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.
Performance
FSPHX vs. VHT - Performance Comparison
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FSPHX vs. VHT - 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% |
VHT Vanguard Health Care ETF | -5.04% | 15.46% | 2.66% | 2.52% | -5.60% | 20.57% | 18.29% | 21.87% | 5.58% | 23.26% |
Returns By Period
In the year-to-date period, FSPHX achieves a -9.67% return, which is significantly lower than VHT's -5.04% return. Over the past 10 years, FSPHX has underperformed VHT with an annualized return of 8.61%, while VHT has yielded a comparatively higher 9.72% 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%
VHT
- 1D
- 2.24%
- 1M
- -7.50%
- YTD
- -5.04%
- 6M
- 5.91%
- 1Y
- 4.70%
- 3Y*
- 6.16%
- 5Y*
- 5.09%
- 10Y*
- 9.72%
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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.
Return for Risk
FSPHX vs. VHT — Risk / Return Rank
FSPHX
VHT
FSPHX vs. VHT - Risk-Adjusted Trends 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.
| FSPHX | VHT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.27 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.10 | 0.49 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.06 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 0.51 | -0.60 |
Martin ratioReturn relative to average drawdown | -0.25 | 1.09 | -1.35 |
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 | VHT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.27 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.34 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.58 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.56 | +0.18 |
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.
Dividends
FSPHX vs. VHT - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.60%, more than VHT's 1.73% 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% |
VHT Vanguard Health Care ETF | 1.73% | 1.61% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
Drawdowns
FSPHX vs. VHT - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, 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.
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Drawdown Indicators
| FSPHX | VHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -39.12% | -5.33% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -10.40% | -7.92% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -17.71% | -11.60% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -28.85% | -0.46% |
Current DrawdownCurrent decline from peak | -18.32% | -8.05% | -10.27% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -5.98% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.26% | 4.96% | +1.30% |
Volatility
FSPHX vs. VHT - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 5.62% compared to Vanguard Health Care ETF (VHT) at 5.10%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPHX | VHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 5.10% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 10.28% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 17.61% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 14.85% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 16.94% | +2.05% |