FHCIX vs. IXJ
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and iShares Global Healthcare ETF (IXJ).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. IXJ is a passively managed fund by iShares that tracks the performance of the S&P Global Healthcare Sector Index. It was launched on Nov 13, 2001.
Performance
FHCIX vs. IXJ - Performance Comparison
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FHCIX vs. IXJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | -9.59% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
IXJ iShares Global Healthcare ETF | -3.96% | 14.99% | 0.55% | 3.62% | -4.94% | 19.60% | 12.74% | 23.23% | 2.83% | 20.44% |
Returns By Period
In the year-to-date period, FHCIX achieves a -9.59% return, which is significantly lower than IXJ's -3.96% return. Both investments have delivered pretty close results over the past 10 years, with FHCIX having a 8.60% annualized return and IXJ not far behind at 8.40%.
FHCIX
- 1D
- -0.71%
- 1M
- -9.50%
- YTD
- -9.59%
- 6M
- 0.23%
- 1Y
- 4.53%
- 3Y*
- 3.73%
- 5Y*
- 1.47%
- 10Y*
- 8.60%
IXJ
- 1D
- 1.96%
- 1M
- -8.03%
- YTD
- -3.96%
- 6M
- 6.20%
- 1Y
- 4.10%
- 3Y*
- 5.42%
- 5Y*
- 5.33%
- 10Y*
- 8.40%
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FHCIX vs. IXJ - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is higher than IXJ's 0.46% expense ratio.
Return for Risk
FHCIX vs. IXJ — Risk / Return Rank
FHCIX
IXJ
FHCIX vs. IXJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and iShares Global Healthcare ETF (IXJ). 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.
| FHCIX | IXJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.24 | -0.02 |
Sortino ratioReturn per unit of downside risk | 0.44 | 0.45 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.06 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.44 | -0.21 |
Martin ratioReturn relative to average drawdown | 0.69 | 1.04 | -0.35 |
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
| FHCIX | IXJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.24 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.38 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.54 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.42 | +0.15 |
Correlation
The correlation between FHCIX and IXJ is 0.83, 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
FHCIX vs. IXJ - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 12.78%, more than IXJ's 1.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 12.78% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
IXJ iShares Global Healthcare ETF | 1.45% | 1.40% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.85% |
Drawdowns
FHCIX vs. IXJ - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.75%, which is greater than IXJ's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for FHCIX and IXJ.
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Drawdown Indicators
| FHCIX | IXJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -40.60% | -4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -10.35% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -18.14% | -11.10% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -27.35% | -1.89% |
Current DrawdownCurrent decline from peak | -13.37% | -8.03% | -5.34% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -6.92% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 4.41% | -0.02% |
Volatility
FHCIX vs. IXJ - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 5.59% compared to iShares Global Healthcare ETF (IXJ) at 5.06%. This indicates that FHCIX's price experiences larger fluctuations and is considered to be riskier than IXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHCIX | IXJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 5.06% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 10.43% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 17.31% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 14.07% | +3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 15.66% | +3.09% |