FSHCX vs. VGHCX
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Vanguard Health Care Fund Investor Shares (VGHCX).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
FSHCX vs. VGHCX - Performance Comparison
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FSHCX vs. VGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | -13.20% | 3.85% | -13.21% | 1.52% | 0.86% | 20.22% | 18.58% | 19.91% | 10.17% | 24.46% |
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, FSHCX achieves a -13.20% return, which is significantly lower than VGHCX's -5.90% return. Over the past 10 years, FSHCX has underperformed VGHCX with an annualized return of 6.88%, while VGHCX has yielded a comparatively higher 9.25% annualized return.
FSHCX
- 1D
- 0.02%
- 1M
- -11.93%
- YTD
- -13.20%
- 6M
- -12.00%
- 1Y
- -21.02%
- 3Y*
- -5.07%
- 5Y*
- -1.99%
- 10Y*
- 6.88%
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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FSHCX vs. VGHCX - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Return for Risk
FSHCX vs. VGHCX — Risk / Return Rank
FSHCX
VGHCX
FSHCX vs. VGHCX - Risk-Adjusted Trends Comparison
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.
| FSHCX | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | 0.53 | -1.41 |
Sortino ratioReturn per unit of downside risk | -1.05 | 0.83 | -1.88 |
Omega ratioGain probability vs. loss probability | 0.85 | 1.10 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.73 | 1.14 | -1.87 |
Martin ratioReturn relative to average drawdown | -1.29 | 2.80 | -4.09 |
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
| FSHCX | VGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | 0.53 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.44 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.53 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.93 | -0.41 |
Correlation
The correlation between FSHCX and VGHCX is 0.70, 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.
Dividends
FSHCX vs. VGHCX - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.87%, less than VGHCX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.87% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
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
FSHCX vs. VGHCX - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.81%, which is greater than VGHCX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for FSHCX and VGHCX.
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Drawdown Indicators
| FSHCX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.81% | -36.93% | -20.88% |
Max Drawdown (1Y)Largest decline over 1 year | -28.32% | -9.20% | -19.12% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -16.95% | -12.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -27.18% | -8.30% |
Current DrawdownCurrent decline from peak | -25.72% | -8.80% | -16.92% |
Average DrawdownAverage peak-to-trough decline | -11.36% | -5.25% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.92% | 3.91% | +12.01% |
Volatility
FSHCX vs. VGHCX - Volatility Comparison
The current volatility for Fidelity Select Health Care Services Portfolio (FSHCX) is 4.32%, while Vanguard Health Care Fund Investor Shares (VGHCX) has a volatility of 4.82%. This indicates that FSHCX experiences smaller price fluctuations and is considered to be less risky 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
| FSHCX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 4.82% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 14.42% | 10.26% | +4.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.02% | 17.43% | +5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 18.05% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 17.62% | +3.78% |