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VHT vs. FSPHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VHT vs. FSPHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Health Care ETF (VHT) and Fidelity® Select Health Care Portfolio (FSPHX). The values are adjusted to include any dividend payments, if applicable.

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VHT vs. FSPHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VHT
Vanguard Health Care ETF
-5.04%15.46%2.66%2.52%-5.60%20.57%18.29%21.87%5.58%23.26%
FSPHX
Fidelity® Select Health Care Portfolio
-9.67%9.36%4.91%4.13%-12.82%11.58%24.57%31.48%7.15%23.83%

Returns By Period

In the year-to-date period, VHT achieves a -5.04% return, which is significantly higher than FSPHX's -9.67% return. Over the past 10 years, VHT has outperformed FSPHX with an annualized return of 9.72%, while FSPHX has yielded a comparatively lower 8.61% annualized return.


VHT

1D
2.24%
1M
-7.50%
YTD
-5.04%
6M
5.91%
1Y
4.70%
3Y*
6.16%
5Y*
5.09%
10Y*
9.72%

FSPHX

1D
-0.66%
1M
-9.51%
YTD
-9.67%
6M
-6.38%
1Y
-0.19%
3Y*
2.37%
5Y*
0.64%
10Y*
8.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VHT vs. FSPHX - Expense Ratio Comparison

VHT has a 0.10% expense ratio, which is lower than FSPHX's 0.69% expense ratio.


Return for Risk

VHT vs. FSPHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VHT
VHT Risk / Return Rank: 2121
Overall Rank
VHT Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VHT Sortino Ratio Rank: 2020
Sortino Ratio Rank
VHT Omega Ratio Rank: 1919
Omega Ratio Rank
VHT Calmar Ratio Rank: 2525
Calmar Ratio Rank
VHT Martin Ratio Rank: 2121
Martin Ratio Rank

FSPHX
FSPHX Risk / Return Rank: 55
Overall Rank
FSPHX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
FSPHX Sortino Ratio Rank: 55
Sortino Ratio Rank
FSPHX Omega Ratio Rank: 55
Omega Ratio Rank
FSPHX Calmar Ratio Rank: 55
Calmar Ratio Rank
FSPHX Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VHT vs. FSPHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care ETF (VHT) and Fidelity® Select Health Care Portfolio (FSPHX). 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.


VHTFSPHXDifference

Sharpe ratio

Return per unit of total volatility

0.27

-0.03

+0.30

Sortino ratio

Return per unit of downside risk

0.49

0.10

+0.40

Omega ratio

Gain probability vs. loss probability

1.06

1.01

+0.05

Calmar ratio

Return relative to maximum drawdown

0.51

-0.09

+0.60

Martin ratio

Return relative to average drawdown

1.09

-0.25

+1.35

VHT vs. FSPHX - Sharpe Ratio Comparison

The current VHT Sharpe Ratio is 0.27, which is higher than the FSPHX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of VHT and FSPHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VHTFSPHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.27

-0.03

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.04

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.46

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.74

-0.18

Correlation

The correlation between VHT and FSPHX is 0.92, 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

VHT vs. FSPHX - Dividend Comparison

VHT's dividend yield for the trailing twelve months is around 1.73%, less than FSPHX's 4.60% yield.


TTM20252024202320222021202020192018201720162015
VHT
Vanguard Health Care ETF
1.73%1.61%1.53%1.36%1.33%1.14%1.21%1.89%1.38%1.31%1.45%1.22%
FSPHX
Fidelity® Select Health Care Portfolio
4.60%4.16%10.77%0.00%2.13%9.06%11.29%1.35%9.02%2.27%0.18%11.63%

Drawdowns

VHT vs. FSPHX - Drawdown Comparison

The maximum VHT drawdown since its inception was -39.12%, smaller than the maximum FSPHX drawdown of -44.45%. Use the drawdown chart below to compare losses from any high point for VHT and FSPHX.


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Drawdown Indicators


VHTFSPHXDifference

Max Drawdown

Largest peak-to-trough decline

-39.12%

-44.45%

+5.33%

Max Drawdown (1Y)

Largest decline over 1 year

-10.40%

-18.32%

+7.92%

Max Drawdown (5Y)

Largest decline over 5 years

-17.71%

-29.31%

+11.60%

Max Drawdown (10Y)

Largest decline over 10 years

-28.85%

-29.31%

+0.46%

Current Drawdown

Current decline from peak

-8.05%

-18.32%

+10.27%

Average Drawdown

Average peak-to-trough decline

-5.98%

-9.81%

+3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.96%

6.26%

-1.30%

Volatility

VHT vs. FSPHX - Volatility Comparison

The current volatility for Vanguard Health Care ETF (VHT) is 5.10%, while Fidelity® Select Health Care Portfolio (FSPHX) has a volatility of 5.62%. This indicates that VHT experiences smaller price fluctuations and is considered to be less risky than FSPHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VHTFSPHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.10%

5.62%

-0.52%

Volatility (6M)

Calculated over the trailing 6-month period

10.28%

13.61%

-3.33%

Volatility (1Y)

Calculated over the trailing 1-year period

17.61%

20.30%

-2.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

18.11%

-3.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.94%

18.99%

-2.05%