FSPHX vs. VOO
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard S&P 500 ETF (VOO).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPHX or VOO.
Correlation
The correlation between FSPHX and VOO is 0.75, 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. VOO - Performance Comparison
Key characteristics
FSPHX:
-0.66
VOO:
0.34
FSPHX:
-0.77
VOO:
0.53
FSPHX:
0.90
VOO:
1.07
FSPHX:
-0.43
VOO:
0.42
FSPHX:
-1.36
VOO:
1.60
FSPHX:
7.93%
VOO:
3.13%
FSPHX:
16.31%
VOO:
14.67%
FSPHX:
-91.65%
VOO:
-33.99%
FSPHX:
-25.07%
VOO:
-12.03%
Returns By Period
In the year-to-date period, FSPHX achieves a -2.75% return, which is significantly higher than VOO's -7.97% return. Over the past 10 years, FSPHX has underperformed VOO with an annualized return of 1.42%, while VOO has yielded a comparatively higher 11.99% annualized return.
FSPHX
-2.75%
-4.12%
-15.19%
-11.15%
1.61%
1.42%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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FSPHX vs. VOO - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSPHX vs. VOO — Risk-Adjusted Performance Rank
FSPHX
VOO
FSPHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 0.02%, less than VOO's 1.41% 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% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSPHX vs. VOO - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -91.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSPHX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSPHX vs. VOO - Volatility Comparison
The current volatility for Fidelity® Select Health Care Portfolio (FSPHX) is 5.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 7.31%. This indicates that FSPHX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.