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:
0.34
VOO:
2.04
FSPHX:
0.54
VOO:
2.72
FSPHX:
1.07
VOO:
1.38
FSPHX:
0.22
VOO:
3.02
FSPHX:
1.09
VOO:
13.60
FSPHX:
4.52%
VOO:
1.88%
FSPHX:
14.51%
VOO:
12.52%
FSPHX:
-91.65%
VOO:
-33.99%
FSPHX:
-17.61%
VOO:
-3.52%
Returns By Period
In the year-to-date period, FSPHX achieves a 1.32% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, FSPHX has underperformed VOO with an annualized return of 3.27%, while VOO has yielded a comparatively higher 13.02% annualized return.
FSPHX
1.32%
-2.96%
2.14%
3.92%
0.56%
3.27%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 0.00% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% | 10.40% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 4.46% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.