FCDAX vs. XHE
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and SPDR S&P Health Care Equipment ETF (XHE).
FCDAX is managed by Fidelity. It was launched on May 2, 2007. XHE is a passively managed fund by State Street that tracks the performance of the S&P Health Care Equipment Select Industry Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDAX or XHE.
Key characteristics
| FCDAX | XHE | |
|---|---|---|
| YTD Return | 23.77% | 9.82% |
| 1Y Return | 46.10% | 34.25% |
| 3Y Return (Ann) | 1.21% | -9.77% |
| 5Y Return (Ann) | 10.37% | 2.50% |
| 10Y Return (Ann) | 6.30% | 9.28% |
| Sharpe Ratio | 2.39 | 1.84 |
| Sortino Ratio | 3.32 | 2.66 |
| Omega Ratio | 1.41 | 1.32 |
| Calmar Ratio | 1.54 | 0.76 |
| Martin Ratio | 15.35 | 11.87 |
| Ulcer Index | 3.00% | 3.11% |
| Daily Std Dev | 19.24% | 20.11% |
| Max Drawdown | -65.00% | -49.92% |
| Current Drawdown | -1.48% | -30.55% |
Correlation
The correlation between FCDAX and XHE 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.
Performance
FCDAX vs. XHE - Performance Comparison
In the year-to-date period, FCDAX achieves a 23.77% return, which is significantly higher than XHE's 9.82% return. Over the past 10 years, FCDAX has underperformed XHE with an annualized return of 6.30%, while XHE has yielded a comparatively higher 9.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCDAX vs. XHE - Expense Ratio Comparison
FCDAX has a 1.19% expense ratio, which is higher than XHE's 0.35% expense ratio.
Risk-Adjusted Performance
FCDAX vs. XHE - Risk-Adjusted Performance Comparison
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.
Dividends
FCDAX vs. XHE - Dividend Comparison
FCDAX's dividend yield for the trailing twelve months is around 0.02%, less than XHE's 0.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.02% | 0.02% | 0.08% | 0.00% | 0.00% | 0.12% | 0.06% | 0.13% | 0.26% | 7.17% | 9.61% | 4.85% |
XHE SPDR S&P Health Care Equipment ETF | 0.04% | 0.03% | 0.04% | 0.00% | 0.00% | 0.05% | 0.09% | 0.78% | 0.17% | 7.22% | 1.83% | 0.19% |
Drawdowns
FCDAX vs. XHE - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -65.00%, 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.
Volatility
FCDAX vs. XHE - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) has a higher volatility of 6.35% compared to SPDR S&P Health Care Equipment ETF (XHE) at 4.84%. This indicates that FCDAX's price experiences larger fluctuations and is considered to be riskier than XHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.