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. It was launched on Sep 28, 1986.
Performance
VFINX vs. FSHOX - Performance Comparison
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VFINX vs. FSHOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | -4.37% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 21.66% |
FSHOX Fidelity Select Construction & Housing Portfolio | -0.37% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
Returns By Period
In the year-to-date period, VFINX achieves a -4.37% return, which is significantly lower than FSHOX's -0.37% return. Both investments have delivered pretty close results over the past 10 years, with VFINX having a 13.92% annualized return and FSHOX not far ahead at 14.12%.
VFINX
- 1D
- 2.92%
- 1M
- -5.04%
- YTD
- -4.37%
- 6M
- -2.20%
- 1Y
- 17.19%
- 3Y*
- 18.15%
- 5Y*
- 11.64%
- 10Y*
- 13.92%
FSHOX
- 1D
- 2.93%
- 1M
- -10.25%
- YTD
- -0.37%
- 6M
- -4.78%
- 1Y
- 11.08%
- 3Y*
- 14.60%
- 5Y*
- 9.78%
- 10Y*
- 14.12%
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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.
Return for Risk
VFINX vs. FSHOX — Risk / Return Rank
VFINX
FSHOX
VFINX vs. FSHOX - Risk-Adjusted Trends 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.
| VFINX | FSHOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.53 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.48 | 0.95 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.76 | +0.75 |
Martin ratioReturn relative to average drawdown | 7.24 | 2.33 | +4.90 |
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
| VFINX | FSHOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.53 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.46 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.64 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.56 | +0.04 |
Correlation
The correlation between VFINX and FSHOX is 0.76, 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
VFINX vs. FSHOX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.08%, less than FSHOX's 3.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.08% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
FSHOX Fidelity Select Construction & Housing Portfolio | 3.92% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
Drawdowns
VFINX vs. FSHOX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, smaller than the maximum FSHOX drawdown of -61.68%. Use the drawdown chart below to compare losses from any high point for VFINX and FSHOX.
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Drawdown Indicators
| VFINX | FSHOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -61.68% | +6.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -16.54% | +4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.59% | -33.23% | +8.64% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -43.67% | +9.84% |
Current DrawdownCurrent decline from peak | -6.26% | -14.10% | +7.84% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -9.85% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 5.38% | -2.85% |
Volatility
VFINX vs. FSHOX - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Investor Shares (VFINX) is 5.35%, while Fidelity Select Construction & Housing Portfolio (FSHOX) has a volatility of 7.70%. This indicates that VFINX experiences smaller price fluctuations and is considered to be less risky than FSHOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFINX | FSHOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 7.70% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 13.92% | -4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 21.74% | -3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 21.45% | -4.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 22.31% | -4.26% |