FSPHX vs. VHT
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Health Care ETF (VHT).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 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 VHT.
Correlation
The correlation between FSPHX and VHT is 0.92, 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. VHT - Performance Comparison
Key characteristics
FSPHX:
-0.46
VHT:
0.26
FSPHX:
-0.49
VHT:
0.44
FSPHX:
0.93
VHT:
1.05
FSPHX:
-0.31
VHT:
0.25
FSPHX:
-1.06
VHT:
0.64
FSPHX:
6.68%
VHT:
4.75%
FSPHX:
15.51%
VHT:
11.64%
FSPHX:
-91.65%
VHT:
-39.12%
FSPHX:
-19.32%
VHT:
-5.25%
Returns By Period
In the year-to-date period, FSPHX achieves a 4.70% return, which is significantly lower than VHT's 6.77% return. Over the past 10 years, FSPHX has underperformed VHT with an annualized return of 2.45%, while VHT has yielded a comparatively higher 8.87% annualized return.
FSPHX
4.70%
0.53%
-8.04%
-6.14%
-0.66%
2.45%
VHT
6.77%
2.91%
-3.74%
3.29%
8.20%
8.87%
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FSPHX vs. VHT - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than VHT's 0.10% expense ratio.
Risk-Adjusted Performance
FSPHX vs. VHT — Risk-Adjusted Performance Rank
FSPHX
VHT
FSPHX vs. VHT - 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 ETF (VHT). 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. VHT - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 0.02%, less than VHT's 1.43% 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% |
VHT Vanguard Health Care ETF | 1.43% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% |
Drawdowns
FSPHX vs. VHT - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -91.65%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for FSPHX and VHT. For additional features, visit the drawdowns tool.
Volatility
FSPHX vs. VHT - Volatility Comparison
The current volatility for Fidelity® Select Health Care Portfolio (FSPHX) is 3.18%, while Vanguard Health Care ETF (VHT) has a volatility of 3.61%. This indicates that FSPHX experiences smaller price fluctuations and is considered to be less risky than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.