FSCPX vs. VGHCX
Compare and contrast key facts about Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Vanguard Health Care Fund Investor Shares (VGHCX).
FSCPX is managed by Fidelity. It was launched on Jun 28, 1990. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
FSCPX vs. VGHCX - Performance Comparison
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FSCPX vs. VGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCPX Fidelity Select Consumer Discretionary Portfolio | -11.31% | 7.88% | 24.56% | 41.81% | -34.88% | 19.23% | 35.68% | 27.06% | -1.03% | 21.70% |
VGHCX Vanguard Health Care Fund Investor Shares | -5.90% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
Returns By Period
In the year-to-date period, FSCPX achieves a -11.31% return, which is significantly lower than VGHCX's -5.90% return. Over the past 10 years, FSCPX has outperformed VGHCX with an annualized return of 10.93%, while VGHCX has yielded a comparatively lower 9.25% annualized return.
FSCPX
- 1D
- -0.03%
- 1M
- -9.97%
- YTD
- -11.31%
- 6M
- -9.98%
- 1Y
- 11.11%
- 3Y*
- 13.49%
- 5Y*
- 4.30%
- 10Y*
- 10.93%
VGHCX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.90%
- 6M
- 7.14%
- 1Y
- 9.73%
- 3Y*
- 9.19%
- 5Y*
- 7.98%
- 10Y*
- 9.25%
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FSCPX vs. VGHCX - Expense Ratio Comparison
FSCPX has a 0.76% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Return for Risk
FSCPX vs. VGHCX — Risk / Return Rank
FSCPX
VGHCX
FSCPX vs. VGHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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.
| FSCPX | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.53 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.85 | 0.83 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.14 | -0.67 |
Martin ratioReturn relative to average drawdown | 1.63 | 2.80 | -1.17 |
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
| FSCPX | VGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.53 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.44 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.53 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.93 | -0.40 |
Correlation
The correlation between FSCPX and VGHCX is 0.65, 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.
Dividends
FSCPX vs. VGHCX - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 6.52%, less than VGHCX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCPX Fidelity Select Consumer Discretionary Portfolio | 6.52% | 5.78% | 7.41% | 2.17% | 13.79% | 9.08% | 1.16% | 2.22% | 3.32% | 3.72% | 0.90% | 3.81% |
VGHCX Vanguard Health Care Fund Investor Shares | 7.02% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Drawdowns
FSCPX vs. VGHCX - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.76%, which is greater than VGHCX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for FSCPX and VGHCX.
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Drawdown Indicators
| FSCPX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.76% | -36.93% | -20.83% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -9.20% | -6.79% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -16.95% | -22.28% |
Max Drawdown (10Y)Largest decline over 10 years | -39.23% | -27.18% | -12.05% |
Current DrawdownCurrent decline from peak | -15.99% | -8.80% | -7.19% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -5.25% | -3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 3.91% | +0.71% |
Volatility
FSCPX vs. VGHCX - Volatility Comparison
Fidelity Select Consumer Discretionary Portfolio (FSCPX) has a higher volatility of 6.45% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 4.82%. This indicates that FSCPX's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCPX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 4.82% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 10.26% | +3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 17.43% | +7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.67% | 18.05% | +6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.59% | 17.62% | +4.97% |