XAR vs. FSDAX

In the year-to-date period, XAR achieves a 10.48% return, which is significantly lower than FSDAX's 18.59% return. Over the past 10 years, XAR has outperformed FSDAX with an annualized return of 13.06%, while FSDAX has yielded a comparatively lower 6.30% annualized return.

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XAR has a 0.35% expense ratio, which is lower than FSDAX's 0.74% expense ratio.

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.

The current XAR Sharpe Ratio is 1.22, which is comparable to the FSDAX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of XAR and FSDAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XAR's dividend yield for the trailing twelve months is around 0.62%, less than FSDAX's 3.73% yield.

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.

SPDR S&P Aerospace & Defense ETF (XAR) has a higher volatility of 5.73% compared to Fidelity Select Defense & Aerospace Portfolio (FSDAX) at 4.71%. This indicates that XAR's price experiences larger fluctuations and is considered to be riskier than FSDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.