BIBL vs. FPHAX
Compare and contrast key facts about Inspire 100 ETF (BIBL) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
BIBL is a passively managed fund by Inspire that tracks the performance of the Inspire 100 Index. It was launched on Oct 30, 2017. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIBL or FPHAX.
Correlation
The correlation between BIBL and FPHAX is 0.61, 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
BIBL vs. FPHAX - Performance Comparison
Key characteristics
BIBL:
0.80
FPHAX:
0.67
BIBL:
1.21
FPHAX:
1.01
BIBL:
1.15
FPHAX:
1.12
BIBL:
0.99
FPHAX:
0.58
BIBL:
4.48
FPHAX:
1.76
BIBL:
2.71%
FPHAX:
6.09%
BIBL:
15.12%
FPHAX:
16.11%
BIBL:
-36.12%
FPHAX:
-37.34%
BIBL:
-8.68%
FPHAX:
-17.45%
Returns By Period
In the year-to-date period, BIBL achieves a 11.77% return, which is significantly higher than FPHAX's 10.64% return.
BIBL
11.77%
-5.10%
2.42%
13.96%
9.63%
N/A
FPHAX
10.64%
0.54%
-11.27%
12.34%
3.20%
3.33%
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BIBL vs. FPHAX - Expense Ratio Comparison
BIBL has a 0.35% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Risk-Adjusted Performance
BIBL vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire 100 ETF (BIBL) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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
BIBL vs. FPHAX - Dividend Comparison
BIBL's dividend yield for the trailing twelve months is around 0.72%, less than FPHAX's 0.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBL Inspire 100 ETF | 0.72% | 1.02% | 0.98% | 17.87% | 1.67% | 1.30% | 1.62% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.77% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% | 11.12% |
Drawdowns
BIBL vs. FPHAX - Drawdown Comparison
The maximum BIBL drawdown since its inception was -36.12%, roughly equal to the maximum FPHAX drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for BIBL and FPHAX. For additional features, visit the drawdowns tool.
Volatility
BIBL vs. FPHAX - Volatility Comparison
Inspire 100 ETF (BIBL) and Fidelity Select Pharmaceuticals Portfolio (FPHAX) have volatilities of 4.52% and 4.53%, 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.