FSPHX vs. VIG
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Dividend Appreciation ETF (VIG).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
FSPHX vs. VIG - Performance Comparison
Loading graphics...
FSPHX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | -6.16% | 9.36% | 4.91% | 4.13% | -12.82% | 11.58% | 24.57% | 31.48% | 7.15% | 23.83% |
VIG Vanguard Dividend Appreciation ETF | -1.48% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, FSPHX achieves a -6.16% return, which is significantly lower than VIG's -1.48% return. Over the past 10 years, FSPHX has underperformed VIG with an annualized return of 9.02%, while VIG has yielded a comparatively higher 12.29% annualized return.
FSPHX
- 1D
- 3.89%
- 1M
- -5.39%
- YTD
- -6.16%
- 6M
- -3.89%
- 1Y
- 5.13%
- 3Y*
- 3.68%
- 5Y*
- 1.36%
- 10Y*
- 9.02%
VIG
- 1D
- 0.29%
- 1M
- -4.68%
- YTD
- -1.48%
- 6M
- 0.22%
- 1Y
- 13.20%
- 3Y*
- 13.91%
- 5Y*
- 9.83%
- 10Y*
- 12.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSPHX vs. VIG - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
FSPHX vs. VIG — Risk / Return Rank
FSPHX
VIG
FSPHX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Dividend Appreciation ETF (VIG). 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 | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.87 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.33 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.20 | -1.08 |
Martin ratioReturn relative to average drawdown | 0.36 | 5.31 | -4.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSPHX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.87 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.69 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.77 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.57 | +0.17 |
Correlation
The correlation between FSPHX and VIG is 0.74, 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. VIG - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.43%, more than VIG's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 4.43% | 4.16% | 10.77% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.02% | 2.27% | 0.18% | 11.63% |
VIG Vanguard Dividend Appreciation ETF | 1.60% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
FSPHX vs. VIG - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FSPHX and VIG.
Loading graphics...
Drawdown Indicators
| FSPHX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -46.81% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -10.83% | -7.49% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -20.39% | -8.92% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -31.72% | +2.41% |
Current DrawdownCurrent decline from peak | -15.14% | -5.73% | -9.41% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -5.55% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.29% | 2.45% | +3.84% |
Volatility
FSPHX vs. VIG - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 7.06% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.05%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSPHX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 4.05% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 7.82% | +6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 15.28% | +5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 14.26% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.03% | 16.04% | +2.99% |