VSMPX vs. FSENX
VSMPX (Vanguard Total Stock Market Index Fund Institutional Plus Shares) and FSENX (Fidelity Select Energy Portfolio) are both mutual funds - VSMPX is a Large Cap Blend Equities fund managed by Vanguard, while FSENX is a Energy Equities fund managed by Fidelity. Over the past 10 years, VSMPX returned 15.05%/yr vs 9.79%/yr for FSENX. At a 0.48 correlation, their price movements are largely independent. VSMPX charges 0.02%/yr vs 0.77%/yr for FSENX.
Performance
VSMPX vs. FSENX - Performance Comparison
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Returns By Period
In the year-to-date period, VSMPX achieves a 11.14% return, which is significantly lower than FSENX's 36.38% return. Over the past 10 years, VSMPX has outperformed FSENX with an annualized return of 15.05%, while FSENX has yielded a comparatively lower 9.79% annualized return.
VSMPX
- 1D
- -0.76%
- 1M
- 4.07%
- YTD
- 11.14%
- 6M
- 10.87%
- 1Y
- 28.12%
- 3Y*
- 22.06%
- 5Y*
- 12.70%
- 10Y*
- 15.05%
FSENX
- 1D
- 1.00%
- 1M
- -2.08%
- YTD
- 36.38%
- 6M
- 32.95%
- 1Y
- 56.07%
- 3Y*
- 19.61%
- 5Y*
- 22.18%
- 10Y*
- 9.79%
VSMPX vs. FSENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 11.14% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 30.79% | -5.16% | 21.19% |
FSENX Fidelity Select Energy Portfolio | 36.38% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
Correlation
The correlation between VSMPX and FSENX is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.48 |
The correlation between VSMPX and FSENX shifts across timeframes, from -0.03 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VSMPX vs. FSENX — Risk / Return Rank
VSMPX
FSENX
VSMPX vs. FSENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and Fidelity Select Energy Portfolio (FSENX). 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.
| VSMPX | FSENX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.43 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 5.35 | -2.18 |
| Martin ratioReturn relative to average drawdown | 14.62 | 15.73 | -1.10 |
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
| VSMPX | FSENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | 2.71 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.82 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.32 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.32 | +0.50 |
Drawdowns
VSMPX vs. FSENX - Drawdown Comparison
The maximum VSMPX drawdown since its inception was -34.97%, smaller than the maximum FSENX drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for VSMPX and FSENX.
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Drawdown Indicators
| VSMPX | FSENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -76.24% | +41.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -9.95% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -25.85% | +6.49% |
Max Drawdown (5Y)Largest decline over 5 years | -25.35% | -28.02% | +2.67% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -72.11% | +37.14% |
Current DrawdownCurrent decline from peak | -0.76% | -4.14% | +3.38% |
Average DrawdownAverage peak-to-trough decline | -4.59% | -17.01% | +12.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 3.38% | -1.45% |
Volatility
VSMPX vs. FSENX - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) is 3.05%, while Fidelity Select Energy Portfolio (FSENX) has a volatility of 7.62%. This indicates that VSMPX experiences smaller price fluctuations and is considered to be less risky than FSENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSMPX | FSENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 7.62% | -4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 15.36% | -6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 19.69% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 27.26% | -9.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 30.96% | -12.55% |
VSMPX vs. FSENX - Expense Ratio Comparison
VSMPX has a 0.02% expense ratio, which is lower than FSENX's 0.77% expense ratio.
Dividends
VSMPX vs. FSENX - Dividend Comparison
VSMPX's dividend yield for the trailing twelve months is around 1.02%, less than FSENX's 1.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 1.57% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.02% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 0.00% |
Frequently Asked Questions
VSMPX and FSENX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSENX has higher volatility (7.62%) compared to VSMPX (3.05%). In terms of maximum drawdown, VSMPX dropped -34.97% vs FSENX's -76.24%.
FSENX currently has the higher Sharpe Ratio (2.71 vs 2.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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