HRTS vs. FSPCX
Compare and contrast key facts about Tema Obesity & Cardiometabolic ETF (HRTS) and Fidelity Select Insurance Portfolio (FSPCX).
HRTS is an actively managed fund by Tema. It was launched on Nov 20, 2023. FSPCX is managed by Fidelity. It was launched on Dec 16, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRTS or FSPCX.
Correlation
The correlation between HRTS and FSPCX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HRTS vs. FSPCX - Performance Comparison
Key characteristics
HRTS:
-0.38
FSPCX:
0.65
HRTS:
-0.38
FSPCX:
0.97
HRTS:
0.95
FSPCX:
1.14
HRTS:
-0.30
FSPCX:
0.80
HRTS:
-0.68
FSPCX:
2.06
HRTS:
11.30%
FSPCX:
5.96%
HRTS:
20.34%
FSPCX:
18.98%
HRTS:
-25.81%
FSPCX:
-69.12%
HRTS:
-19.25%
FSPCX:
-10.70%
Returns By Period
In the year-to-date period, HRTS achieves a -1.04% return, which is significantly lower than FSPCX's 1.42% return.
HRTS
-1.04%
-3.05%
-13.52%
-6.19%
N/A
N/A
FSPCX
1.42%
-5.27%
-4.60%
13.97%
15.56%
4.47%
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HRTS vs. FSPCX - Expense Ratio Comparison
HRTS has a 0.75% expense ratio, which is lower than FSPCX's 0.78% expense ratio.
Risk-Adjusted Performance
HRTS vs. FSPCX — Risk-Adjusted Performance Rank
HRTS
FSPCX
HRTS vs. FSPCX - Risk-Adjusted Performance Comparison
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.
Dividends
HRTS vs. FSPCX - Dividend Comparison
HRTS's dividend yield for the trailing twelve months is around 1.64%, more than FSPCX's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTS Tema Obesity & Cardiometabolic ETF | 1.64% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSPCX Fidelity Select Insurance Portfolio | 1.04% | 1.13% | 1.11% | 0.74% | 1.29% | 1.61% | 1.40% | 2.17% | 1.21% | 1.15% | 1.97% | 6.93% |
Drawdowns
HRTS vs. FSPCX - Drawdown Comparison
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.
Volatility
HRTS vs. FSPCX - Volatility Comparison
The current volatility for Tema Obesity & Cardiometabolic ETF (HRTS) is 10.15%, while Fidelity Select Insurance Portfolio (FSPCX) has a volatility of 12.09%. This indicates that HRTS experiences smaller price fluctuations and is considered to be less risky than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.