FHLC vs. VHT

The year-to-date returns for both stocks are quite close, with FHLC having a -6.27% return and VHT slightly lower at -6.37%. Both investments have delivered pretty close results over the past 10 years, with FHLC having a 6.97% annualized return and VHT not far ahead at 7.12%.

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FHLC has a 0.08% expense ratio, which is lower than VHT's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

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

The current FHLC Sharpe Ratio is -0.56, which is comparable to the VHT Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of FHLC and VHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHLC's dividend yield for the trailing twelve months is around 1.64%, less than VHT's 1.69% yield.

The maximum FHLC drawdown since its inception was -28.76%, smaller than the maximum VHT drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for FHLC and VHT. For additional features, visit the drawdowns tool.

Fidelity MSCI Health Care Index ETF (FHLC) and Vanguard Health Care ETF (VHT) have volatilities of 7.22% and 7.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.