FSPHX vs. VIG

In the year-to-date period, FSPHX achieves a -5.65% return, which is significantly lower than VIG's -3.20% return. Over the past 10 years, FSPHX has underperformed VIG with an annualized return of 1.04%, while VIG has yielded a comparatively higher 10.94% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSPHX has a 0.69% expense ratio, which is higher than VIG's 0.06% expense ratio.

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.

The current FSPHX Sharpe Ratio is -0.52, which is lower than the VIG Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of FSPHX and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSPHX's dividend yield for the trailing twelve months is around 0.02%, less than VIG's 1.88% yield.

The maximum FSPHX drawdown since its inception was -43.87%, 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. For additional features, visit the drawdowns tool.

The current volatility for Fidelity® Select Health Care Portfolio (FSPHX) is 9.99%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 11.67%. This indicates that FSPHX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.