XHE vs. FCDAX

In the year-to-date period, XHE achieves a -8.73% return, which is significantly lower than FCDAX's -7.35% return. Over the past 10 years, XHE has outperformed FCDAX with an annualized return of 6.79%, while FCDAX has yielded a comparatively lower 3.49% annualized return.

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XHE has a 0.35% expense ratio, which is lower than FCDAX's 1.19% expense ratio.

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.

The current XHE Sharpe Ratio is -0.25, which is comparable to the FCDAX Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of XHE and FCDAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XHE's dividend yield for the trailing twelve months is around 0.04%, less than FCDAX's 0.63% yield.

The maximum XHE drawdown since its inception was -49.92%, smaller than the maximum FCDAX drawdown of -64.98%. Use the drawdown chart below to compare losses from any high point for XHE and FCDAX. For additional features, visit the drawdowns tool.

SPDR S&P Health Care Equipment ETF (XHE) and Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) have volatilities of 7.64% and 7.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.