FSPHX vs. VGT
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Information Technology ETF (VGT).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPHX or VGT.
Correlation
The correlation between FSPHX and VGT is 0.77, 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. VGT - Performance Comparison
Key characteristics
FSPHX:
-0.52
VGT:
0.37
FSPHX:
-0.59
VGT:
0.71
FSPHX:
0.92
VGT:
1.10
FSPHX:
-0.30
VGT:
0.41
FSPHX:
-1.02
VGT:
1.41
FSPHX:
9.14%
VGT:
7.90%
FSPHX:
18.03%
VGT:
29.95%
FSPHX:
-43.87%
VGT:
-54.63%
FSPHX:
-27.30%
VGT:
-15.44%
Returns By Period
In the year-to-date period, FSPHX achieves a -5.65% return, which is significantly higher than VGT's -11.99% return. Over the past 10 years, FSPHX has underperformed VGT with an annualized return of 1.04%, while VGT has yielded a comparatively higher 18.64% annualized return.
FSPHX
-5.65%
-6.00%
-16.57%
-8.91%
-1.80%
1.04%
VGT
-11.99%
-2.96%
-8.98%
10.91%
19.45%
18.64%
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FSPHX vs. VGT - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FSPHX vs. VGT — Risk-Adjusted Performance Rank
FSPHX
VGT
FSPHX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 0.02%, less than VGT's 0.58% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 0.02% | 0.02% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FSPHX vs. VGT - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -43.87%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FSPHX and VGT. For additional features, visit the drawdowns tool.
Volatility
FSPHX vs. VGT - Volatility Comparison
The current volatility for Fidelity® Select Health Care Portfolio (FSPHX) is 9.99%, while Vanguard Information Technology ETF (VGT) has a volatility of 19.16%. This indicates that FSPHX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.