VIGAX vs. FSELX
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Fidelity Select Semiconductors Portfolio (FSELX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. FSELX 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: VIGAX or FSELX.
Key characteristics
| VIGAX | FSELX | |
|---|---|---|
| YTD Return | 8.21% | 25.07% |
| 1Y Return | 34.07% | 75.69% |
| 3Y Return (Ann) | 7.61% | 27.89% |
| 5Y Return (Ann) | 16.47% | 32.22% |
| 10Y Return (Ann) | 14.77% | 27.52% |
| Sharpe Ratio | 2.25 | 2.49 |
| Daily Std Dev | 15.61% | 31.56% |
| Max Drawdown | -50.66% | -81.70% |
| Current Drawdown | -3.10% | -5.75% |
Correlation
The correlation between VIGAX and FSELX is 0.80, 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
VIGAX vs. FSELX - Performance Comparison
In the year-to-date period, VIGAX achieves a 8.21% return, which is significantly lower than FSELX's 25.07% return. Over the past 10 years, VIGAX has underperformed FSELX with an annualized return of 14.77%, while FSELX has yielded a comparatively higher 27.52% 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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VIGAX vs. FSELX - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
VIGAX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
VIGAX vs. FSELX - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.54%, less than FSELX's 5.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.54% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
FSELX Fidelity Select Semiconductors Portfolio | 5.61% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
VIGAX vs. FSELX - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for VIGAX and FSELX. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. FSELX - Volatility Comparison
The current volatility for Vanguard Growth Index Fund Admiral Shares (VIGAX) is 5.33%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 10.80%. This indicates that VIGAX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.