurrent decline from peak | -11.95% | -22.14% | +10.19% |
Average DrawdownAverage peak-to-trough decline | -18.62% | -14.86% | -3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 9.36% | -4.37% |
Volatility
VFH vs. FSLBX - Volatility Comparison
The current volatility for Vanguard Financials ETF (VFH) is 4.85%, while Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a volatility of 6.45%. This indicates that VFH experiences smaller price fluctuations and is considered to be less risky than FSLBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFH | FSLBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 6.45% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.75% | 17.21% | -5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.93% | 27.05% | -7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 22.77% | -3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.55% | 23.67% | -1.12% |