ETHSX vs. FBTTX
Compare and contrast key facts about Eaton Vance Worldwide Health Sciences Fund (ETHSX) and Fidelity Advisor Biotechnology Fund Class M (FBTTX).
ETHSX is managed by Eaton Vance. It was launched on Jul 25, 1985. FBTTX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
ETHSX vs. FBTTX - Performance Comparison
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ETHSX vs. FBTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETHSX Eaton Vance Worldwide Health Sciences Fund | -5.20% | 10.23% | 3.48% | 5.67% | -9.41% | 22.02% | 13.04% | 25.99% | 5.87% | 16.24% |
FBTTX Fidelity Advisor Biotechnology Fund Class M | 2.33% | 39.21% | 5.08% | 10.43% | -8.22% | -3.35% | 31.82% | 25.39% | -4.19% | 25.37% |
Returns By Period
In the year-to-date period, ETHSX achieves a -5.20% return, which is significantly lower than FBTTX's 2.33% return. Over the past 10 years, ETHSX has underperformed FBTTX with an annualized return of 7.67%, while FBTTX has yielded a comparatively higher 11.56% annualized return.
ETHSX
- 1D
- 0.80%
- 1M
- -4.48%
- YTD
- -5.20%
- 6M
- 2.06%
- 1Y
- 1.67%
- 3Y*
- 4.68%
- 5Y*
- 4.72%
- 10Y*
- 7.67%
FBTTX
- 1D
- 0.14%
- 1M
- 1.16%
- YTD
- 2.33%
- 6M
- 16.05%
- 1Y
- 51.97%
- 3Y*
- 20.19%
- 5Y*
- 8.67%
- 10Y*
- 11.56%
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ETHSX vs. FBTTX - Expense Ratio Comparison
ETHSX has a 1.20% expense ratio, which is lower than FBTTX's 1.28% expense ratio.
Return for Risk
ETHSX vs. FBTTX — Risk / Return Rank
ETHSX
FBTTX
ETHSX vs. FBTTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Worldwide Health Sciences Fund (ETHSX) and Fidelity Advisor Biotechnology Fund Class M (FBTTX). 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.
| ETHSX | FBTTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 2.17 | -2.05 |
Sortino ratioReturn per unit of downside risk | 0.29 | 2.79 | -2.49 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.36 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 3.67 | -3.58 |
Martin ratioReturn relative to average drawdown | 0.23 | 14.06 | -13.83 |
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
| ETHSX | FBTTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 2.17 | -2.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.37 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.30 | -0.27 |
Correlation
The correlation between ETHSX and FBTTX is 0.82, 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
ETHSX vs. FBTTX - Dividend Comparison
ETHSX's dividend yield for the trailing twelve months is around 7.77%, more than FBTTX's 1.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETHSX Eaton Vance Worldwide Health Sciences Fund | 7.77% | 7.36% | 4.81% | 2.48% | 4.43% | 8.25% | 7.33% | 5.39% | 5.51% | 2.82% | 12.75% | 9.70% |
FBTTX Fidelity Advisor Biotechnology Fund Class M | 1.50% | 1.53% | 6.41% | 0.93% | 0.00% | 21.60% | 8.79% | 7.10% | 2.64% | 0.00% | 0.00% | 5.42% |
Drawdowns
ETHSX vs. FBTTX - Drawdown Comparison
The maximum ETHSX drawdown since its inception was -90.06%, which is greater than FBTTX's maximum drawdown of -63.75%. Use the drawdown chart below to compare losses from any high point for ETHSX and FBTTX.
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Drawdown Indicators
| ETHSX | FBTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.06% | -63.75% | -26.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -11.48% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -19.58% | -36.64% | +17.06% |
Max Drawdown (10Y)Largest decline over 10 years | -27.43% | -39.04% | +11.61% |
Current DrawdownCurrent decline from peak | -9.74% | -2.47% | -7.27% |
Average DrawdownAverage peak-to-trough decline | -53.12% | -21.95% | -31.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | 3.54% | +0.68% |
Volatility
ETHSX vs. FBTTX - Volatility Comparison
The current volatility for Eaton Vance Worldwide Health Sciences Fund (ETHSX) is 5.10%, while Fidelity Advisor Biotechnology Fund Class M (FBTTX) has a volatility of 9.19%. This indicates that ETHSX experiences smaller price fluctuations and is considered to be less risky than FBTTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETHSX | FBTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 9.19% | -4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.31% | 16.97% | -6.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.75% | 25.89% | -8.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 23.31% | -8.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 24.58% | -8.33% |