FSPHX vs. FSPGX
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPHX or FSPGX.
Key characteristics
| FSPHX | FSPGX | |
|---|---|---|
| YTD Return | 13.39% | 25.90% |
| 1Y Return | 23.52% | 38.90% |
| 3Y Return (Ann) | 1.74% | 11.00% |
| 5Y Return (Ann) | 11.29% | 19.67% |
| Sharpe Ratio | 1.82 | 2.39 |
| Sortino Ratio | 2.55 | 3.09 |
| Omega Ratio | 1.32 | 1.43 |
| Calmar Ratio | 1.03 | 2.60 |
| Martin Ratio | 8.31 | 11.73 |
| Ulcer Index | 2.98% | 3.45% |
| Daily Std Dev | 13.62% | 16.93% |
| Max Drawdown | -91.65% | -32.66% |
| Current Drawdown | -1.83% | -0.99% |
Correlation
The correlation between FSPHX and FSPGX is 0.72, 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.
Performance
FSPHX vs. FSPGX - Performance Comparison
In the year-to-date period, FSPHX achieves a 13.39% return, which is significantly lower than FSPGX's 25.90% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. FSPGX - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FSPHX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
FSPHX vs. FSPGX - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 2.94%, more than FSPGX's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 2.94% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.09% | 2.44% | 0.18% | 11.63% | 13.82% | 10.40% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.44% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSPHX vs. FSPGX - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -91.65%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FSPHX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FSPHX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity® Select Health Care Portfolio (FSPHX) is 3.59%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 4.01%. This indicates that FSPHX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.