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.
Key characteristics
| FSPHX | VGT | |
|---|---|---|
| YTD Return | 14.32% | 24.44% |
| 1Y Return | 23.74% | 41.59% |
| 3Y Return (Ann) | 2.01% | 13.48% |
| 5Y Return (Ann) | 11.41% | 23.71% |
| 10Y Return (Ann) | 10.64% | 21.75% |
| Sharpe Ratio | 1.80 | 1.96 |
| Sortino Ratio | 2.53 | 2.54 |
| Omega Ratio | 1.31 | 1.34 |
| Calmar Ratio | 1.02 | 2.69 |
| Martin Ratio | 8.24 | 9.58 |
| Ulcer Index | 2.98% | 4.28% |
| Daily Std Dev | 13.60% | 20.87% |
| Max Drawdown | -91.65% | -54.63% |
| Current Drawdown | -1.03% | -1.44% |
Correlation
The correlation between FSPHX and VGT is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSPHX vs. VGT - Performance Comparison
In the year-to-date period, FSPHX achieves a 14.32% return, which is significantly lower than VGT's 24.44% return. Over the past 10 years, FSPHX has underperformed VGT with an annualized return of 10.64%, while VGT has yielded a comparatively higher 21.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 2.92%, more than VGT's 0.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 2.92% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.09% | 2.44% | 0.18% | 11.63% | 13.82% | 10.40% |
VGT Vanguard Information Technology ETF | 0.62% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
FSPHX vs. VGT - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -91.65%, which is greater than VGT's maximum 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 3.59%, while Vanguard Information Technology ETF (VGT) has a volatility of 5.50%. 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.