FPHAX vs. BIBL
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Inspire 100 ETF (BIBL).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. BIBL is a passively managed fund by Inspire that tracks the performance of the Inspire 100 Index. It was launched on Oct 30, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPHAX or BIBL.
Correlation
The correlation between FPHAX and BIBL is 0.62, 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
FPHAX vs. BIBL - Performance Comparison
Key characteristics
FPHAX:
-0.45
BIBL:
0.15
FPHAX:
-0.50
BIBL:
0.36
FPHAX:
0.94
BIBL:
1.05
FPHAX:
-0.30
BIBL:
0.15
FPHAX:
-0.73
BIBL:
0.58
FPHAX:
12.39%
BIBL:
5.44%
FPHAX:
19.81%
BIBL:
21.13%
FPHAX:
-37.34%
BIBL:
-36.12%
FPHAX:
-23.32%
BIBL:
-11.17%
Returns By Period
In the year-to-date period, FPHAX achieves a -5.44% return, which is significantly lower than BIBL's -3.36% return.
FPHAX
-5.44%
-6.22%
-16.03%
-9.23%
1.57%
1.46%
BIBL
-3.36%
-3.38%
-6.29%
1.99%
10.78%
N/A
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FPHAX vs. BIBL - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is higher than BIBL's 0.35% expense ratio.
Risk-Adjusted Performance
FPHAX vs. BIBL — Risk-Adjusted Performance Rank
FPHAX
BIBL
FPHAX vs. BIBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Inspire 100 ETF (BIBL). 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
FPHAX vs. BIBL - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 1.06%, which matches BIBL's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 1.06% | 1.21% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% |
BIBL Inspire 100 ETF | 1.06% | 0.92% | 1.02% | 0.98% | 17.87% | 1.67% | 1.30% | 1.62% | 0.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
FPHAX vs. BIBL - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -37.34%, roughly equal to the maximum BIBL drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for FPHAX and BIBL. For additional features, visit the drawdowns tool.
Volatility
FPHAX vs. BIBL - Volatility Comparison
The current volatility for Fidelity Select Pharmaceuticals Portfolio (FPHAX) is 10.78%, while Inspire 100 ETF (BIBL) has a volatility of 14.46%. This indicates that FPHAX experiences smaller price fluctuations and is considered to be less risky than BIBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.