SHSAX vs. FBTIX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. FBTIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
SHSAX vs. FBTIX - Performance Comparison
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SHSAX vs. FBTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | -6.94% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | 7.93% | 24.74% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | -2.62% | 39.91% | 5.63% | 11.02% | -7.74% | -2.86% | 32.53% | 26.11% | -3.61% | 26.15% |
Returns By Period
In the year-to-date period, SHSAX achieves a -6.94% return, which is significantly lower than FBTIX's -2.62% return. Over the past 10 years, SHSAX has underperformed FBTIX with an annualized return of 9.71%, while FBTIX has yielded a comparatively higher 11.60% annualized return.
SHSAX
- 1D
- 0.28%
- 1M
- -9.11%
- YTD
- -6.94%
- 6M
- 3.97%
- 1Y
- 4.06%
- 3Y*
- 5.89%
- 5Y*
- 4.02%
- 10Y*
- 9.71%
FBTIX
- 1D
- -0.74%
- 1M
- -6.04%
- YTD
- -2.62%
- 6M
- 11.57%
- 1Y
- 43.10%
- 3Y*
- 18.79%
- 5Y*
- 8.22%
- 10Y*
- 11.60%
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SHSAX vs. FBTIX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is higher than FBTIX's 0.73% expense ratio.
Return for Risk
SHSAX vs. FBTIX — Risk / Return Rank
SHSAX
FBTIX
SHSAX vs. FBTIX - 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 I Class (FBTIX). 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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 1.58 | -1.30 |
Sortino ratioReturn per unit of downside risk | 0.50 | 2.12 | -1.63 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.27 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.40 | -2.00 |
Martin ratioReturn relative to average drawdown | 0.94 | 9.76 | -8.81 |
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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 1.58 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.36 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.47 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.32 | +0.40 |
Correlation
The correlation between SHSAX and FBTIX 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. FBTIX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.43%, more than FBTIX's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.43% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | 1.42% | 1.39% | 5.69% | 1.36% | 0.00% | 18.74% | 8.01% | 6.44% | 2.35% | 0.00% | 0.00% | 5.23% |
Drawdowns
SHSAX vs. FBTIX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, smaller than the maximum FBTIX drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for SHSAX and FBTIX.
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Drawdown Indicators
| SHSAX | FBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -63.45% | +27.96% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -13.62% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -36.41% | +18.42% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | -38.64% | +10.28% |
Current DrawdownCurrent decline from peak | -9.62% | -7.21% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -20.73% | +14.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 4.09% | +0.11% |
Volatility
SHSAX vs. FBTIX - Volatility Comparison
The current volatility for BlackRock Health Sciences Opportunities Portfolio (SHSAX) is 4.60%, while Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a volatility of 7.77%. This indicates that SHSAX experiences smaller price fluctuations and is considered to be less risky than FBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSAX | FBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 7.77% | -3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 16.36% | -6.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 25.57% | -9.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.18% | 23.23% | -9.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 24.54% | -8.01% |