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:
-0.92
VHT:
-0.44
FSPHX:
-1.11
VHT:
-0.49
FSPHX:
0.85
VHT:
0.94
FSPHX:
-0.54
VHT:
-0.41
FSPHX:
-1.95
VHT:
-1.13
FSPHX:
8.06%
VHT:
5.10%
FSPHX:
17.08%
VHT:
13.12%
FSPHX:
-91.65%
VHT:
-39.12%
FSPHX:
-28.91%
VHT:
-14.03%
Returns By Period
In the year-to-date period, FSPHX achieves a -7.74% return, which is significantly lower than VHT's -3.11% return. Over the past 10 years, FSPHX has underperformed VHT with an annualized return of 0.88%, while VHT has yielded a comparatively higher 7.75% annualized return.
FSPHX
-7.74%
-10.18%
-20.02%
-14.91%
0.54%
0.88%
VHT
-3.11%
-9.76%
-11.21%
-4.47%
10.15%
7.75%
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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 1.63% 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 | 1.63% | 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
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 7.78% compared to Vanguard Health Care ETF (VHT) at 6.61%. 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.