FHLC vs BOTZ
Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF).
5-Year PerformanceFHLC has outperformed BOTZ, delivering a return of +6.2% compared to +1.0%
FHLC vs BOTZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FHLC
$3.30B
BOTZ
$3.30B
Expense Ratio
Winner
FHLC
0.08%
BOTZ
0.68%
Max Drawdown
Winner
FHLC
29.21%
BOTZ
55.64%
Sharpe Ratio
Winner
FHLC
1.58
BOTZ
0.32
5Y Beta
Winner
FHLC
0.48
BOTZ
1.36
P/E Ratio
FHLC
44.64
BOTZ
N/A
Forward P/E
FHLC
21.41
BOTZ
N/A
5Y Dividends CAGR
FHLC
5.72%
Winner
BOTZ
7.45%
5Y EPS CAGR
FHLC
9.93%
BOTZ
N/A
Debt to Equity
FHLC
81.90%
BOTZ
N/A
P/S Ratio
FHLC
2.24
BOTZ
N/A
P/B Ratio
FHLC
5.52
BOTZ
N/A
FHLC vs BOTZ - Holdings Comparison
FHLC and BOTZ have 4 common holdings. Overlap is 1.98%
FHLC's top 25 holdings weight is 68.88%. BOTZ's top 25 holdings weight is 84.93%.
| Rank | FHLC | BOTZ |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 13.76% | ABB LTD (n/a) - 9.97% |
| #2 | JOHNSON & JOHNSON (JNJ) - 8.77% | KEYENCE CORP (n/a) - 9.60% |
| #3 | ABBVIE INC (ABBV) - 6.10% | NVIDIA CORP (NVDA) - 9.27% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.16% | FANUC CORP (n/a) - 8.54% |
| #5 | MERCK & CO INC (MRK) - 4.50% | INTUITIVE SURGICAL INC (ISRG) - 6.13% |
| #6 | AMGEN INC (AMGN) - 3.13% | SMC CORP (6273:XTKS) - 4.63% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.10% | n/a (n/a) - 3.92% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.63% | DAIFUKU CO LTD (n/a) - 3.48% |
| #9 | GILEAD SCIENCES INC (GILD) - 2.30% | COGNEX CORP (CGNX) - 2.42% |
| #10 | PFIZER INC (PFE) - 2.14% | ALPHABET INC CLASS A (GOOGL) - 2.40% |
| #11 | INTUITIVE SURGICAL INC (ISRG) - 1.94% | n/a (n/a) - 2.36% |
| #12 | DANAHER CORP (DHR) - 1.86% | AURORA INNOVATION INC CLASS A (AUR) - 2.26% |
| #13 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.85% | YASKAWA ELECTRIC CORP (n/a) - 2.01% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.84% | TESLA INC (TSLA) - 1.96% |
| #15 | CVS HEALTH CORP (CVS) - 1.69% | BAIDU INC ADR (BIDU) - 1.87% |
| #16 | STRYKER CORP (SYK) - 1.66% | XIAOMI CORP CLASS B (n/a) - 1.62% |
| #17 | MEDTRONIC PLC (MDT) - 1.60% | OMRON CORP (n/a) - 1.61% |
| #18 | MCKESSON CORP (MCK) - 1.50% | AEROVIRONMENT INC (AVAV) - 1.61% |
| #19 | ELEVANCE HEALTH INC (ELV) - 1.22% | JBT MAREL CORP (JBTM) - 1.60% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 1.17% | HORIZON ROBOTICS CLASS B (n/a) - 1.59% |
| #21 | BAXTER INTERNATIONAL INC (BAX) - 0.20% | XPENG INC ADR (XPEV) - 1.38% |
| #22 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.20% | UIPATH INC CLASS A (PATH) - 1.24% |
| #23 | n/a (CRL) - 0.19% | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.23% |
| #24 | MEDPACE HOLDINGS INC (MEDP) - 0.19% | RAINBOW ROBOTICS ORDINARY SHARES (n/a) - 1.16% |
| #25 | REVVITY INC (RVTY) - 0.18% | RENISHAW PLC (n/a) - 1.07% |
| Total Holdings | 298 | 64 |
FHLC vs BOTZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FHLC
+8.50%
BOTZ
+3.30%
3M
Winner
FHLC
+18.89%
BOTZ
-9.06%
6M
Winner
FHLC
+13.94%
BOTZ
-7.59%
1Y
Winner
FHLC
+31.34%
BOTZ
+10.17%
5Y(CAGR)
Winner
FHLC
+6.17%
BOTZ
+1.02%
10Y(CAGR)
Winner
FHLC
+10.68%
BOTZ
+9.85%
Max(CAGR)
Winner
FHLC
+11.49%
BOTZ
+9.85%
FHLC vs BOTZ - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FHLC | BOTZ |
|---|---|---|
| 2026 | +14.34% | -1.78% |
| 2025 | +15.26% | +12.82% |
| 2024 | +0.95% | +15.46% |
| 2023 | +2.95% | +38.29% |
| 2022 | -4.85% | -42.93% |
| 2021 | +21.15% | +9.09% |
| 2020 | +18.06% | +49.32% |
| 2019 | +23.48% | +31.16% |
| 2018 | +3.45% | -29.24% |
| 2017 | +21.82% | +56.97% |
| 2016 | -1.38% | +1.68% |
| 2015 | +6.81% | N/A |
| 2014 | +25.83% | N/A |
| 2013 | +5.79% | N/A |
FHLC vs BOTZ Drawdown Comparison
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.
