DLHIX vs. FITLX
Compare and contrast key facts about Delaware Healthcare Fund (DLHIX) and Fidelity US Sustainability Index Fund (FITLX).
DLHIX is managed by Delaware Funds by Macquarie. It was launched on Sep 27, 2007. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLHIX or FITLX.
Correlation
The correlation between DLHIX and FITLX is 0.69, 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
DLHIX vs. FITLX - Performance Comparison
Key characteristics
DLHIX:
-0.22
FITLX:
1.79
DLHIX:
-0.16
FITLX:
2.42
DLHIX:
0.97
FITLX:
1.33
DLHIX:
-0.17
FITLX:
2.68
DLHIX:
-0.46
FITLX:
10.35
DLHIX:
8.32%
FITLX:
2.47%
DLHIX:
17.58%
FITLX:
14.31%
DLHIX:
-37.64%
FITLX:
-34.35%
DLHIX:
-19.47%
FITLX:
-0.44%
Returns By Period
In the year-to-date period, DLHIX achieves a 2.75% return, which is significantly lower than FITLX's 4.24% return.
DLHIX
2.75%
1.52%
-15.77%
-3.86%
-0.36%
3.27%
FITLX
4.24%
1.35%
12.06%
24.89%
15.42%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DLHIX vs. FITLX - Expense Ratio Comparison
DLHIX has a 0.98% expense ratio, which is higher than FITLX's 0.11% expense ratio.
Risk-Adjusted Performance
DLHIX vs. FITLX — Risk-Adjusted Performance Rank
DLHIX
FITLX
DLHIX vs. FITLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) and Fidelity US Sustainability Index Fund (FITLX). 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
DLHIX vs. FITLX - Dividend Comparison
DLHIX's dividend yield for the trailing twelve months is around 0.40%, less than FITLX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | 0.40% | 0.41% | 0.87% | 0.25% | 0.16% | 0.44% | 0.10% | 0.91% | 3.23% | 1.27% | 1.12% | 0.32% |
FITLX Fidelity US Sustainability Index Fund | 1.24% | 1.29% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% | 0.00% | 0.00% | 0.00% |
Drawdowns
DLHIX vs. FITLX - Drawdown Comparison
The maximum DLHIX drawdown since its inception was -37.64%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for DLHIX and FITLX. For additional features, visit the drawdowns tool.
Volatility
DLHIX vs. FITLX - Volatility Comparison
The current volatility for Delaware Healthcare Fund (DLHIX) is 3.62%, while Fidelity US Sustainability Index Fund (FITLX) has a volatility of 4.52%. This indicates that DLHIX experiences smaller price fluctuations and is considered to be less risky than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.