FHLC vs AOA
Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed FHLC, delivering a return of +9.2% compared to +5.4%
FHLC vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FHLC
$3.20B
AOA
$3.20B
Expense Ratio
Winner
FHLC
0.08%
AOA
0.15%
Max Drawdown
FHLC
29.21%
Winner
AOA
28.38%
Sharpe Ratio
Winner
FHLC
1.65
AOA
1.39
5Y Beta
Winner
FHLC
0.48
AOA
0.72
P/E Ratio
FHLC
37.59
AOA
N/A
Forward P/E
FHLC
19.73
AOA
N/A
5Y Dividends CAGR
FHLC
5.72%
Winner
AOA
13.36%
5Y EPS CAGR
FHLC
12.74%
AOA
N/A
Debt to Equity
FHLC
79.01%
AOA
N/A
P/S Ratio
FHLC
1.95
AOA
N/A
P/B Ratio
FHLC
5.15
AOA
N/A
FHLC vs AOA - Holdings Comparison
FHLC and AOA have 0 common holdings. Overlap is 0.00%
FHLC's top 25 holdings weight is 69.28%. AOA's top 25 holdings weight is 99.90%.
| Rank | FHLC | AOA |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 13.77% | ISHARES CORE S&P 500 ETF (IVV) - 45.77% |
| #2 | JOHNSON & JOHNSON (JNJ) - 8.80% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.51% |
| #3 | ABBVIE INC (ABBV) - 6.61% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.18% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.78% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.69% |
| #5 | MERCK & CO INC (MRK) - 4.55% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% |
| #6 | AMGEN INC (AMGN) - 2.88% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.58% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.84% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.28% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.53% | N/A |
| #9 | GILEAD SCIENCES INC (GILD) - 2.36% | N/A |
| #10 | PFIZER INC (PFE) - 2.07% | N/A |
| #11 | CVS HEALTH CORP (CVS) - 2.05% | N/A |
| #12 | INTUITIVE SURGICAL INC (ISRG) - 1.81% | N/A |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.81% | N/A |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.79% | N/A |
| #15 | DANAHER CORP (DHR) - 1.66% | N/A |
| #16 | STRYKER CORP (SYK) - 1.58% | N/A |
| #17 | MEDTRONIC PLC (MDT) - 1.54% | N/A |
| #18 | MCKESSON CORP (MCK) - 1.48% | N/A |
| #19 | ELEVANCE HEALTH INC (ELV) - 1.26% | N/A |
| #20 | THE CIGNA GROUP (CI) - 1.12% | N/A |
| #21 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 0.21% | N/A |
| #22 | XAV HEALTH CARE SEP26 XCME 20260918 (n/a) - 0.20% | N/A |
| #23 | THE COOPER COMPANIES INC (COO) - 0.20% | N/A |
| #24 | EXELIXIS INC (EXEL) - 0.19% | N/A |
| #25 | ELANCO ANIMAL HEALTH INC (ELAN) - 0.19% | N/A |
| Total Holdings | 298 | 7 |
FHLC vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
FHLC
+0.65%
Winner
AOA
+2.63%
3M
Winner
FHLC
+15.63%
AOA
+4.32%
6M
FHLC
+8.03%
Winner
AOA
+8.50%
1Y
Winner
FHLC
+32.95%
AOA
+20.86%
5Y(CAGR)
FHLC
+5.41%
Winner
AOA
+9.23%
10Y(CAGR)
FHLC
+10.13%
Winner
AOA
+10.43%
Max(CAGR)
Winner
FHLC
+11.10%
AOA
+10.59%
FHLC vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FHLC | AOA |
|---|---|---|
| 2026 | +8.95% | +11.49% |
| 2025 | +15.26% | +19.99% |
| 2024 | +0.95% | +14.32% |
| 2023 | +2.95% | +18.04% |
| 2022 | -4.85% | -16.54% |
| 2021 | +21.15% | +15.99% |
| 2020 | +18.06% | +11.88% |
| 2019 | +23.48% | +22.58% |
| 2018 | +3.45% | -8.43% |
| 2017 | +21.82% | +19.48% |
| 2016 | -1.38% | +9.03% |
| 2015 | +6.81% | -0.97% |
| 2014 | +25.83% | +7.12% |
| 2013 | +5.79% | +20.51% |
| 2012 | N/A | +13.52% |
| 2011 | N/A | -2.65% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +23.86% |
| 2008 | N/A | -2.55% |
FHLC vs AOA Drawdown Comparison
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current FHLC drawdown is -0.41%.
| Rank | FHLC | AOA |
|---|---|---|
| #1 | -28.74% Feb 19, 2020 - May 29, 2020 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -20.41% Jul 20, 2015 - Jun 1, 2017 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -17.73% Dec 30, 2021 - Feb 5, 2024 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -17.02% Oct 1, 2018 - Nov 15, 2019 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -16.87% Sep 16, 2024 - Nov 12, 2025 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -12.08% Jan 26, 2018 - Aug 2, 2018 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -10.38% Jan 7, 2026 - Jun 26, 2026 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -8.26% Mar 4, 2014 - Jun 20, 2014 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -7.98% Sep 2, 2021 - Dec 23, 2021 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -7.87% Feb 12, 2021 - Apr 15, 2021 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -7.17% Sep 24, 2014 - Oct 24, 2014 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -6.65% Mar 28, 2024 - Jul 11, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -6.62% Jun 8, 2020 - Jul 14, 2020 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -6.58% Oct 12, 2020 - Nov 4, 2020 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -6.29% Sep 2, 2020 - Oct 8, 2020 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between FHLC and AOA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2008 - 2026)
FHLC vs AOA dividend yield comparison.
| Year | FHLC | AOA |
|---|---|---|
| 2026 | 0.61% | 0.96% |
| 2025 | 1.40% | 2.18% |
| 2024 | 1.51% | 2.30% |
| 2023 | 1.40% | 2.22% |
| 2022 | 1.30% | 2.10% |
| 2021 | 1.16% | 1.67% |
| 2020 | 1.45% | 1.71% |
| 2019 | 1.18% | 2.50% |
| 2018 | 1.38% | 2.37% |
| 2017 | 1.38% | 5.09% |
| 2016 | 1.40% | 2.26% |
| 2015 | 2.07% | 2.15% |
| 2014 | 1.03% | 2.18% |
| 2013 | 0.20% | 1.84% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.21% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.00% | 2.04% |
| 2008 | 0.00% | 0.71% |
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