FNLC vs. FHLC
Compare and contrast key facts about The First Bancorp, Inc. (FNLC) and Fidelity MSCI Health Care Index ETF (FHLC).
FHLC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Health Care Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNLC or FHLC.
Correlation
The correlation between FNLC and FHLC is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FNLC vs. FHLC - Performance Comparison
Key characteristics
FNLC:
0.33
FHLC:
0.23
FNLC:
0.79
FHLC:
0.40
FNLC:
1.09
FHLC:
1.05
FNLC:
0.43
FHLC:
0.22
FNLC:
1.23
FHLC:
0.57
FNLC:
9.40%
FHLC:
4.77%
FNLC:
35.11%
FHLC:
11.74%
FNLC:
-49.41%
FHLC:
-28.76%
FNLC:
-17.08%
FHLC:
-5.95%
Returns By Period
In the year-to-date period, FNLC achieves a -5.95% return, which is significantly lower than FHLC's 6.04% return. Both investments have delivered pretty close results over the past 10 years, with FNLC having a 9.17% annualized return and FHLC not far behind at 8.76%.
FNLC
-5.95%
-2.35%
-5.54%
15.03%
3.19%
9.17%
FHLC
6.04%
2.23%
-5.07%
1.32%
8.00%
8.76%
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Risk-Adjusted Performance
FNLC vs. FHLC — Risk-Adjusted Performance Rank
FNLC
FHLC
FNLC vs. FHLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The First Bancorp, Inc. (FNLC) and Fidelity MSCI Health Care Index ETF (FHLC). 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
FNLC vs. FHLC - Dividend Comparison
FNLC's dividend yield for the trailing twelve months is around 5.63%, more than FHLC's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNLC The First Bancorp, Inc. | 5.63% | 5.19% | 4.89% | 4.41% | 4.01% | 4.80% | 3.90% | 4.03% | 3.89% | 2.72% | 3.18% | 5.69% |
FHLC Fidelity MSCI Health Care Index ETF | 1.43% | 1.51% | 1.40% | 1.30% | 1.16% | 1.45% | 1.18% | 2.14% | 1.38% | 1.40% | 2.07% | 1.03% |
Drawdowns
FNLC vs. FHLC - Drawdown Comparison
The maximum FNLC drawdown since its inception was -49.41%, which is greater than FHLC's maximum drawdown of -28.76%. Use the drawdown chart below to compare losses from any high point for FNLC and FHLC. For additional features, visit the drawdowns tool.
Volatility
FNLC vs. FHLC - Volatility Comparison
The First Bancorp, Inc. (FNLC) has a higher volatility of 6.57% compared to Fidelity MSCI Health Care Index ETF (FHLC) at 3.73%. This indicates that FNLC's price experiences larger fluctuations and is considered to be riskier than FHLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.