FSPHX vs. FXH
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and First Trust Health Care AlphaDEX Fund (FXH).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. FXH is a passively managed fund by First Trust that tracks the performance of the StrataQuant Health Care Index. It was launched on May 8, 2007.
Performance
FSPHX vs. FXH - Performance Comparison
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FSPHX vs. FXH - 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% |
FXH First Trust Health Care AlphaDEX Fund | -3.39% | 10.16% | 0.96% | -4.53% | -12.24% | 15.20% | 28.00% | 22.26% | -1.33% | 21.82% |
Returns By Period
In the year-to-date period, FSPHX achieves a -9.67% return, which is significantly lower than FXH's -3.39% return. Over the past 10 years, FSPHX has outperformed FXH with an annualized return of 8.61%, while FXH has yielded a comparatively lower 7.08% 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%
FXH
- 1D
- 4.35%
- 1M
- -5.40%
- YTD
- -3.39%
- 6M
- 0.38%
- 1Y
- 6.90%
- 3Y*
- 1.21%
- 5Y*
- 0.43%
- 10Y*
- 7.08%
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FSPHX vs. FXH - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than FXH's 0.61% expense ratio.
Return for Risk
FSPHX vs. FXH — Risk / Return Rank
FSPHX
FXH
FSPHX vs. FXH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and First Trust Health Care AlphaDEX Fund (FXH). 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 | FXH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.36 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.10 | 0.66 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.08 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 0.61 | -0.69 |
Martin ratioReturn relative to average drawdown | -0.25 | 1.90 | -2.15 |
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 | FXH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.36 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.03 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.38 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.50 | +0.24 |
Correlation
The correlation between FSPHX and FXH is 0.88, 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. FXH - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.60%, more than FXH's 0.88% 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% |
FXH First Trust Health Care AlphaDEX Fund | 0.88% | 0.75% | 0.41% | 0.24% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSPHX vs. FXH - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, roughly equal to the maximum FXH drawdown of -43.70%. Use the drawdown chart below to compare losses from any high point for FSPHX and FXH.
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Drawdown Indicators
| FSPHX | FXH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -43.70% | -0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -12.20% | -6.12% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -29.49% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -30.61% | +1.30% |
Current DrawdownCurrent decline from peak | -18.32% | -12.76% | -5.56% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -9.45% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.26% | 3.90% | +2.36% |
Volatility
FSPHX vs. FXH - Volatility Comparison
The current volatility for Fidelity® Select Health Care Portfolio (FSPHX) is 5.62%, while First Trust Health Care AlphaDEX Fund (FXH) has a volatility of 7.18%. This indicates that FSPHX experiences smaller price fluctuations and is considered to be less risky than FXH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPHX | FXH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 7.18% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 11.75% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 19.22% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 16.46% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 18.46% | +0.53% |