FBIOX vs. SWHFX
Compare and contrast key facts about Fidelity Select Biotechnology Portfolio (FBIOX) and Schwab Health Care Fund™ (SWHFX).
FBIOX is managed by Fidelity. It was launched on Dec 16, 1985. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
FBIOX vs. SWHFX - Performance Comparison
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FBIOX vs. SWHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | -3.22% | 36.38% | 7.26% | 10.09% | -15.87% | -12.26% | 38.62% | 36.12% | -10.92% | 27.87% |
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
Returns By Period
In the year-to-date period, FBIOX achieves a -3.22% return, which is significantly higher than SWHFX's -4.90% return. Over the past 10 years, FBIOX has outperformed SWHFX with an annualized return of 9.85%, while SWHFX has yielded a comparatively lower 7.56% annualized return.
FBIOX
- 1D
- 0.08%
- 1M
- -6.89%
- YTD
- -3.22%
- 6M
- 11.54%
- 1Y
- 33.83%
- 3Y*
- 17.53%
- 5Y*
- 3.77%
- 10Y*
- 9.85%
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
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FBIOX vs. SWHFX - Expense Ratio Comparison
FBIOX has a 0.69% expense ratio, which is lower than SWHFX's 0.80% expense ratio.
Return for Risk
FBIOX vs. SWHFX — Risk / Return Rank
FBIOX
SWHFX
FBIOX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Biotechnology Portfolio (FBIOX) and Schwab Health Care Fund™ (SWHFX). 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.
| FBIOX | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | -0.10 | +1.45 |
Sortino ratioReturn per unit of downside risk | 1.84 | -0.01 | +1.85 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.00 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | -0.14 | +2.24 |
Martin ratioReturn relative to average drawdown | 7.73 | -0.30 | +8.04 |
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
| FBIOX | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | -0.10 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.28 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.48 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.49 | -0.02 |
Correlation
The correlation between FBIOX and SWHFX is 0.73, 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
FBIOX vs. SWHFX - Dividend Comparison
FBIOX's dividend yield for the trailing twelve months is around 2.55%, while SWHFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | 2.55% | 2.47% | 1.21% | 0.45% | 0.00% | 14.48% | 19.46% | 8.89% | 11.18% | 1.41% | 3.42% | 6.71% |
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
Drawdowns
FBIOX vs. SWHFX - Drawdown Comparison
The maximum FBIOX drawdown since its inception was -71.98%, which is greater than SWHFX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for FBIOX and SWHFX.
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Drawdown Indicators
| FBIOX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -43.10% | -28.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -12.25% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -44.87% | -19.35% | -25.52% |
Max Drawdown (10Y)Largest decline over 10 years | -48.66% | -27.28% | -21.38% |
Current DrawdownCurrent decline from peak | -7.32% | -11.81% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -23.72% | -8.15% | -15.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 5.62% | -1.57% |
Volatility
FBIOX vs. SWHFX - Volatility Comparison
Fidelity Select Biotechnology Portfolio (FBIOX) has a higher volatility of 7.30% compared to Schwab Health Care Fund™ (SWHFX) at 4.40%. This indicates that FBIOX's price experiences larger fluctuations and is considered to be riskier than SWHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBIOX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.30% | 4.40% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 14.68% | 12.09% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.91% | 18.18% | +5.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 14.46% | +10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.38% | 15.92% | +10.46% |