FHCIX vs. VHT
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Vanguard Health Care ETF (VHT).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 Index. It was launched on Jan 26, 2004.
Performance
FHCIX vs. VHT - Performance Comparison
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FHCIX vs. VHT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | -6.03% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
VHT Vanguard Health Care ETF | -4.28% | 15.46% | 2.66% | 2.52% | -5.60% | 20.57% | 18.29% | 21.87% | 5.58% | 23.26% |
Returns By Period
In the year-to-date period, FHCIX achieves a -6.03% return, which is significantly lower than VHT's -4.28% return. Over the past 10 years, FHCIX has underperformed VHT with an annualized return of 9.02%, while VHT has yielded a comparatively higher 9.80% annualized return.
FHCIX
- 1D
- 3.94%
- 1M
- -5.34%
- YTD
- -6.03%
- 6M
- 3.02%
- 1Y
- 10.19%
- 3Y*
- 5.08%
- 5Y*
- 2.20%
- 10Y*
- 9.02%
VHT
- 1D
- 0.80%
- 1M
- -5.87%
- YTD
- -4.28%
- 6M
- 3.91%
- 1Y
- 7.48%
- 3Y*
- 6.44%
- 5Y*
- 5.25%
- 10Y*
- 9.80%
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FHCIX vs. VHT - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is higher than VHT's 0.10% expense ratio.
Return for Risk
FHCIX vs. VHT — Risk / Return Rank
FHCIX
VHT
FHCIX vs. VHT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and Vanguard Health Care ETF (VHT). 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 | VHT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.43 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.78 | 0.71 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.09 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.53 | +0.08 |
Martin ratioReturn relative to average drawdown | 1.90 | 1.25 | +0.65 |
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 | VHT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.43 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.36 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.58 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.56 | +0.02 |
Correlation
The correlation between FHCIX and VHT is 0.93, 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. VHT - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 12.30%, more than VHT's 1.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 12.30% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
VHT Vanguard Health Care ETF | 1.71% | 1.61% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
Drawdowns
FHCIX vs. VHT - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.75%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for FHCIX and VHT.
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Drawdown Indicators
| FHCIX | VHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -39.12% | -5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -10.40% | -2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -17.71% | -11.53% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -28.85% | -0.39% |
Current DrawdownCurrent decline from peak | -9.96% | -7.31% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -5.98% | -3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 4.42% | -0.14% |
Volatility
FHCIX vs. VHT - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 7.07% compared to Vanguard Health Care ETF (VHT) at 5.14%. This indicates that FHCIX's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHCIX | VHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.14% | +1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 10.08% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 17.61% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 14.85% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 16.94% | +1.85% |