The current FHLC drawdown is -0.62%. The current BOTZ drawdown is -13.39%.
| Rank | FHLC | BOTZ |
|---|---|---|
| #1 | -28.74% Feb 19, 2020 - May 29, 2020 | -55.54% Nov 8, 2021 - Feb 25, 2026 |
| #2 | -20.41% Jul 20, 2015 - Jun 1, 2017 | -43.53% Jan 23, 2018 - Aug 12, 2020 |
| #3 | -17.73% Dec 30, 2021 - Feb 5, 2024 | -19.34% Feb 25, 2026 - May 6, 2026 |
| #4 | -17.02% Oct 1, 2018 - Nov 15, 2019 | -19.06% May 13, 2026 - Jul 29, 2026 |
| #5 | -16.87% Sep 16, 2024 - Nov 12, 2025 | -13.52% Feb 12, 2021 - Aug 24, 2021 |
| #6 | -12.08% Jan 26, 2018 - Aug 2, 2018 | -11.73% Sep 23, 2021 - Nov 4, 2021 |
| #7 | -10.38% Jan 7, 2026 - Jun 26, 2026 | -7.47% Nov 24, 2017 - Jan 5, 2018 |
| #8 | -8.26% Mar 4, 2014 - Jun 20, 2014 | -5.65% Sep 2, 2020 - Oct 1, 2020 |
| #9 | -7.98% Sep 2, 2021 - Dec 23, 2021 | -5.33% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -7.87% Feb 12, 2021 - Apr 15, 2021 | -4.97% Jan 20, 2021 - Feb 8, 2021 |
| #11 | -7.17% Sep 24, 2014 - Oct 24, 2014 | -3.97% Oct 10, 2016 - Jan 11, 2017 |
| #12 | -6.65% Mar 28, 2024 - Jul 11, 2024 | -3.65% Jun 5, 2017 - Jul 14, 2017 |
| #13 | -6.62% Jun 8, 2020 - Jul 14, 2020 | -3.13% Nov 8, 2017 - Nov 21, 2017 |
| #14 | -6.58% Oct 12, 2020 - Nov 4, 2020 | -3.00% Oct 24, 2017 - Nov 6, 2017 |
| #15 | -6.29% Sep 2, 2020 - Oct 8, 2020 | -2.95% Mar 29, 2017 - Apr 24, 2017 |
Correlation
Correlation between FHLC and BOTZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2013 - 2026)
FHLC vs BOTZ dividend yield comparison.
| Year | FHLC | BOTZ |
|---|---|---|
| 2026 | 0.58% | 0.05% |
| 2025 | 1.40% | 0.66% |
| 2024 | 1.51% | 0.13% |
| 2023 | 1.40% | 0.20% |
| 2022 | 1.30% | 0.23% |
| 2021 | 1.16% | 0.16% |
| 2020 | 1.45% | 0.19% |
| 2019 | 1.18% | 0.83% |
| 2018 | 1.38% | 1.44% |
| 2017 | 1.38% | 0.01% |
| 2016 | 1.40% | 0.06% |
| 2015 | 2.07% | 0.00% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.20% | 0.00% |
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