FPHAX vs. VGHAX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. VGHAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPHAX or VGHAX.
Correlation
The correlation between FPHAX and VGHAX is 0.88, 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.
Performance
FPHAX vs. VGHAX - Performance Comparison
Key characteristics
FPHAX:
0.87
VGHAX:
-0.82
FPHAX:
1.28
VGHAX:
-0.94
FPHAX:
1.16
VGHAX:
0.86
FPHAX:
0.73
VGHAX:
-0.50
FPHAX:
2.24
VGHAX:
-2.11
FPHAX:
6.30%
VGHAX:
5.77%
FPHAX:
16.29%
VGHAX:
14.86%
FPHAX:
-37.34%
VGHAX:
-45.79%
FPHAX:
-17.42%
VGHAX:
-23.46%
Returns By Period
In the year-to-date period, FPHAX achieves a 10.68% return, which is significantly higher than VGHAX's -11.85% return. Over the past 10 years, FPHAX has outperformed VGHAX with an annualized return of 3.44%, while VGHAX has yielded a comparatively lower -0.60% annualized return.
FPHAX
10.68%
-2.21%
-13.10%
13.32%
3.16%
3.44%
VGHAX
-11.85%
-11.42%
-16.53%
-13.07%
-1.84%
-0.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPHAX vs. VGHAX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is higher than VGHAX's 0.25% expense ratio.
Risk-Adjusted Performance
FPHAX vs. VGHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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. VGHAX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 0.20%, less than VGHAX's 1.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.20% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% | 11.12% |
VGHAX Vanguard Health Care Fund Admiral Shares | 1.03% | 0.89% | 0.83% | 0.91% | 0.93% | 1.22% | 1.28% | 1.06% | 1.06% | 1.24% | 1.05% | 1.32% |
Drawdowns
FPHAX vs. VGHAX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -37.34%, smaller than the maximum VGHAX drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for FPHAX and VGHAX. For additional features, visit the drawdowns tool.
Volatility
FPHAX vs. VGHAX - Volatility Comparison
The current volatility for Fidelity Select Pharmaceuticals Portfolio (FPHAX) is 5.31%, while Vanguard Health Care Fund Admiral Shares (VGHAX) has a volatility of 10.00%. This indicates that FPHAX experiences smaller price fluctuations and is considered to be less risky than VGHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.