VFINX vs. FSHOX
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Fidelity Select Construction & Housing Portfolio (FSHOX).
VFINX is managed by Vanguard. FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFINX or FSHOX.
Correlation
The correlation between VFINX and FSHOX is 0.75, 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
VFINX vs. FSHOX - Performance Comparison
Key characteristics
VFINX:
0.53
FSHOX:
-0.10
VFINX:
0.87
FSHOX:
0.02
VFINX:
1.13
FSHOX:
1.00
VFINX:
0.55
FSHOX:
-0.08
VFINX:
2.26
FSHOX:
-0.22
VFINX:
4.56%
FSHOX:
9.76%
VFINX:
19.44%
FSHOX:
22.19%
VFINX:
-55.25%
FSHOX:
-60.78%
VFINX:
-9.88%
FSHOX:
-20.41%
Returns By Period
In the year-to-date period, VFINX achieves a -5.72% return, which is significantly higher than FSHOX's -7.96% return. Over the past 10 years, VFINX has outperformed FSHOX with an annualized return of 11.99%, while FSHOX has yielded a comparatively lower 7.24% annualized return.
VFINX
-5.72%
-3.20%
-4.30%
10.78%
16.02%
11.99%
FSHOX
-7.96%
-3.45%
-14.50%
-1.73%
19.42%
7.24%
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VFINX vs. FSHOX - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is lower than FSHOX's 0.76% expense ratio.
Risk-Adjusted Performance
VFINX vs. FSHOX — Risk-Adjusted Performance Rank
VFINX
FSHOX
VFINX vs. FSHOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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
VFINX vs. FSHOX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.26%, more than FSHOX's 0.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.26% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
FSHOX Fidelity Select Construction & Housing Portfolio | 0.78% | 0.71% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% |
Drawdowns
VFINX vs. FSHOX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, smaller than the maximum FSHOX drawdown of -60.78%. Use the drawdown chart below to compare losses from any high point for VFINX and FSHOX. For additional features, visit the drawdowns tool.
Volatility
VFINX vs. FSHOX - Volatility Comparison
Vanguard 500 Index Fund Investor Shares (VFINX) has a higher volatility of 14.22% compared to Fidelity Select Construction & Housing Portfolio (FSHOX) at 12.10%. This indicates that VFINX's price experiences larger fluctuations and is considered to be riskier than FSHOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.