SHSAX vs. WFSPX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and iShares S&P 500 Index Fund (WFSPX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
SHSAX vs. WFSPX - Performance Comparison
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SHSAX vs. WFSPX - 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% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SHSAX having a -6.94% return and WFSPX slightly lower at -7.06%. Over the past 10 years, SHSAX has underperformed WFSPX with an annualized return of 9.71%, while WFSPX has yielded a comparatively higher 13.63% 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%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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SHSAX vs. WFSPX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
SHSAX vs. WFSPX — Risk / Return Rank
SHSAX
WFSPX
SHSAX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Opportunities Portfolio (SHSAX) and iShares S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.84 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.30 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.20 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.06 | -0.65 |
Martin ratioReturn relative to average drawdown | 0.94 | 5.13 | -4.19 |
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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.84 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.68 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.76 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.13 | +0.59 |
Correlation
The correlation between SHSAX and WFSPX is 0.75, 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. WFSPX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.43%, more than WFSPX's 1.58% 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% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
SHSAX vs. WFSPX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for SHSAX and WFSPX.
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Drawdown Indicators
| SHSAX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -58.21% | +22.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -12.11% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -24.51% | +6.52% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | -33.74% | +5.38% |
Current DrawdownCurrent decline from peak | -9.62% | -8.90% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -12.84% | +6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.49% | +1.71% |
Volatility
SHSAX vs. WFSPX - Volatility Comparison
BlackRock Health Sciences Opportunities Portfolio (SHSAX) has a higher volatility of 4.60% compared to iShares S&P 500 Index Fund (WFSPX) at 4.24%. This indicates that SHSAX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSAX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 4.24% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 9.08% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 18.06% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.18% | 16.84% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 17.98% | -1.45% |