FHLC vs ADX

Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and Adams Diversified Equity Fund (ADX, ETF).

5-Year PerformanceADX has outperformed FHLC, delivering a return of +16.6% compared to +3.8%

FHLC vs ADX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHLC(ETF)	ADX(ETF)
Net Assets	$2.80B	$2.90B
Expense Ratio	0.08%	N/A
Max Drawdown	29.21%	85.05%
Sharpe Ratio	0.51	2.11
5Y Beta	0.53	0.90
P/E Ratio	36.02	N/A
Forward P/E	17.60	N/A
5Y Dividends CAGR	4.05%	16.20%
5Y EPS CAGR	13.20%	N/A
Debt to Equity	-92.95%	N/A
P/S Ratio	1.45	N/A
P/B Ratio	4.33	N/A

Net Assets

FHLC

$2.80B

Winner

ADX

$2.90B

Expense Ratio

FHLC

0.08%

ADX

N/A

Max Drawdown

Winner

FHLC

29.21%

ADX

85.05%

Sharpe Ratio

FHLC

0.51

Winner

ADX

2.11

5Y Beta

Winner

FHLC

0.53

ADX

0.90

P/E Ratio

FHLC

36.02

ADX

N/A

Forward P/E

FHLC

17.60

ADX

N/A

5Y Dividends CAGR

FHLC

4.05%

Winner

ADX

16.20%

5Y EPS CAGR

FHLC

13.20%

ADX

N/A

Debt to Equity

FHLC

-92.95%

ADX

N/A

P/S Ratio

FHLC

1.45

ADX

N/A

P/B Ratio

FHLC

4.33

ADX

N/A

FHLC vs ADX - Historical Returns

Returns include dividend reinvestment.

Period	FHLC	ADX
1 month	-3.30%	+7.63%
3 months	-6.57%	+7.63%
6 months	-0.43%	+14.28%
1 year	+11.49%	+37.29%
5 years(CAGR)	+3.79%	+16.61%
10 years(CAGR)	+9.29%	+18.04%
Max(CAGR)	+9.99%	+7.34%

FHLC

-3.30%

Winner

ADX

+7.63%

FHLC

-6.57%

Winner

ADX

+7.63%

FHLC

-0.43%

Winner

ADX

+14.28%

FHLC

+11.49%

Winner

ADX

+37.29%

5Y(CAGR)

FHLC

+3.79%

Winner

ADX

+16.61%

10Y(CAGR)

FHLC

+9.29%

Winner

ADX

+18.04%

Max(CAGR)

Winner

FHLC

+9.99%

ADX

+7.34%

FHLC vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FHLC	ADX
2026	-6.51%	+9.80%
2025	+15.26%	+25.68%
2024	+0.95%	+30.30%
2023	+2.95%	+31.71%
2022	-4.85%	-20.45%
2021	+21.15%	+31.72%
2020	+18.06%	+16.75%
2019	+23.48%	+36.30%
2018	+3.45%	-4.03%
2017	+21.82%	+28.84%
2016	-1.38%	+8.21%
2015	+6.81%	+0.50%
2014	+25.83%	+14.96%
2013	+5.79%	+28.61%
2012	N/A	+15.17%
2011	N/A	-5.54%
2010	N/A	+10.00%
2009	N/A	+27.29%
2008	N/A	-37.00%
2007	N/A	+10.35%
2006	N/A	+16.29%
2005	N/A	+2.53%
2004	N/A	+13.61%
2003	N/A	+22.25%
2002	N/A	-20.77%
2001	N/A	-22.59%
2000	N/A	-32.31%
1999	N/A	+11.64%

FHLC vs ADX Drawdown Comparison

The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.

The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.

The current FHLC drawdown is -9.14%.

Rank	FHLC	ADX
#1	-28.74% Feb 19, 2020 - May 29, 2020	-71.51% Sep 5, 2000 - Dec 13, 2016
#2	-20.41% Jul 20, 2015 - Jun 1, 2017	-37.17% Feb 19, 2020 - Aug 25, 2020
#3	-17.73% Dec 30, 2021 - Feb 5, 2024	-36.67% Feb 8, 2000 - Mar 3, 2000
#4	-17.02% Oct 1, 2018 - Nov 15, 2019	-34.19% Jan 19, 2000 - Feb 8, 2000
#5	-16.87% Sep 16, 2024 - Nov 12, 2025	-33.68% Mar 23, 2000 - Mar 28, 2000
#6	-12.08% Jan 26, 2018 - Aug 2, 2018	-25.07% Dec 29, 2021 - Nov 22, 2023
#7	-10.38% Jan 7, 2026 - Mar 27, 2026	-18.73% Sep 27, 2018 - Apr 4, 2019
#8	-8.26% Mar 4, 2014 - Jun 20, 2014	-18.29% Feb 18, 2025 - May 29, 2025
#9	-7.98% Sep 2, 2021 - Dec 23, 2021	-10.16% Feb 2, 2026 - Apr 9, 2026
#10	-7.87% Feb 12, 2021 - Apr 15, 2021	-10.01% Mar 31, 2000 - Jul 7, 2000
#11	-7.17% Sep 24, 2014 - Oct 24, 2014	-9.85% Jan 26, 2018 - Jul 24, 2018
#12	-6.65% Mar 28, 2024 - Jul 11, 2024	-9.59% Sep 2, 2020 - Nov 13, 2020
#13	-6.62% Jun 8, 2020 - Jul 14, 2020	-9.25% Jul 16, 2024 - Nov 6, 2024
#14	-6.58% Oct 12, 2020 - Nov 4, 2020	-7.76% Nov 17, 1999 - Dec 27, 1999
#15	-6.29% Sep 2, 2020 - Oct 8, 2020	-5.90% Sep 3, 2021 - Oct 25, 2021

Correlation

Correlation between FHLC and ADX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

FHLC vs ADX dividend yield comparison.

Year	FHLC	ADX
2026	0.33%	3.87%
2025	1.40%	7.93%
2024	1.51%	12.38%
2023	1.40%	7.34%
2022	1.30%	7.36%
2021	1.16%	15.35%
2020	1.45%	6.54%
2019	1.18%	9.00%
2018	1.38%	15.85%
2017	1.38%	9.18%
2016	1.40%	7.79%
2015	2.07%	7.17%
2014	1.03%	8.48%
2013	0.20%	6.35%
2012	0.00%	6.23%
2011	0.00%	6.33%
2010	0.00%	4.56%
2009	0.00%	4.46%
2008	0.00%	7.85%
2007	0.00%	7.29%
2006	0.00%	6.49%
2005	0.00%	6.22%
2004	0.00%	6.78%
2003	0.00%	6.29%
2002	0.00%	6.91%
2001	0.00%	11.32%
2000	0.00%	8.70%