FSHCX vs. VOO
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Vanguard S&P 500 ETF (VOO).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHCX or VOO.
Performance
FSHCX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FSHCX achieves a -8.35% return, which is significantly lower than VOO's 24.51% return. Over the past 10 years, FSHCX has underperformed VOO with an annualized return of 4.37%, while VOO has yielded a comparatively higher 13.12% annualized return.
FSHCX
-8.35%
-3.27%
-2.98%
-5.09%
4.52%
4.37%
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| FSHCX | VOO | |
|---|---|---|
| Sharpe Ratio | -0.34 | 2.64 |
| Sortino Ratio | -0.37 | 3.53 |
| Omega Ratio | 0.95 | 1.49 |
| Calmar Ratio | -0.32 | 3.81 |
| Martin Ratio | -0.81 | 17.34 |
| Ulcer Index | 6.79% | 1.86% |
| Daily Std Dev | 16.07% | 12.20% |
| Max Drawdown | -57.77% | -33.99% |
| Current Drawdown | -15.16% | -2.16% |
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FSHCX vs. VOO - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between FSHCX and VOO is 0.66, 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. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Health Care Services Portfolio (FSHCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.39%, less than VOO's 1.26% 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% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FSHCX vs. VOO - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.77%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSHCX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSHCX vs. VOO - Volatility Comparison
Fidelity Select Health Care Services Portfolio (FSHCX) has a higher volatility of 6.04% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that FSHCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.