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.
Key characteristics
| FSPHX | VOO | |
|---|---|---|
| YTD Return | 14.32% | 23.75% |
| 1Y Return | 23.74% | 35.49% |
| 3Y Return (Ann) | 2.01% | 11.02% |
| 5Y Return (Ann) | 11.41% | 16.24% |
| 10Y Return (Ann) | 10.64% | 14.04% |
| Sharpe Ratio | 1.80 | 2.85 |
| Sortino Ratio | 2.53 | 3.80 |
| Omega Ratio | 1.31 | 1.52 |
| Calmar Ratio | 1.02 | 3.05 |
| Martin Ratio | 8.24 | 17.77 |
| Ulcer Index | 2.98% | 2.00% |
| Daily Std Dev | 13.60% | 12.45% |
| Max Drawdown | -91.65% | -33.99% |
| Current Drawdown | -1.03% | -0.34% |
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
In the year-to-date period, FSPHX achieves a 14.32% return, which is significantly lower than VOO's 23.75% return. Over the past 10 years, FSPHX has underperformed VOO with an annualized return of 10.64%, while VOO has yielded a comparatively higher 14.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 2.92%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 2.92% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.09% | 2.44% | 0.18% | 11.63% | 13.82% | 10.40% |
VOO Vanguard S&P 500 ETF | 1.26% | 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 3.59% compared to Vanguard S&P 500 ETF (VOO) at 3.04%. 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.