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FHLC vs. MOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHLC vs. MOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity MSCI Health Care Index ETF (FHLC) and VanEck Agribusiness ETF (MOO). The values are adjusted to include any dividend payments, if applicable.

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FHLC vs. MOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FHLC
Fidelity MSCI Health Care Index ETF
-4.97%15.42%2.48%2.58%-5.55%20.39%18.13%21.94%4.71%23.34%
MOO
VanEck Agribusiness ETF
16.09%15.61%-12.43%-8.57%-8.10%23.99%14.59%22.29%-6.03%21.75%

Returns By Period

In the year-to-date period, FHLC achieves a -4.97% return, which is significantly lower than MOO's 16.09% return. Over the past 10 years, FHLC has outperformed MOO with an annualized return of 9.60%, while MOO has yielded a comparatively lower 8.26% annualized return.


FHLC

1D
2.28%
1M
-7.46%
YTD
-4.97%
6M
5.95%
1Y
4.53%
3Y*
6.14%
5Y*
5.07%
10Y*
9.60%

MOO

1D
1.43%
1M
-1.27%
YTD
16.09%
6M
17.90%
1Y
27.55%
3Y*
2.03%
5Y*
1.67%
10Y*
8.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHLC vs. MOO - Expense Ratio Comparison

FHLC has a 0.08% expense ratio, which is lower than MOO's 0.55% expense ratio.


Return for Risk

FHLC vs. MOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FHLC
FHLC Risk / Return Rank: 2121
Overall Rank
FHLC Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
FHLC Sortino Ratio Rank: 2020
Sortino Ratio Rank
FHLC Omega Ratio Rank: 1919
Omega Ratio Rank
FHLC Calmar Ratio Rank: 2525
Calmar Ratio Rank
FHLC Martin Ratio Rank: 2121
Martin Ratio Rank

MOO
MOO Risk / Return Rank: 8484
Overall Rank
MOO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
MOO Sortino Ratio Rank: 8787
Sortino Ratio Rank
MOO Omega Ratio Rank: 8282
Omega Ratio Rank
MOO Calmar Ratio Rank: 8585
Calmar Ratio Rank
MOO Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FHLC vs. MOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Health Care Index ETF (FHLC) and VanEck Agribusiness ETF (MOO). 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.


FHLCMOODifference

Sharpe ratio

Return per unit of total volatility

0.26

1.63

-1.37

Sortino ratio

Return per unit of downside risk

0.48

2.33

-1.85

Omega ratio

Gain probability vs. loss probability

1.06

1.31

-0.25

Calmar ratio

Return relative to maximum drawdown

0.51

2.44

-1.93

Martin ratio

Return relative to average drawdown

1.08

9.05

-7.97

FHLC vs. MOO - Sharpe Ratio Comparison

The current FHLC Sharpe Ratio is 0.26, which is lower than the MOO Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of FHLC and MOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FHLCMOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

1.63

-1.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.10

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.46

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.24

+0.37

Correlation

The correlation between FHLC and MOO is 0.60, 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.


Dividends

FHLC vs. MOO - Dividend Comparison

FHLC's dividend yield for the trailing twelve months is around 1.44%, less than MOO's 2.13% yield.


TTM20252024202320222021202020192018201720162015
FHLC
Fidelity MSCI Health Care Index ETF
1.44%1.40%1.51%1.40%1.30%1.16%1.45%1.18%1.38%1.38%1.40%2.07%
MOO
VanEck Agribusiness ETF
2.13%2.47%3.41%2.93%2.15%1.17%1.10%1.26%1.69%1.44%2.14%2.89%

Drawdowns

FHLC vs. MOO - Drawdown Comparison

The maximum FHLC drawdown since its inception was -28.76%, smaller than the maximum MOO drawdown of -69.53%. Use the drawdown chart below to compare losses from any high point for FHLC and MOO.


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Drawdown Indicators


FHLCMOODifference

Max Drawdown

Largest peak-to-trough decline

-28.76%

-69.53%

+40.77%

Max Drawdown (1Y)

Largest decline over 1 year

-10.38%

-11.46%

+1.08%

Max Drawdown (5Y)

Largest decline over 5 years

-17.73%

-39.52%

+21.79%

Max Drawdown (10Y)

Largest decline over 10 years

-28.76%

-39.52%

+10.76%

Current Drawdown

Current decline from peak

-7.99%

-13.01%

+5.02%

Average Drawdown

Average peak-to-trough decline

-5.16%

-16.99%

+11.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.04%

3.09%

+1.95%

Volatility

FHLC vs. MOO - Volatility Comparison

The current volatility for Fidelity MSCI Health Care Index ETF (FHLC) is 5.14%, while VanEck Agribusiness ETF (MOO) has a volatility of 6.00%. This indicates that FHLC experiences smaller price fluctuations and is considered to be less risky than MOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHLCMOODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.14%

6.00%

-0.86%

Volatility (6M)

Calculated over the trailing 6-month period

10.26%

10.81%

-0.55%

Volatility (1Y)

Calculated over the trailing 1-year period

17.61%

17.03%

+0.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

17.09%

-2.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.82%

18.20%

-1.38%