HRTS vs. FSPCX

In the year-to-date period, HRTS achieves a -3.01% return, which is significantly lower than FSPCX's 7.80% return.

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HRTS has a 0.75% expense ratio, which is lower than FSPCX's 0.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Tema Obesity & Cardiometabolic ETF (HRTS) and Fidelity Select Insurance Portfolio (FSPCX). 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.

The current HRTS Sharpe Ratio is -0.61, which is lower than the FSPCX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of HRTS and FSPCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HRTS's dividend yield for the trailing twelve months is around 1.67%, less than FSPCX's 5.83% yield.

The maximum HRTS drawdown since its inception was -25.81%, smaller than the maximum FSPCX drawdown of -69.12%. Use the drawdown chart below to compare losses from any high point for HRTS and FSPCX. For additional features, visit the drawdowns tool.

Tema Obesity & Cardiometabolic ETF (HRTS) has a higher volatility of 7.71% compared to Fidelity Select Insurance Portfolio (FSPCX) at 6.05%. This indicates that HRTS's price experiences larger fluctuations and is considered to be riskier than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.