PPH vs. FPHAX
Compare and contrast key facts about VanEck Vectors Pharmaceutical ETF (PPH) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
PPH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Pharmaceutical 25 Index. It was launched on Dec 20, 2011. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPH or FPHAX.
Performance
PPH vs. FPHAX - Performance Comparison
Returns By Period
In the year-to-date period, PPH achieves a 10.42% return, which is significantly lower than FPHAX's 13.18% return. Over the past 10 years, PPH has outperformed FPHAX with an annualized return of 5.06%, while FPHAX has yielded a comparatively lower 3.18% annualized return.
PPH
10.42%
-4.99%
-0.62%
15.54%
9.59%
5.06%
FPHAX
13.18%
-8.54%
-6.85%
17.79%
4.43%
3.18%
Key characteristics
| PPH | FPHAX | |
|---|---|---|
| Sharpe Ratio | 1.43 | 1.11 |
| Sortino Ratio | 2.03 | 1.61 |
| Omega Ratio | 1.25 | 1.20 |
| Calmar Ratio | 1.24 | 0.96 |
| Martin Ratio | 4.43 | 3.68 |
| Ulcer Index | 3.51% | 4.84% |
| Daily Std Dev | 10.83% | 16.02% |
| Max Drawdown | -46.49% | -37.34% |
| Current Drawdown | -10.53% | -15.55% |
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PPH vs. FPHAX - Expense Ratio Comparison
PPH has a 0.36% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Correlation
The correlation between PPH and FPHAX is 0.88, 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.
Risk-Adjusted Performance
PPH vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Pharmaceutical ETF (PPH) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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
PPH vs. FPHAX - Dividend Comparison
PPH's dividend yield for the trailing twelve months is around 1.81%, more than FPHAX's 0.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPH VanEck Vectors Pharmaceutical ETF | 1.81% | 2.09% | 1.55% | 1.62% | 1.66% | 1.77% | 1.97% | 1.92% | 2.43% | 1.93% | 1.71% | 2.03% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.75% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% | 11.12% |
Drawdowns
PPH vs. FPHAX - Drawdown Comparison
The maximum PPH drawdown since its inception was -46.49%, which is greater than FPHAX's maximum drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for PPH and FPHAX. For additional features, visit the drawdowns tool.
Volatility
PPH vs. FPHAX - Volatility Comparison
The current volatility for VanEck Vectors Pharmaceutical ETF (PPH) is 4.11%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 6.50%. This indicates that PPH experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.