SHSAX vs. FBTTX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Fidelity Advisor Biotechnology Fund Class M (FBTTX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. FBTTX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
SHSAX vs. FBTTX - Performance Comparison
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SHSAX vs. FBTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | -3.95% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | 7.93% | 24.74% |
FBTTX Fidelity Advisor Biotechnology Fund Class M | 2.18% | 39.21% | 5.08% | 10.43% | -8.22% | -3.35% | 31.82% | 25.39% | -4.19% | 25.37% |
Returns By Period
In the year-to-date period, SHSAX achieves a -3.95% return, which is significantly lower than FBTTX's 2.18% return. Over the past 10 years, SHSAX has underperformed FBTTX with an annualized return of 10.05%, while FBTTX has yielded a comparatively higher 11.54% annualized return.
SHSAX
- 1D
- 0.70%
- 1M
- -4.07%
- YTD
- -3.95%
- 6M
- 5.03%
- 1Y
- 8.42%
- 3Y*
- 7.01%
- 5Y*
- 4.63%
- 10Y*
- 10.05%
FBTTX
- 1D
- 5.09%
- 1M
- -0.77%
- YTD
- 2.18%
- 6M
- 15.39%
- 1Y
- 55.03%
- 3Y*
- 20.14%
- 5Y*
- 8.63%
- 10Y*
- 11.54%
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SHSAX vs. FBTTX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is lower than FBTTX's 1.28% expense ratio.
Return for Risk
SHSAX vs. FBTTX — Risk / Return Rank
SHSAX
FBTTX
SHSAX vs. FBTTX - 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 M (FBTTX). 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 | FBTTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.92 | -1.36 |
Sortino ratioReturn per unit of downside risk | 0.89 | 2.52 | -1.63 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.32 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 3.13 | -2.38 |
Martin ratioReturn relative to average drawdown | 1.94 | 12.48 | -10.54 |
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 | FBTTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.92 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.37 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.47 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.30 | +0.43 |
Correlation
The correlation between SHSAX and FBTTX 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. FBTTX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.07%, more than FBTTX's 1.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.07% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
FBTTX Fidelity Advisor Biotechnology Fund Class M | 1.50% | 1.53% | 6.41% | 0.93% | 0.00% | 21.60% | 8.79% | 7.10% | 2.64% | 0.00% | 0.00% | 5.42% |
Drawdowns
SHSAX vs. FBTTX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, smaller than the maximum FBTTX drawdown of -63.75%. Use the drawdown chart below to compare losses from any high point for SHSAX and FBTTX.
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Drawdown Indicators
| SHSAX | FBTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -63.75% | +28.26% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -13.58% | +3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -36.64% | +18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | -39.04% | +10.68% |
Current DrawdownCurrent decline from peak | -6.72% | -2.61% | -4.11% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -21.95% | +15.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 3.72% | +0.09% |
Volatility
SHSAX vs. FBTTX - Volatility Comparison
The current volatility for BlackRock Health Sciences Opportunities Portfolio (SHSAX) is 5.38%, while Fidelity Advisor Biotechnology Fund Class M (FBTTX) has a volatility of 9.37%. This indicates that SHSAX experiences smaller price fluctuations and is considered to be less risky than FBTTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSAX | FBTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 9.37% | -3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 17.02% | -7.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.46% | 25.99% | -9.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 23.31% | -9.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 24.58% | -8.04% |