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:
-0.52
VOO:
0.54
FSPHX:
-0.59
VOO:
0.88
FSPHX:
0.92
VOO:
1.13
FSPHX:
-0.30
VOO:
0.55
FSPHX:
-1.02
VOO:
2.27
FSPHX:
9.14%
VOO:
4.55%
FSPHX:
18.03%
VOO:
19.19%
FSPHX:
-43.87%
VOO:
-33.99%
FSPHX:
-27.30%
VOO:
-9.90%
Returns By Period
The year-to-date returns for both stocks are quite close, with FSPHX having a -5.65% return and VOO slightly lower at -5.74%. Over the past 10 years, FSPHX has underperformed VOO with an annualized return of 1.04%, while VOO has yielded a comparatively higher 12.07% annualized return.
FSPHX
-5.65%
-6.00%
-16.57%
-8.91%
-1.80%
1.04%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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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 1.38% 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 | 1.38% | 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 -43.87%, 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 9.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.