FCDAX vs. XHE

In the year-to-date period, FCDAX achieves a -3.79% return, which is significantly higher than XHE's -6.51% return. Over the past 10 years, FCDAX has underperformed XHE with an annualized return of 3.79%, while XHE has yielded a comparatively higher 6.95% annualized return.

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FCDAX has a 1.19% expense ratio, which is higher than XHE's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and SPDR S&P Health Care Equipment ETF (XHE). 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.

The current FCDAX Sharpe Ratio is -0.02, which is higher than the XHE Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of FCDAX and XHE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCDAX's dividend yield for the trailing twelve months is around 0.61%, more than XHE's 0.04% yield.

The maximum FCDAX drawdown since its inception was -64.98%, which is greater than XHE's maximum drawdown of -49.92%. Use the drawdown chart below to compare losses from any high point for FCDAX and XHE. For additional features, visit the drawdowns tool.

Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and SPDR S&P Health Care Equipment ETF (XHE) have volatilities of 6.52% and 6.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.