XSD vs. FSELX
Compare and contrast key facts about SPDR S&P Semiconductor ETF (XSD) and Fidelity Select Semiconductors Portfolio (FSELX).
XSD is a passively managed fund by State Street that tracks the performance of the S&P Semiconductor Select Industry. It was launched on Jan 31, 2006. 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: XSD or FSELX.
Key characteristics
| XSD | FSELX | |
|---|---|---|
| YTD Return | -1.82% | 20.21% |
| 1Y Return | 21.12% | 70.70% |
| 3Y Return (Ann) | 5.26% | 24.18% |
| 5Y Return (Ann) | 21.08% | 31.15% |
| 10Y Return (Ann) | 21.42% | 27.09% |
| Sharpe Ratio | 0.70 | 2.27 |
| Daily Std Dev | 30.48% | 31.37% |
| Max Drawdown | -64.56% | -81.70% |
| Current Drawdown | -10.58% | -9.42% |
Correlation
The correlation between XSD and FSELX is 0.94, 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
XSD vs. FSELX - Performance Comparison
In the year-to-date period, XSD achieves a -1.82% return, which is significantly lower than FSELX's 20.21% return. Over the past 10 years, XSD has underperformed FSELX with an annualized return of 21.42%, while FSELX has yielded a comparatively higher 27.09% 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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XSD vs. FSELX - Expense Ratio Comparison
XSD has a 0.35% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
XSD vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Semiconductor ETF (XSD) 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
XSD vs. FSELX - Dividend Comparison
XSD's dividend yield for the trailing twelve months is around 0.26%, less than FSELX's 5.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSD SPDR S&P Semiconductor ETF | 0.26% | 0.31% | 0.44% | 0.10% | 0.26% | 0.51% | 1.16% | 0.59% | 0.64% | 0.58% | 0.46% | 0.52% |
FSELX Fidelity Select Semiconductors Portfolio | 5.84% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
XSD vs. FSELX - Drawdown Comparison
The maximum XSD drawdown since its inception was -64.56%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for XSD and FSELX. For additional features, visit the drawdowns tool.
Volatility
XSD vs. FSELX - Volatility Comparison
SPDR S&P Semiconductor ETF (XSD) and Fidelity Select Semiconductors Portfolio (FSELX) have volatilities of 10.05% and 10.15%, 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.