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FHLC vs IXJ

Fidelity MSCI Health Care Index ETF vs iShares Global Healthcare ETF

FHLC

Fidelity MSCI Health Care Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.9B

IXJ

iShares Global Healthcare ETF

iShares

Annual cost

0.40%

Fund size

$3.6B

Key differences

  • FHLC costs 0.32% less per year.
  • Over the last 3 years, FHLC has delivered higher annualized returns.
  • IXJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FHLCIXJ
Annual cost (TER)0.08%0.40%
Fund size (AUM)$2.9B$3.6B
Since20132001
Dividend yield1.44%1.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.3%+13.4%
CAGR 3Y+6.3%+4.7%
CAGR 5Y+4.6%+4.5%
Sharpe 3Y0.260.15
Volatility 1Y14.22%14.46%
Max drawdown-28.76%-27.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FHLC and IXJ