FBSOX vs. VGHAX
Compare and contrast key facts about Fidelity Select IT Services Portfolio (FBSOX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
FBSOX is managed by Fidelity. It was launched on Feb 4, 1998. VGHAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
FBSOX vs. VGHAX - Performance Comparison
Loading graphics...
FBSOX vs. VGHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | -20.61% | -9.19% | 15.04% | 23.23% | -28.86% | 2.53% | 31.47% | 42.25% | 4.11% | 34.28% |
VGHAX Vanguard Health Care Fund Admiral Shares | -5.89% | 19.72% | 9.10% | 5.51% | -1.00% | 12.82% | 12.62% | 22.99% | 1.07% | 19.64% |
Returns By Period
In the year-to-date period, FBSOX achieves a -20.61% return, which is significantly lower than VGHAX's -5.89% return. Over the past 10 years, FBSOX has underperformed VGHAX with an annualized return of 7.31%, while VGHAX has yielded a comparatively higher 9.16% annualized return.
FBSOX
- 1D
- 0.95%
- 1M
- -5.16%
- YTD
- -20.61%
- 6M
- -26.49%
- 1Y
- -27.65%
- 3Y*
- -1.46%
- 5Y*
- -5.56%
- 10Y*
- 7.31%
VGHAX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.89%
- 6M
- 7.16%
- 1Y
- 9.80%
- 3Y*
- 9.27%
- 5Y*
- 8.05%
- 10Y*
- 9.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBSOX vs. VGHAX - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is higher than VGHAX's 0.25% expense ratio.
Return for Risk
FBSOX vs. VGHAX — Risk / Return Rank
FBSOX
VGHAX
FBSOX vs. VGHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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.
| FBSOX | VGHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.13 | 0.53 | -1.66 |
Sortino ratioReturn per unit of downside risk | -1.49 | 0.84 | -2.33 |
Omega ratioGain probability vs. loss probability | 0.80 | 1.11 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.87 | 1.15 | -2.02 |
Martin ratioReturn relative to average drawdown | -2.12 | 2.82 | -4.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FBSOX | VGHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.13 | 0.53 | -1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.45 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.52 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.60 | -0.13 |
Correlation
The correlation between FBSOX and VGHAX is 0.68, 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
FBSOX vs. VGHAX - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 17.72%, more than VGHAX's 7.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 17.72% | 14.07% | 18.34% | 3.81% | 14.40% | 15.64% | 5.27% | 2.30% | 4.97% | 3.10% | 0.32% | 3.87% |
VGHAX Vanguard Health Care Fund Admiral Shares | 7.09% | 6.07% | 22.84% | 7.22% | 5.49% | 7.05% | 8.02% | 11.87% | 9.15% | 7.36% | 8.60% | 8.21% |
Drawdowns
FBSOX vs. VGHAX - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -50.01%, which is greater than VGHAX's maximum drawdown of -36.85%. Use the drawdown chart below to compare losses from any high point for FBSOX and VGHAX.
Loading graphics...
Drawdown Indicators
| FBSOX | VGHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.01% | -36.85% | -13.16% |
Max Drawdown (1Y)Largest decline over 1 year | -32.78% | -9.19% | -23.59% |
Max Drawdown (5Y)Largest decline over 5 years | -42.28% | -16.92% | -25.36% |
Max Drawdown (10Y)Largest decline over 10 years | -42.28% | -27.17% | -15.11% |
Current DrawdownCurrent decline from peak | -35.36% | -8.80% | -26.56% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -5.61% | -4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.45% | 3.90% | +9.55% |
Volatility
FBSOX vs. VGHAX - Volatility Comparison
Fidelity Select IT Services Portfolio (FBSOX) has a higher volatility of 5.81% compared to Vanguard Health Care Fund Admiral Shares (VGHAX) at 4.81%. This indicates that FBSOX's price experiences larger fluctuations and is considered to be riskier than VGHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FBSOX | VGHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 4.81% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 10.26% | +6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 17.43% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 17.96% | +4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 17.56% | +5.13% |