FHCIX vs. VHT
FHCIX (Fidelity Advisor Health Care Fund Class I) and VHT (Vanguard Health Care ETF) are both Health & Biotech Equities funds. Over the past 10 years, FHCIX returned 9.56%/yr vs 9.89%/yr for VHT. Their correlation of 0.92 means they have usually moved in the same direction. FHCIX charges 0.71%/yr vs 0.09%/yr for VHT.
Performance
FHCIX vs. VHT - Performance Comparison
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Returns By Period
In the year-to-date period, FHCIX achieves a 10.66% return, which is significantly higher than VHT's 6.65% return. Both investments have delivered pretty close results over the past 10 years, with FHCIX having a 9.56% annualized return and VHT not far ahead at 9.89%.
FHCIX
- 1D
- -0.03%
- 1M
- -1.26%
- 6M
- 10.50%
- YTD
- 10.66%
- 1Y
- 32.74%
- 3Y*
- 9.91%
- 5Y*
- 4.05%
- 10Y*
- 9.56%
- ALL TIME*
- 11.38%
VHT
- 1D
- -0.76%
- 1M
- -1.17%
- 6M
- 6.86%
- YTD
- 6.65%
- 1Y
- 27.92%
- 3Y*
- 9.09%
- 5Y*
- 5.06%
- 10Y*
- 9.89%
- ALL TIME*
- 9.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $66.49M | $76.90M | $73.37M |
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 | 10.66% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
VHT Vanguard Health Care ETF | 6.65% | 15.46% | 2.66% | 2.52% | -5.60% | 20.57% | 18.29% | 21.87% | 5.58% | 23.26% |
Correlation
The correlation between FHCIX and VHT is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | 0.92 |
The correlation between FHCIX and VHT shifts across timeframes, from 0.80 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FHCIX | VHT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.33 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 2.74 | -0.40 |
| Martin ratioReturn relative to average drawdown | 6.17 | 6.79 | -0.62 |
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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 (3Y)Largest decline over 3 years | -17.38% | -16.91% | -0.47% |
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 | -2.48% | -2.69% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -5.96% | -3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 4.19% | +0.89% |
Volatility
FHCIX vs. VHT - Volatility Comparison
The current volatility for Fidelity Advisor Health Care Fund Class I (FHCIX) is 5.13%, while Vanguard Health Care ETF (VHT) has a volatility of 5.54%. This indicates that FHCIX experiences smaller price fluctuations and is considered to be less risky 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 | 5.13% | 5.54% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 11.64% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 15.35% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 15.25% | +2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 17.02% | +1.79% |
FHCIX vs. VHT - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is higher than VHT's 0.09% expense ratio.
Dividends
FHCIX vs. VHT - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 10.45%, more than VHT's 1.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 10.45% | 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 | 1.55% | 1.61% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
Frequently Asked Questions
FHCIX and VHT have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VHT has higher volatility (5.54%) compared to FHCIX (5.13%). In terms of maximum drawdown, FHCIX dropped -44.75% vs VHT's -39.12%.
VHT currently has the higher Sharpe Ratio (1.89 vs 1.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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