XHE vs. FCDAX
Compare and contrast key facts about SPDR S&P Health Care Equipment ETF (XHE) and Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX).
XHE is a passively managed fund by State Street that tracks the performance of the S&P Health Care Equipment Select Industry Index. It was launched on Jan 26, 2011. FCDAX is managed by Fidelity. It was launched on May 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XHE or FCDAX.
Correlation
The correlation between XHE and FCDAX 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.
Performance
XHE vs. FCDAX - Performance Comparison
Key characteristics
XHE:
-0.41
FCDAX:
-0.28
XHE:
-0.44
FCDAX:
-0.25
XHE:
0.95
FCDAX:
0.97
XHE:
-0.19
FCDAX:
-0.23
XHE:
-1.32
FCDAX:
-0.72
XHE:
6.60%
FCDAX:
9.04%
XHE:
21.38%
FCDAX:
23.20%
XHE:
-49.92%
FCDAX:
-65.00%
XHE:
-43.37%
FCDAX:
-23.66%
Returns By Period
The year-to-date returns for both investments are quite close, with XHE having a -14.78% return and FCDAX slightly higher at -14.17%. Over the past 10 years, XHE has outperformed FCDAX with an annualized return of 5.54%, while FCDAX has yielded a comparatively lower 2.56% annualized return.
XHE
-14.78%
-10.21%
-14.93%
-7.37%
-1.23%
5.54%
FCDAX
-14.17%
-7.97%
-20.13%
-5.21%
9.77%
2.56%
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XHE vs. FCDAX - Expense Ratio Comparison
XHE has a 0.35% expense ratio, which is lower than FCDAX's 1.19% expense ratio.
Risk-Adjusted Performance
XHE vs. FCDAX — Risk-Adjusted Performance Rank
XHE
FCDAX
XHE vs. FCDAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Health Care Equipment ETF (XHE) and Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX). 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
XHE vs. FCDAX - Dividend Comparison
XHE's dividend yield for the trailing twelve months is around 0.04%, less than FCDAX's 0.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHE SPDR S&P Health Care Equipment ETF | 0.04% | 0.04% | 0.03% | 0.04% | 0.00% | 0.00% | 0.05% | 0.09% | 0.78% | 0.17% | 7.22% | 1.83% |
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.68% | 0.59% | 0.02% | 0.08% | 0.00% | 0.00% | 0.12% | 0.06% | 0.13% | 0.26% | 7.17% | 9.61% |
Drawdowns
XHE vs. FCDAX - Drawdown Comparison
The maximum XHE drawdown since its inception was -49.92%, smaller than the maximum FCDAX drawdown of -65.00%. Use the drawdown chart below to compare losses from any high point for XHE and FCDAX. For additional features, visit the drawdowns tool.
Volatility
XHE vs. FCDAX - Volatility Comparison
The current volatility for SPDR S&P Health Care Equipment ETF (XHE) is 12.47%, while Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) has a volatility of 13.98%. This indicates that XHE experiences smaller price fluctuations and is considered to be less risky than FCDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.