FHCIX vs. VUAA.L
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Vanguard S&P 500 UCITS ETF (VUAA.L).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. VUAA.L is a passively managed fund by Vanguard Group (Ireland) Limited that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHCIX or VUAA.L.
Correlation
The correlation between FHCIX and VUAA.L is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FHCIX vs. VUAA.L - Performance Comparison
Key characteristics
FHCIX:
-0.36
VUAA.L:
1.93
FHCIX:
-0.35
VUAA.L:
2.69
FHCIX:
0.95
VUAA.L:
1.36
FHCIX:
-0.27
VUAA.L:
3.03
FHCIX:
-1.15
VUAA.L:
12.02
FHCIX:
5.09%
VUAA.L:
1.94%
FHCIX:
16.23%
VUAA.L:
12.08%
FHCIX:
-44.69%
VUAA.L:
-34.05%
FHCIX:
-20.98%
VUAA.L:
-4.18%
Returns By Period
In the year-to-date period, FHCIX achieves a 1.23% return, which is significantly higher than VUAA.L's -1.67% return.
FHCIX
1.23%
-10.80%
-12.80%
-5.25%
0.50%
4.84%
VUAA.L
-1.67%
-3.63%
3.80%
23.32%
13.49%
N/A
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FHCIX vs. VUAA.L - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is higher than VUAA.L's 0.07% expense ratio.
Risk-Adjusted Performance
FHCIX vs. VUAA.L — Risk-Adjusted Performance Rank
FHCIX
VUAA.L
FHCIX vs. VUAA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and Vanguard S&P 500 UCITS ETF (VUAA.L). 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
FHCIX vs. VUAA.L - Dividend Comparison
Neither FHCIX nor VUAA.L has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 6.29% | 7.50% |
VUAA.L Vanguard S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FHCIX vs. VUAA.L - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.69%, which is greater than VUAA.L's maximum drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for FHCIX and VUAA.L. For additional features, visit the drawdowns tool.
Volatility
FHCIX vs. VUAA.L - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 10.39% compared to Vanguard S&P 500 UCITS ETF (VUAA.L) at 4.01%. This indicates that FHCIX's price experiences larger fluctuations and is considered to be riskier than VUAA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.