SHSAX vs. FIJYX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Fidelity Advisor Biotechnology Fund Class Z (FIJYX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. FIJYX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
SHSAX vs. FIJYX - Performance Comparison
Loading graphics...
SHSAX vs. FIJYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | -4.62% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | -7.87% |
FIJYX Fidelity Advisor Biotechnology Fund Class Z | 2.35% | 40.09% | 0.03% | 11.19% | -7.60% | -2.76% | 32.72% | 26.25% | -11.45% |
Returns By Period
In the year-to-date period, SHSAX achieves a -4.62% return, which is significantly lower than FIJYX's 2.35% return.
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%
FIJYX
- 1D
- 5.06%
- 1M
- -0.73%
- YTD
- 2.35%
- 6M
- 15.76%
- 1Y
- 55.98%
- 3Y*
- 18.69%
- 5Y*
- 8.12%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHSAX vs. FIJYX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is higher than FIJYX's 0.61% expense ratio.
Return for Risk
SHSAX vs. FIJYX — Risk / Return Rank
SHSAX
FIJYX
SHSAX vs. FIJYX - 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 Z (FIJYX). 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 | FIJYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 1.96 | -1.55 |
Sortino ratioReturn per unit of downside risk | 0.68 | 2.56 | -1.88 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.33 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 3.20 | -2.48 |
Martin ratioReturn relative to average drawdown | 1.68 | 12.85 | -11.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SHSAX | FIJYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 1.96 | -1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.35 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.43 | +0.30 |
Correlation
The correlation between SHSAX and FIJYX is 0.74, 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. FIJYX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.15%, more than FIJYX's 1.41% 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% |
FIJYX Fidelity Advisor Biotechnology Fund Class Z | 1.41% | 1.44% | 0.00% | 1.55% | 0.00% | 18.90% | 8.13% | 6.49% | 2.35% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHSAX vs. FIJYX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, smaller than the maximum FIJYX drawdown of -38.53%. Use the drawdown chart below to compare losses from any high point for SHSAX and FIJYX.
Loading graphics...
Drawdown Indicators
| SHSAX | FIJYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -38.53% | +3.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -13.59% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -36.39% | +18.40% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | — | — |
Current DrawdownCurrent decline from peak | -7.37% | -2.49% | -4.88% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -11.76% | +5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 3.69% | +0.54% |
Volatility
SHSAX vs. FIJYX - Volatility Comparison
The current volatility for BlackRock Health Sciences Opportunities Portfolio (SHSAX) is 5.41%, while Fidelity Advisor Biotechnology Fund Class Z (FIJYX) has a volatility of 9.34%. This indicates that SHSAX experiences smaller price fluctuations and is considered to be less risky than FIJYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SHSAX | FIJYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 9.34% | -3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 17.01% | -7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 26.00% | -9.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 23.43% | -9.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 25.07% | -8.53% |