SWHFX vs. FSHCX

In the year-to-date period, SWHFX achieves a -1.03% return, which is significantly lower than FSHCX's 0.73% return. Over the past 10 years, SWHFX has underperformed FSHCX with an annualized return of 5.98%, while FSHCX has yielded a comparatively higher 7.38% annualized return.

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SWHFX has a 0.80% expense ratio, which is higher than FSHCX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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.

The current SWHFX Sharpe Ratio is -0.40, which is comparable to the FSHCX Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of SWHFX and FSHCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWHFX's dividend yield for the trailing twelve months is around 9.59%, less than FSHCX's 11.98% yield.

The maximum SWHFX drawdown since its inception was -44.84%, smaller than the maximum FSHCX drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for SWHFX and FSHCX.

The current volatility for Schwab Health Care Fund™ (SWHFX) is 7.07%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 8.13%. This indicates that SWHFX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.