FSHCX vs. VGHCX

In the year-to-date period, FSHCX achieves a -1.23% return, which is significantly higher than VGHCX's -7.29% return. Over the past 10 years, FSHCX has outperformed VGHCX with an annualized return of 1.06%, while VGHCX has yielded a comparatively lower -2.34% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSHCX has a 0.71% expense ratio, which is higher than VGHCX's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Health Care Services Portfolio (FSHCX) 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.

The current FSHCX Sharpe Ratio is -0.94, which is comparable to the VGHCX Sharpe Ratio of -1.18. The chart below compares the historical Sharpe Ratios of FSHCX and VGHCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSHCX's dividend yield for the trailing twelve months is around 0.70%, less than VGHCX's 1.01% yield.

The maximum FSHCX drawdown since its inception was -57.77%, which is greater than VGHCX's maximum drawdown of -45.86%. Use the drawdown chart below to compare losses from any high point for FSHCX and VGHCX. For additional features, visit the drawdowns tool.

Fidelity Select Health Care Services Portfolio (FSHCX) has a higher volatility of 10.58% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 7.65%. This indicates that FSHCX'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.