FSHCX vs. SCHD
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Schwab US Dividend Equity ETF (SCHD).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHCX or SCHD.
Performance
FSHCX vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, FSHCX achieves a -8.35% return, which is significantly lower than SCHD's 15.93% return. Over the past 10 years, FSHCX has underperformed SCHD with an annualized return of 4.37%, while SCHD has yielded a comparatively higher 11.46% annualized return.
FSHCX
-8.35%
-3.27%
-2.98%
-5.09%
4.52%
4.37%
SCHD
15.93%
-0.59%
9.36%
25.99%
12.42%
11.46%
Key characteristics
| FSHCX | SCHD | |
|---|---|---|
| Sharpe Ratio | -0.34 | 2.25 |
| Sortino Ratio | -0.37 | 3.25 |
| Omega Ratio | 0.95 | 1.39 |
| Calmar Ratio | -0.32 | 3.05 |
| Martin Ratio | -0.81 | 12.25 |
| Ulcer Index | 6.79% | 2.04% |
| Daily Std Dev | 16.07% | 11.09% |
| Max Drawdown | -57.77% | -33.37% |
| Current Drawdown | -15.16% | -1.82% |
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FSHCX vs. SCHD - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between FSHCX and SCHD 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.
Risk-Adjusted Performance
FSHCX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Health Care Services Portfolio (FSHCX) and Schwab US Dividend Equity ETF (SCHD). 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
FSHCX vs. SCHD - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.39%, less than SCHD's 3.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.39% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% | 5.98% |
SCHD Schwab US Dividend Equity ETF | 3.41% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FSHCX vs. SCHD - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.77%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FSHCX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FSHCX vs. SCHD - Volatility Comparison
Fidelity Select Health Care Services Portfolio (FSHCX) has a higher volatility of 6.04% compared to Schwab US Dividend Equity ETF (SCHD) at 3.55%. This indicates that FSHCX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.