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One fund offers broad sector exposure at 0.08% cost; the other concentrates on 30 biotech stocks with higher volatility but stronger recent returns.
FHLC captures the whole healthcare opportunity at rock-bottom cost. XPH narrows the bet to pharmaceuticals and charges significantly more for it.
The Fidelity MSCI Health Care Index ETF features a lower expense ratio of 0.08% and a higher dividend yield of 1.2%. The Invesco Nasdaq Biotechnology ETF has delivered a higher 1-year total return of 56.4% but carries a more significant maximum drawdown of 37.9%.
VanEck's concentrated 26-stock portfolio has outpaced Fidelity's broader 334-holding fund over five years, but at a steeper cost and higher volatility.
Fidelity MSCI Health Care Index ETF (FHLC) offers a significantly lower expense ratio and a higher dividend yield than the Invesco Pharmaceuticals ETF (PJP). PJP provides a concentrated portfolio of just over 30 pharmaceutical stocks, while FHLC diversifies across more than 300 holdings.
Fidelity's lower 0.08% fee and broader 338-stock portfolio contrast sharply with iShares' concentrated pharma play, which delivered 60% returns in one year.
Fidelity MSCI Health Care Index ETF provides low-cost, broad-market exposure with an expense ratio of 0.08%. Simplify Health Care ETF uses active management and a philanthropic model to target capital appreciation, resulting in a higher 0.51% expense ratio.
Fidelity MSCI Health Care Index ETF carries a significantly lower expense ratio of 0.08% compared to 0.38% for iShares U.S. Healthcare ETF Fidelity MSCI Health Care Index ETF provides broader exposure with 334 holdings, while iShares U.S. Healthcare ETF is more concentrated with 100 positions Both funds exhibit similar risk profiles with five-year maximum drawdowns near 18% and nearly identical beta measurements