FSPHX vs. FHLC
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity MSCI Health Care Index ETF (FHLC).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. FHLC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Health Care Index. It was launched on Oct 21, 2013.
Performance
FSPHX vs. FHLC - Performance Comparison
Loading graphics...
FSPHX vs. FHLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | -9.67% | 9.36% | 4.91% | 4.13% | -12.82% | 11.58% | 24.57% | 31.48% | 7.15% | 23.83% |
FHLC Fidelity MSCI Health Care Index ETF | -4.97% | 15.42% | 2.48% | 2.58% | -5.55% | 20.39% | 18.13% | 21.94% | 4.71% | 23.34% |
Returns By Period
In the year-to-date period, FSPHX achieves a -9.67% return, which is significantly lower than FHLC's -4.97% return. Over the past 10 years, FSPHX has underperformed FHLC with an annualized return of 8.61%, while FHLC has yielded a comparatively higher 9.60% annualized return.
FSPHX
- 1D
- -0.66%
- 1M
- -9.51%
- YTD
- -9.67%
- 6M
- -6.38%
- 1Y
- -0.19%
- 3Y*
- 2.37%
- 5Y*
- 0.64%
- 10Y*
- 8.61%
FHLC
- 1D
- 2.28%
- 1M
- -7.46%
- YTD
- -4.97%
- 6M
- 5.95%
- 1Y
- 4.53%
- 3Y*
- 6.14%
- 5Y*
- 5.07%
- 10Y*
- 9.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSPHX vs. FHLC - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than FHLC's 0.08% expense ratio.
Return for Risk
FSPHX vs. FHLC — Risk / Return Rank
FSPHX
FHLC
FSPHX vs. FHLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity MSCI Health Care Index ETF (FHLC). 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.
| FSPHX | FHLC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.26 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.10 | 0.48 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.06 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 0.51 | -0.60 |
Martin ratioReturn relative to average drawdown | -0.25 | 1.08 | -1.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSPHX | FHLC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.26 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.34 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.57 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.61 | +0.13 |
Correlation
The correlation between FSPHX and FHLC is 0.91, 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
FSPHX vs. FHLC - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.60%, more than FHLC's 1.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 4.60% | 4.16% | 10.77% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.02% | 2.27% | 0.18% | 11.63% |
FHLC Fidelity MSCI Health Care Index ETF | 1.44% | 1.40% | 1.51% | 1.40% | 1.30% | 1.16% | 1.45% | 1.18% | 1.38% | 1.38% | 1.40% | 2.07% |
Drawdowns
FSPHX vs. FHLC - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, which is greater than FHLC's maximum drawdown of -28.76%. Use the drawdown chart below to compare losses from any high point for FSPHX and FHLC.
Loading graphics...
Drawdown Indicators
| FSPHX | FHLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -28.76% | -15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -10.38% | -7.94% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -17.73% | -11.58% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -28.76% | -0.55% |
Current DrawdownCurrent decline from peak | -18.32% | -7.99% | -10.33% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -5.16% | -4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.26% | 5.04% | +1.22% |
Volatility
FSPHX vs. FHLC - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 5.62% compared to Fidelity MSCI Health Care Index ETF (FHLC) at 5.14%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than FHLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSPHX | FHLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 5.14% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 10.26% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 17.61% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 14.85% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 16.82% | +2.17% |