XHE vs. FSHCX
Compare and contrast key facts about SPDR S&P Health Care Equipment ETF (XHE) and Fidelity Select Health Care Services Portfolio (FSHCX).
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. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Performance
XHE vs. FSHCX - Performance Comparison
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XHE vs. FSHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XHE SPDR S&P Health Care Equipment ETF | -10.92% | -0.23% | 5.08% | -6.23% | -23.34% | 3.04% | 32.91% | 22.30% | 8.90% | 30.51% |
FSHCX Fidelity Select Health Care Services Portfolio | -11.13% | 3.85% | -13.21% | 1.52% | 0.86% | 20.22% | 18.58% | 19.91% | 10.17% | 24.46% |
Returns By Period
The year-to-date returns for both stocks are quite close, with XHE having a -10.92% return and FSHCX slightly lower at -11.13%. Over the past 10 years, XHE has underperformed FSHCX with an annualized return of 6.52%, while FSHCX has yielded a comparatively higher 7.14% annualized return.
XHE
- 1D
- 0.46%
- 1M
- -10.31%
- YTD
- -10.92%
- 6M
- -0.10%
- 1Y
- -3.79%
- 3Y*
- -5.61%
- 5Y*
- -8.06%
- 10Y*
- 6.52%
FSHCX
- 1D
- 2.38%
- 1M
- -10.28%
- YTD
- -11.13%
- 6M
- -9.79%
- 1Y
- -18.95%
- 3Y*
- -4.33%
- 5Y*
- -1.51%
- 10Y*
- 7.14%
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XHE vs. FSHCX - Expense Ratio Comparison
XHE has a 0.35% expense ratio, which is lower than FSHCX's 0.71% expense ratio.
Return for Risk
XHE vs. FSHCX — Risk / Return Rank
XHE
FSHCX
XHE vs. FSHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Health Care Equipment ETF (XHE) 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.
| XHE | FSHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | -0.83 | +0.67 |
Sortino ratioReturn per unit of downside risk | -0.06 | -0.97 | +0.91 |
Omega ratioGain probability vs. loss probability | 0.99 | 0.86 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | -0.65 | +0.41 |
Martin ratioReturn relative to average drawdown | -0.69 | -1.15 | +0.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XHE | FSHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | -0.83 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | -0.08 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.33 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.52 | -0.11 |
Correlation
The correlation between XHE and FSHCX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XHE vs. FSHCX - Dividend Comparison
XHE's dividend yield for the trailing twelve months is around 0.09%, less than FSHCX's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHE SPDR S&P Health Care Equipment ETF | 0.09% | 0.08% | 0.04% | 0.03% | 0.04% | 0.00% | 0.00% | 0.05% | 0.09% | 0.78% | 0.17% | 7.22% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.85% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
Drawdowns
XHE vs. FSHCX - Drawdown Comparison
The maximum XHE drawdown since its inception was -49.92%, smaller than the maximum FSHCX drawdown of -57.81%. Use the drawdown chart below to compare losses from any high point for XHE and FSHCX.
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Drawdown Indicators
| XHE | FSHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.92% | -57.81% | +7.89% |
Max Drawdown (1Y)Largest decline over 1 year | -18.29% | -28.32% | +10.03% |
Max Drawdown (5Y)Largest decline over 5 years | -49.92% | -29.52% | -20.40% |
Max Drawdown (10Y)Largest decline over 10 years | -49.92% | -35.48% | -14.44% |
Current DrawdownCurrent decline from peak | -40.94% | -23.95% | -16.99% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -11.36% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.24% | 15.98% | -9.74% |
Volatility
XHE vs. FSHCX - Volatility Comparison
SPDR S&P Health Care Equipment ETF (XHE) has a higher volatility of 7.01% compared to Fidelity Select Health Care Services Portfolio (FSHCX) at 5.14%. This indicates that XHE's price experiences larger fluctuations and is considered to be riskier than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XHE | FSHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 5.14% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 14.62% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 23.10% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.25% | 18.99% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.81% | 21.41% | +1.40% |