FPHAX vs. SWHFX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Schwab Health Care Fund™ (SWHFX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
FPHAX vs. SWHFX - Performance Comparison
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FPHAX vs. SWHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | -2.56% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | 5.41% | 10.70% |
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
Returns By Period
In the year-to-date period, FPHAX achieves a -2.56% return, which is significantly higher than SWHFX's -4.90% return. Over the past 10 years, FPHAX has outperformed SWHFX with an annualized return of 10.94%, while SWHFX has yielded a comparatively lower 7.56% annualized return.
FPHAX
- 1D
- 0.57%
- 1M
- -9.52%
- YTD
- -2.56%
- 6M
- 15.21%
- 1Y
- 27.23%
- 3Y*
- 16.20%
- 5Y*
- 11.88%
- 10Y*
- 10.94%
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
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FPHAX vs. SWHFX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is lower than SWHFX's 0.80% expense ratio.
Return for Risk
FPHAX vs. SWHFX — Risk / Return Rank
FPHAX
SWHFX
FPHAX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Schwab Health Care Fund™ (SWHFX). 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.
| FPHAX | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | -0.10 | +1.24 |
Sortino ratioReturn per unit of downside risk | 1.61 | -0.01 | +1.63 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.00 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | -0.14 | +2.19 |
Martin ratioReturn relative to average drawdown | 5.99 | -0.30 | +6.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPHAX | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | -0.10 | +1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.28 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.48 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.49 | +0.03 |
Correlation
The correlation between FPHAX and SWHFX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FPHAX vs. SWHFX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 5.83%, while SWHFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 5.83% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
Drawdowns
FPHAX vs. SWHFX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -38.26%, smaller than the maximum SWHFX drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for FPHAX and SWHFX.
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Drawdown Indicators
| FPHAX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.26% | -43.10% | +4.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -12.25% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.82% | -19.35% | -9.47% |
Max Drawdown (10Y)Largest decline over 10 years | -28.82% | -27.28% | -1.54% |
Current DrawdownCurrent decline from peak | -9.82% | -11.81% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -8.15% | -1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 5.62% | -1.27% |
Volatility
FPHAX vs. SWHFX - Volatility Comparison
Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a higher volatility of 6.10% compared to Schwab Health Care Fund™ (SWHFX) at 4.40%. This indicates that FPHAX's price experiences larger fluctuations and is considered to be riskier than SWHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPHAX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 4.40% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 14.17% | 12.09% | +2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.39% | 18.18% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 14.46% | +3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 15.92% | +1.86% |