FSPHX vs. VHCIX
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. VHCIX is managed by Vanguard. It was launched on Feb 5, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPHX or VHCIX.
Key characteristics
| FSPHX | VHCIX | |
|---|---|---|
| YTD Return | 14.32% | 13.50% |
| 1Y Return | 23.74% | 20.04% |
| 3Y Return (Ann) | 2.01% | 5.76% |
| 5Y Return (Ann) | 11.41% | 12.09% |
| 10Y Return (Ann) | 10.64% | 11.27% |
| Sharpe Ratio | 1.80 | 1.78 |
| Sortino Ratio | 2.53 | 2.45 |
| Omega Ratio | 1.31 | 1.33 |
| Calmar Ratio | 1.02 | 1.38 |
| Martin Ratio | 8.24 | 8.55 |
| Ulcer Index | 2.98% | 2.34% |
| Daily Std Dev | 13.60% | 11.22% |
| Max Drawdown | -91.65% | -39.12% |
| Current Drawdown | -1.03% | -1.90% |
Correlation
The correlation between FSPHX and VHCIX is 0.93, 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. VHCIX - Performance Comparison
In the year-to-date period, FSPHX achieves a 14.32% return, which is significantly higher than VHCIX's 13.50% return. Over the past 10 years, FSPHX has underperformed VHCIX with an annualized return of 10.64%, while VHCIX has yielded a comparatively higher 11.27% 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. VHCIX - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than VHCIX's 0.10% expense ratio.
Risk-Adjusted Performance
FSPHX vs. VHCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX). 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. VHCIX - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 2.92%, more than VHCIX's 1.37% 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% |
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.37% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.13% |
Drawdowns
FSPHX vs. VHCIX - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -91.65%, which is greater than VHCIX's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for FSPHX and VHCIX. For additional features, visit the drawdowns tool.
Volatility
FSPHX vs. VHCIX - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 3.59% compared to Vanguard Health Care Index Fund Admiral Shares (VHCIX) at 2.75%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than VHCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.