XME vs. FSDPX
Compare and contrast key facts about SPDR S&P Metals & Mining ETF (XME) and Fidelity Select Materials Portfolio (FSDPX).
XME is a passively managed fund by State Street that tracks the performance of the S&P Metals & Mining Select Industry Index. It was launched on Jun 19, 2006. FSDPX is managed by Fidelity. It was launched on Sep 28, 1986.
Performance
XME vs. FSDPX - Performance Comparison
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XME vs. FSDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XME SPDR S&P Metals & Mining ETF | 4.31% | 83.47% | -4.54% | 21.51% | 13.13% | 34.92% | 15.95% | 14.69% | -26.78% | 21.17% |
FSDPX Fidelity Select Materials Portfolio | 9.58% | 11.32% | -2.95% | 7.29% | -9.86% | 31.66% | 21.78% | 12.40% | -23.74% | 25.99% |
Returns By Period
In the year-to-date period, XME achieves a 4.31% return, which is significantly lower than FSDPX's 9.58% return. Over the past 10 years, XME has outperformed FSDPX with an annualized return of 19.54%, while FSDPX has yielded a comparatively lower 8.22% annualized return.
XME
- 1D
- 4.40%
- 1M
- -9.45%
- YTD
- 4.31%
- 6M
- 16.12%
- 1Y
- 93.75%
- 3Y*
- 27.50%
- 5Y*
- 22.88%
- 10Y*
- 19.54%
FSDPX
- 1D
- 0.35%
- 1M
- -7.63%
- YTD
- 9.58%
- 6M
- 9.12%
- 1Y
- 20.48%
- 3Y*
- 7.08%
- 5Y*
- 6.45%
- 10Y*
- 8.22%
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XME vs. FSDPX - Expense Ratio Comparison
XME has a 0.35% expense ratio, which is lower than FSDPX's 0.74% expense ratio.
Return for Risk
XME vs. FSDPX — Risk / Return Rank
XME
FSDPX
XME vs. FSDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Metals & Mining ETF (XME) and Fidelity Select Materials Portfolio (FSDPX). 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.
| XME | FSDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.63 | 1.04 | +1.60 |
Sortino ratioReturn per unit of downside risk | 3.07 | 1.54 | +1.53 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.21 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 4.05 | 1.38 | +2.67 |
Martin ratioReturn relative to average drawdown | 11.64 | 4.68 | +6.96 |
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
| XME | FSDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 1.04 | +1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.32 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.38 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.42 | -0.27 |
Correlation
The correlation between XME and FSDPX 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.
Dividends
XME vs. FSDPX - Dividend Comparison
XME's dividend yield for the trailing twelve months is around 0.35%, less than FSDPX's 1.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XME SPDR S&P Metals & Mining ETF | 0.35% | 0.38% | 0.65% | 1.00% | 1.64% | 0.70% | 0.99% | 2.43% | 2.23% | 1.15% | 1.02% | 2.61% |
FSDPX Fidelity Select Materials Portfolio | 1.77% | 1.94% | 12.46% | 5.46% | 3.34% | 0.71% | 0.68% | 1.22% | 12.89% | 5.08% | 1.05% | 2.42% |
Drawdowns
XME vs. FSDPX - Drawdown Comparison
The maximum XME drawdown since its inception was -85.89%, which is greater than FSDPX's maximum drawdown of -64.19%. Use the drawdown chart below to compare losses from any high point for XME and FSDPX.
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Drawdown Indicators
| XME | FSDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.89% | -64.19% | -21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -22.60% | -13.53% | -9.07% |
Max Drawdown (5Y)Largest decline over 5 years | -37.27% | -25.39% | -11.88% |
Max Drawdown (10Y)Largest decline over 10 years | -61.69% | -49.89% | -11.80% |
Current DrawdownCurrent decline from peak | -17.77% | -7.63% | -10.14% |
Average DrawdownAverage peak-to-trough decline | -44.45% | -11.33% | -33.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.87% | 4.00% | +3.87% |
Volatility
XME vs. FSDPX - Volatility Comparison
SPDR S&P Metals & Mining ETF (XME) has a higher volatility of 11.55% compared to Fidelity Select Materials Portfolio (FSDPX) at 6.64%. This indicates that XME's price experiences larger fluctuations and is considered to be riskier than FSDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XME | FSDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.55% | 6.64% | +4.91% |
Volatility (6M)Calculated over the trailing 6-month period | 28.02% | 13.61% | +14.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.81% | 20.54% | +15.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.46% | 20.29% | +12.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.98% | 21.64% | +11.34% |