FSPHX vs. VTI
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Total Stock Market ETF (VTI).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
FSPHX vs. VTI - Performance Comparison
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FSPHX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | -6.16% | 9.36% | 4.91% | 4.13% | -12.82% | 11.58% | 24.57% | 31.48% | 7.15% | 23.83% |
VTI Vanguard Total Stock Market ETF | -3.29% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, FSPHX achieves a -6.16% return, which is significantly lower than VTI's -3.29% return. Over the past 10 years, FSPHX has underperformed VTI with an annualized return of 9.02%, while VTI has yielded a comparatively higher 13.69% annualized return.
FSPHX
- 1D
- 3.89%
- 1M
- -5.39%
- YTD
- -6.16%
- 6M
- -3.89%
- 1Y
- 5.13%
- 3Y*
- 3.68%
- 5Y*
- 1.36%
- 10Y*
- 9.02%
VTI
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.29%
- 6M
- -1.26%
- 1Y
- 18.60%
- 3Y*
- 18.14%
- 5Y*
- 10.63%
- 10Y*
- 13.69%
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FSPHX vs. VTI - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
FSPHX vs. VTI — Risk / Return Rank
FSPHX
VTI
FSPHX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Vanguard Total Stock Market ETF (VTI). 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.
| FSPHX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.98 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.52 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.54 | -1.42 |
Martin ratioReturn relative to average drawdown | 0.36 | 7.30 | -6.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSPHX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.98 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.61 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.75 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.48 | +0.27 |
Correlation
The correlation between FSPHX and VTI is 0.77, 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.
Dividends
FSPHX vs. VTI - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.43%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 4.43% | 4.16% | 10.77% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.02% | 2.27% | 0.18% | 11.63% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
FSPHX vs. VTI - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FSPHX and VTI.
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Drawdown Indicators
| FSPHX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -55.45% | +11.00% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -12.30% | -6.02% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -25.36% | -3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -35.00% | +5.69% |
Current DrawdownCurrent decline from peak | -15.14% | -5.54% | -9.60% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -8.08% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.29% | 2.60% | +3.69% |
Volatility
FSPHX vs. VTI - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 7.06% compared to Vanguard Total Stock Market ETF (VTI) at 5.48%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPHX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 5.48% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 9.75% | +4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 19.02% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 17.41% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.03% | 18.29% | +0.74% |