FSPHX vs. XLV
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and State Street Health Care Select Sector SPDR ETF (XLV).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector Index. It was launched on Dec 16, 1998.
Performance
FSPHX vs. XLV - Performance Comparison
Loading graphics...
FSPHX vs. XLV - 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% |
XLV State Street Health Care Select Sector SPDR ETF | -4.18% | 14.50% | 2.47% | 2.07% | -2.08% | 26.04% | 13.30% | 20.45% | 6.28% | 21.77% |
Returns By Period
In the year-to-date period, FSPHX achieves a -6.16% return, which is significantly lower than XLV's -4.18% return. Over the past 10 years, FSPHX has underperformed XLV with an annualized return of 9.02%, while XLV has yielded a comparatively higher 9.80% 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%
XLV
- 1D
- 0.76%
- 1M
- -6.43%
- YTD
- -4.18%
- 6M
- 3.83%
- 1Y
- 4.90%
- 3Y*
- 6.25%
- 5Y*
- 6.59%
- 10Y*
- 9.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSPHX vs. XLV - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is higher than XLV's 0.08% expense ratio.
Return for Risk
FSPHX vs. XLV — Risk / Return Rank
FSPHX
XLV
FSPHX vs. XLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and State Street Health Care Select Sector SPDR ETF (XLV). 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 | XLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.28 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.39 | 0.51 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.06 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.28 | -0.15 |
Martin ratioReturn relative to average drawdown | 0.36 | 0.58 | -0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSPHX | XLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.28 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.45 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.59 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.46 | +0.29 |
Correlation
The correlation between FSPHX and XLV is 0.81, 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. XLV - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.43%, more than XLV's 1.70% 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% |
XLV State Street Health Care Select Sector SPDR ETF | 1.70% | 1.60% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% |
Drawdowns
FSPHX vs. XLV - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for FSPHX and XLV.
Loading graphics...
Drawdown Indicators
| FSPHX | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -39.17% | -5.28% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -10.76% | -7.56% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -17.11% | -12.20% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -28.40% | -0.91% |
Current DrawdownCurrent decline from peak | -15.14% | -7.41% | -7.73% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -7.12% | -2.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.29% | 5.11% | +1.18% |
Volatility
FSPHX vs. XLV - Volatility Comparison
Fidelity® Select Health Care Portfolio (FSPHX) has a higher volatility of 7.06% compared to State Street Health Care Select Sector SPDR ETF (XLV) at 4.79%. This indicates that FSPHX's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSPHX | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 4.79% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 10.29% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 17.73% | +2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 14.56% | +3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.03% | 16.53% | +2.50% |