FBTAX vs. SWHFX
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class A (FBTAX) and Schwab Health Care Fund™ (SWHFX).
FBTAX is managed by Fidelity. It was launched on Dec 27, 2000. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
FBTAX vs. SWHFX - Performance Comparison
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FBTAX vs. SWHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBTAX Fidelity Advisor Biotechnology Fund Class A | 2.24% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
SWHFX Schwab Health Care Fund™ | -2.94% | 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, FBTAX achieves a 2.24% return, which is significantly higher than SWHFX's -2.94% return. Over the past 10 years, FBTAX has outperformed SWHFX with an annualized return of 11.86%, while SWHFX has yielded a comparatively lower 7.78% annualized return.
FBTAX
- 1D
- 5.08%
- 1M
- -0.75%
- YTD
- 2.24%
- 6M
- 15.54%
- 1Y
- 55.40%
- 3Y*
- 20.44%
- 5Y*
- 8.92%
- 10Y*
- 11.86%
SWHFX
- 1D
- 2.06%
- 1M
- -6.53%
- YTD
- -2.94%
- 6M
- -1.82%
- 1Y
- 1.02%
- 3Y*
- 3.81%
- 5Y*
- 4.40%
- 10Y*
- 7.78%
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FBTAX vs. SWHFX - Expense Ratio Comparison
FBTAX has a 1.00% expense ratio, which is higher than SWHFX's 0.80% expense ratio.
Return for Risk
FBTAX vs. SWHFX — Risk / Return Rank
FBTAX
SWHFX
FBTAX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class A (FBTAX) 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.
| FBTAX | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | -0.02 | +1.96 |
Sortino ratioReturn per unit of downside risk | 2.53 | 0.10 | +2.43 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.01 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 3.16 | 0.00 | +3.15 |
Martin ratioReturn relative to average drawdown | 12.63 | 0.01 | +12.62 |
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
| FBTAX | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | -0.02 | +1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.31 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.49 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.50 | -0.19 |
Correlation
The correlation between FBTAX and SWHFX is 0.74, 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
FBTAX vs. SWHFX - Dividend Comparison
FBTAX's dividend yield for the trailing twelve months is around 1.42%, while SWHFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.42% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
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
FBTAX vs. SWHFX - Drawdown Comparison
The maximum FBTAX drawdown since its inception was -63.55%, which is greater than SWHFX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for FBTAX and SWHFX.
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Drawdown Indicators
| FBTAX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -43.10% | -20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.60% | -12.25% | -1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -36.51% | -19.35% | -17.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.82% | -27.28% | -11.54% |
Current DrawdownCurrent decline from peak | -2.54% | -10.00% | +7.46% |
Average DrawdownAverage peak-to-trough decline | -21.34% | -8.15% | -13.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 5.66% | -1.95% |
Volatility
FBTAX vs. SWHFX - Volatility Comparison
Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a higher volatility of 9.36% compared to Schwab Health Care Fund™ (SWHFX) at 5.00%. This indicates that FBTAX'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
| FBTAX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.36% | 5.00% | +4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 12.23% | +4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.00% | 18.26% | +7.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.32% | 14.49% | +8.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.59% | 15.93% | +8.66% |