SWHFX vs. FSHCX
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Fidelity Select Health Care Services Portfolio (FSHCX).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHFX or FSHCX.
Correlation
The correlation between SWHFX and FSHCX is 0.73, 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.
Performance
SWHFX vs. FSHCX - Performance Comparison
Key characteristics
SWHFX:
-0.48
FSHCX:
-0.94
SWHFX:
-0.52
FSHCX:
-1.17
SWHFX:
0.92
FSHCX:
0.83
SWHFX:
-0.27
FSHCX:
-0.61
SWHFX:
-0.72
FSHCX:
-1.62
SWHFX:
9.10%
FSHCX:
11.56%
SWHFX:
13.69%
FSHCX:
19.86%
SWHFX:
-44.84%
FSHCX:
-57.77%
SWHFX:
-18.68%
FSHCX:
-23.21%
Returns By Period
In the year-to-date period, SWHFX achieves a 6.89% return, which is significantly lower than FSHCX's 10.32% return. Over the past 10 years, SWHFX has underperformed FSHCX with an annualized return of 0.05%, while FSHCX has yielded a comparatively higher 2.93% annualized return.
SWHFX
6.89%
5.57%
-15.11%
-6.61%
-0.29%
0.05%
FSHCX
10.32%
4.56%
-15.71%
-18.59%
0.21%
2.93%
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SWHFX vs. FSHCX - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
SWHFX vs. FSHCX — Risk-Adjusted Performance Rank
SWHFX
FSHCX
SWHFX vs. FSHCX - Risk-Adjusted Performance Comparison
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.
Dividends
SWHFX vs. FSHCX - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 0.72%, more than FSHCX's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 0.72% | 0.77% | 0.88% | 0.75% | 0.79% | 0.87% | 1.10% | 1.02% | 0.97% | 0.95% | 0.70% | 0.86% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.64% | 0.71% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% |
Drawdowns
SWHFX vs. FSHCX - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -44.84%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for SWHFX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
SWHFX vs. FSHCX - Volatility Comparison
The current volatility for Schwab Health Care Fund™ (SWHFX) is 3.99%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 5.37%. 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.