FSPHX vs. RSPH
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Invesco S&P 500 Equal Weight Health Care ETF (RSPH).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. RSPH is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Health Care -SEC. It was launched on Nov 1, 2006.
Performance
FSPHX vs. RSPH - Performance Comparison
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FSPHX vs. RSPH - 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% |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | -5.02% | 9.52% | -0.94% | 3.95% | -9.40% | 23.19% | 18.83% | 25.48% | -0.66% | 23.70% |
Returns By Period
In the year-to-date period, FSPHX achieves a -9.67% return, which is significantly lower than RSPH's -5.02% return. Over the past 10 years, FSPHX has outperformed RSPH with an annualized return of 8.61%, while RSPH has yielded a comparatively lower 8.17% 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%
RSPH
- 1D
- 1.85%
- 1M
- -9.05%
- YTD
- -5.02%
- 6M
- 3.10%
- 1Y
- 2.26%
- 3Y*
- 1.88%
- 5Y*
- 3.11%
- 10Y*
- 8.17%
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FSPHX vs. RSPH - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than RSPH's 0.40% expense ratio.
Return for Risk
FSPHX vs. RSPH — Risk / Return Rank
FSPHX
RSPH
FSPHX vs. RSPH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Invesco S&P 500 Equal Weight Health Care ETF (RSPH). 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 | RSPH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.12 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.10 | 0.30 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.04 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 0.27 | -0.35 |
Martin ratioReturn relative to average drawdown | -0.25 | 0.77 | -1.02 |
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 | RSPH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.12 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.19 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.46 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.58 | +0.17 |
Correlation
The correlation between FSPHX and RSPH is 0.87, 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. RSPH - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.60%, more than RSPH's 0.74% 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% |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | 0.74% | 0.70% | 0.71% | 0.66% | 0.64% | 0.50% | 0.51% | 0.54% | 0.53% | 0.47% | 0.48% | 0.49% |
Drawdowns
FSPHX vs. RSPH - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, which is greater than RSPH's maximum drawdown of -40.49%. Use the drawdown chart below to compare losses from any high point for FSPHX and RSPH.
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Drawdown Indicators
| FSPHX | RSPH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -40.49% | -3.96% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -10.87% | -7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -21.95% | -7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -30.44% | +1.13% |
Current DrawdownCurrent decline from peak | -18.32% | -9.05% | -9.27% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -6.13% | -3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.26% | 3.77% | +2.49% |
Volatility
FSPHX vs. RSPH - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) and Invesco S&P 500 Equal Weight Health Care ETF (RSPH) have volatilities of 5.62% and 5.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPHX | RSPH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 5.56% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 10.78% | +2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 19.06% | +1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 16.18% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 17.73% | +1.26% |