XTL vs. FBMPX
Compare and contrast key facts about SPDR S&P Telecom ETF (XTL) and Fidelity Select Communication Services Portfolio (FBMPX).
XTL is a passively managed fund by State Street that tracks the performance of the S&P Telecom Select Industry Index. It was launched on Jan 26, 2011. FBMPX is managed by Fidelity. It was launched on Jun 29, 1986.
Performance
XTL vs. FBMPX - Performance Comparison
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XTL vs. FBMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XTL SPDR S&P Telecom ETF | 23.17% | 44.95% | 34.89% | -1.17% | -19.18% | 21.58% | 22.46% | 12.51% | -6.60% | 0.56% |
FBMPX Fidelity Select Communication Services Portfolio | -11.69% | 37.07% | 35.98% | 56.85% | -38.30% | 15.97% | 35.48% | 33.14% | -3.52% | 12.60% |
Returns By Period
In the year-to-date period, XTL achieves a 23.17% return, which is significantly higher than FBMPX's -11.69% return. Over the past 10 years, XTL has underperformed FBMPX with an annualized return of 13.98%, while FBMPX has yielded a comparatively higher 14.79% annualized return.
XTL
- 1D
- 3.63%
- 1M
- 2.55%
- YTD
- 23.17%
- 6M
- 34.97%
- 1Y
- 90.69%
- 3Y*
- 33.71%
- 5Y*
- 15.84%
- 10Y*
- 13.98%
FBMPX
- 1D
- -0.18%
- 1M
- -11.49%
- YTD
- -11.69%
- 6M
- -9.17%
- 1Y
- 27.49%
- 3Y*
- 28.69%
- 5Y*
- 11.04%
- 10Y*
- 14.79%
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XTL vs. FBMPX - Expense Ratio Comparison
XTL has a 0.35% expense ratio, which is lower than FBMPX's 0.74% expense ratio.
Return for Risk
XTL vs. FBMPX — Risk / Return Rank
XTL
FBMPX
XTL vs. FBMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Telecom ETF (XTL) and Fidelity Select Communication Services Portfolio (FBMPX). 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.
| XTL | FBMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.97 | 1.20 | +1.77 |
Sortino ratioReturn per unit of downside risk | 3.46 | 1.77 | +1.69 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.24 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 6.09 | 1.39 | +4.70 |
Martin ratioReturn relative to average drawdown | 22.21 | 5.33 | +16.88 |
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
| XTL | FBMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.97 | 1.20 | +1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.48 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.68 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.63 | -0.16 |
Correlation
The correlation between XTL and FBMPX is 0.62, 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.
Dividends
XTL vs. FBMPX - Dividend Comparison
XTL's dividend yield for the trailing twelve months is around 1.05%, less than FBMPX's 9.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTL SPDR S&P Telecom ETF | 1.05% | 1.05% | 0.62% | 0.80% | 0.74% | 1.25% | 0.88% | 0.92% | 1.90% | 2.08% | 1.11% | 1.38% |
FBMPX Fidelity Select Communication Services Portfolio | 9.16% | 8.09% | 7.05% | 0.00% | 0.00% | 5.88% | 3.74% | 35.43% | 15.29% | 5.53% | 7.50% | 7.29% |
Drawdowns
XTL vs. FBMPX - Drawdown Comparison
The maximum XTL drawdown since its inception was -37.01%, smaller than the maximum FBMPX drawdown of -61.77%. Use the drawdown chart below to compare losses from any high point for XTL and FBMPX.
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Drawdown Indicators
| XTL | FBMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.01% | -61.77% | +24.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -16.90% | +2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -37.01% | -47.42% | +10.41% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -47.42% | +10.41% |
Current DrawdownCurrent decline from peak | -4.72% | -16.90% | +12.18% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -10.66% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.03% | 4.40% | -0.37% |
Volatility
XTL vs. FBMPX - Volatility Comparison
SPDR S&P Telecom ETF (XTL) has a higher volatility of 12.08% compared to Fidelity Select Communication Services Portfolio (FBMPX) at 7.07%. This indicates that XTL's price experiences larger fluctuations and is considered to be riskier than FBMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XTL | FBMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.08% | 7.07% | +5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 23.47% | 13.79% | +9.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.72% | 23.07% | +7.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.67% | 23.13% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.25% | 21.83% | +1.42% |