FSPHX vs. FXAIX
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity 500 Index Fund (FXAIX).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FSPHX vs. FXAIX - Performance Comparison
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FSPHX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | -6.16% | 9.36% | 4.91% | 4.13% | -12.82% | 11.58% | 24.57% | 31.48% | 7.15% | 23.83% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FSPHX achieves a -6.16% return, which is significantly lower than FXAIX's -4.34% return. Over the past 10 years, FSPHX has underperformed FXAIX with an annualized return of 9.02%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FSPHX
- 1D
- 3.89%
- 1M
- -5.39%
- YTD
- -6.16%
- 6M
- -3.89%
- 1Y
- 5.13%
- 3Y*
- 3.68%
- 5Y*
- 1.36%
- 10Y*
- 9.02%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FSPHX vs. FXAIX - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FSPHX vs. FXAIX — Risk / Return Rank
FSPHX
FXAIX
FSPHX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.97 | -0.79 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.49 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.52 | -1.40 |
Martin ratioReturn relative to average drawdown | 0.36 | 7.30 | -6.94 |
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
| FSPHX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.97 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.70 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.78 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.76 | -0.01 |
Correlation
The correlation between FSPHX and FXAIX is 0.75, 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. FXAIX - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.43%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 4.43% | 4.16% | 10.77% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.02% | 2.27% | 0.18% | 11.63% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FSPHX vs. FXAIX - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSPHX and FXAIX.
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Drawdown Indicators
| FSPHX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -33.79% | -10.66% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -12.13% | -6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -24.50% | -4.81% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -33.79% | +4.48% |
Current DrawdownCurrent decline from peak | -15.14% | -6.23% | -8.91% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -3.83% | -5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.29% | 2.53% | +3.76% |
Volatility
FSPHX vs. FXAIX - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 7.06% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPHX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 5.34% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 9.53% | +4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 18.32% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 16.92% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.03% | 18.05% | +0.98% |