XAR vs. FSDAX
Compare and contrast key facts about SPDR S&P Aerospace & Defense ETF (XAR) and Fidelity Select Defense & Aerospace Portfolio (FSDAX).
XAR is a passively managed fund by State Street that tracks the performance of the S&P Aerospace & Defense Select Industry. It was launched on Sep 28, 2011. FSDAX is managed by Fidelity. It was launched on May 8, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XAR or FSDAX.
Correlation
The correlation between XAR and FSDAX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XAR vs. FSDAX - Performance Comparison
Key characteristics
XAR:
1.11
FSDAX:
1.06
XAR:
1.66
FSDAX:
1.53
XAR:
1.22
FSDAX:
1.22
XAR:
1.38
FSDAX:
1.50
XAR:
5.15
FSDAX:
6.79
XAR:
5.29%
FSDAX:
3.55%
XAR:
24.47%
FSDAX:
22.64%
XAR:
-46.37%
FSDAX:
-60.20%
XAR:
-7.01%
FSDAX:
-3.68%
Returns By Period
In the year-to-date period, XAR achieves a 1.38% return, which is significantly lower than FSDAX's 8.06% return. Over the past 10 years, XAR has outperformed FSDAX with an annualized return of 12.21%, while FSDAX has yielded a comparatively lower 10.93% annualized return.
XAR
1.38%
-1.36%
6.32%
25.60%
17.85%
12.21%
FSDAX
8.06%
-3.68%
6.18%
23.06%
16.78%
10.93%
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XAR vs. FSDAX - Expense Ratio Comparison
XAR has a 0.35% expense ratio, which is lower than FSDAX's 0.74% expense ratio.
Risk-Adjusted Performance
XAR vs. FSDAX — Risk-Adjusted Performance Rank
XAR
FSDAX
XAR vs. FSDAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Aerospace & Defense ETF (XAR) and Fidelity Select Defense & Aerospace Portfolio (FSDAX). 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
XAR vs. FSDAX - Dividend Comparison
XAR's dividend yield for the trailing twelve months is around 0.67%, less than FSDAX's 9.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XAR SPDR S&P Aerospace & Defense ETF | 0.67% | 0.66% | 0.54% | 0.50% | 0.83% | 0.63% | 0.74% | 1.19% | 0.76% | 1.09% | 2.31% | 1.07% |
FSDAX Fidelity Select Defense & Aerospace Portfolio | 9.10% | 7.68% | 6.47% | 8.87% | 8.38% | 2.11% | 2.62% | 11.45% | 3.64% | 4.87% | 6.55% | 6.78% |
Drawdowns
XAR vs. FSDAX - Drawdown Comparison
The maximum XAR drawdown since its inception was -46.37%, smaller than the maximum FSDAX drawdown of -60.20%. Use the drawdown chart below to compare losses from any high point for XAR and FSDAX. For additional features, visit the drawdowns tool.
Volatility
XAR vs. FSDAX - Volatility Comparison
SPDR S&P Aerospace & Defense ETF (XAR) and Fidelity Select Defense & Aerospace Portfolio (FSDAX) have volatilities of 15.06% and 15.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.