SHSAX vs. FBTCX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Fidelity Advisor Biotechnology Fund Class C (FBTCX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. FBTCX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
SHSAX vs. FBTCX - Performance Comparison
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SHSAX vs. FBTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | -4.62% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | 7.93% | 24.74% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | 2.09% | 38.48% | -2.00% | 9.86% | -8.64% | -3.72% | 31.17% | 24.82% | -4.55% | 24.81% |
Returns By Period
In the year-to-date period, SHSAX achieves a -4.62% return, which is significantly lower than FBTCX's 2.09% return. Both investments have delivered pretty close results over the past 10 years, with SHSAX having a 9.98% annualized return and FBTCX not far ahead at 10.32%.
SHSAX
- 1D
- 2.49%
- 1M
- -6.01%
- YTD
- -4.62%
- 6M
- 4.34%
- 1Y
- 8.48%
- 3Y*
- 6.77%
- 5Y*
- 4.48%
- 10Y*
- 9.98%
FBTCX
- 1D
- 5.09%
- 1M
- -0.81%
- YTD
- 2.09%
- 6M
- 15.10%
- 1Y
- 54.26%
- 3Y*
- 17.00%
- 5Y*
- 6.73%
- 10Y*
- 10.32%
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SHSAX vs. FBTCX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is lower than FBTCX's 1.75% expense ratio.
Return for Risk
SHSAX vs. FBTCX — Risk / Return Rank
SHSAX
FBTCX
SHSAX vs. FBTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Fidelity Advisor Biotechnology Fund Class C (FBTCX). 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.
| SHSAX | FBTCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 1.90 | -1.49 |
Sortino ratioReturn per unit of downside risk | 0.68 | 2.49 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.32 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 3.08 | -2.36 |
Martin ratioReturn relative to average drawdown | 1.68 | 12.19 | -10.52 |
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
| SHSAX | FBTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 1.90 | -1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.29 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.42 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.27 | +0.45 |
Correlation
The correlation between SHSAX and FBTCX 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
SHSAX vs. FBTCX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.15%, more than FBTCX's 1.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.15% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | 1.65% | 1.68% | 0.00% | 0.00% | 0.00% | 24.50% | 9.78% | 7.92% | 2.92% | 0.00% | 0.00% | 5.73% |
Drawdowns
SHSAX vs. FBTCX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, smaller than the maximum FBTCX drawdown of -64.04%. Use the drawdown chart below to compare losses from any high point for SHSAX and FBTCX.
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Drawdown Indicators
| SHSAX | FBTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -64.04% | +28.55% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -13.63% | +3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -37.26% | +19.27% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | -39.37% | +11.01% |
Current DrawdownCurrent decline from peak | -7.37% | -2.75% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -23.21% | +17.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 3.75% | +0.48% |
Volatility
SHSAX vs. FBTCX - Volatility Comparison
The current volatility for BlackRock Health Sciences Opportunities Portfolio (SHSAX) is 5.41%, while Fidelity Advisor Biotechnology Fund Class C (FBTCX) has a volatility of 9.37%. This indicates that SHSAX experiences smaller price fluctuations and is considered to be less risky than FBTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSAX | FBTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 9.37% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 17.02% | -7.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 25.99% | -9.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 23.48% | -9.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 24.66% | -8.12% |