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 Investments. It was launched on Jun 28, 1990. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCPX or VGHCX.
Key characteristics
| FSCPX | VGHCX | |
|---|---|---|
| YTD Return | 11.40% | 11.65% |
| 1Y Return | 27.82% | 17.22% |
| 3Y Return (Ann) | 2.44% | 6.75% |
| 5Y Return (Ann) | 11.53% | 11.58% |
| 10Y Return (Ann) | 12.34% | 9.84% |
| Sharpe Ratio | 1.57 | 1.46 |
| Sortino Ratio | 2.13 | 2.02 |
| Omega Ratio | 1.27 | 1.26 |
| Calmar Ratio | 0.97 | 1.56 |
| Martin Ratio | 7.38 | 6.73 |
| Ulcer Index | 3.84% | 2.54% |
| Daily Std Dev | 18.06% | 11.72% |
| Max Drawdown | -57.37% | -36.98% |
| Current Drawdown | -1.78% | -4.78% |
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.
Performance
FSCPX vs. VGHCX - Performance Comparison
The year-to-date returns for both investments are quite close, with FSCPX having a 11.40% return and VGHCX slightly higher at 11.65%. Over the past 10 years, FSCPX has outperformed VGHCX with an annualized return of 12.34%, while VGHCX has yielded a comparatively lower 9.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
FSCPX vs. VGHCX - Risk-Adjusted Performance 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.
Dividends
FSCPX vs. VGHCX - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 2.18%, less than VGHCX's 6.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCPX Fidelity Select Consumer Discretionary Portfolio | 2.18% | 2.17% | 13.79% | 9.08% | 1.16% | 2.22% | 3.35% | 4.05% | 0.90% | 3.89% | 7.79% | 8.57% |
VGHCX Vanguard Health Care Fund Investor Shares | 6.35% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% | 8.73% |
Drawdowns
FSCPX vs. VGHCX - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.37%, which is greater than VGHCX's maximum drawdown of -36.98%. Use the drawdown chart below to compare losses from any high point for FSCPX and VGHCX. For additional features, visit the drawdowns tool.
Volatility
FSCPX vs. VGHCX - Volatility Comparison
Fidelity Select Consumer Discretionary Portfolio (FSCPX) has a higher volatility of 4.11% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 2.86%. 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.