FHLC vs EXG
Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceEXG has outperformed FHLC, delivering a return of +7.9% compared to +6.2%
FHLC vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FHLC vs EXG - Historical Returns
Returns include dividend reinvestment.
FHLC vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FHLC | EXG |
|---|---|---|
| 2026 | +14.34% | +10.46% |
| 2025 | +15.26% | +27.44% |
| 2024 | +0.95% | +16.79% |
| 2023 | +2.95% | +11.76% |
| 2022 | -4.85% | -22.10% |
| 2021 | +21.15% | +34.13% |
| 2020 | +18.06% | +9.21% |
| 2019 | +23.48% | +25.03% |
| 2018 | +3.45% | -13.16% |
| 2017 | +21.82% | +29.44% |
| 2016 | -1.38% | +3.19% |
| 2015 | +6.81% | +2.91% |
| 2014 | +25.83% | +4.69% |
| 2013 | +5.79% | +22.32% |
| 2012 | N/A | +17.95% |
| 2011 | N/A | -12.98% |
| 2010 | N/A | -3.10% |
| 2009 | N/A | +42.60% |
| 2008 | N/A | -31.74% |
| 2007 | N/A | -10.83% |
FHLC vs EXG Drawdown Comparison
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current FHLC drawdown is -0.62%. The current EXG drawdown is -1.33%.
| Rank | FHLC | EXG |
|---|---|---|
| #1 | -28.74% Feb 19, 2020 - May 29, 2020 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -20.41% Jul 20, 2015 - Jun 1, 2017 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -17.73% Dec 30, 2021 - Feb 5, 2024 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -17.02% Oct 1, 2018 - Nov 15, 2019 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -16.87% Sep 16, 2024 - Nov 12, 2025 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -12.08% Jan 26, 2018 - Aug 2, 2018 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -10.38% Jan 7, 2026 - Jun 26, 2026 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -8.26% Mar 4, 2014 - Jun 20, 2014 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -7.98% Sep 2, 2021 - Dec 23, 2021 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -7.87% Feb 12, 2021 - Apr 15, 2021 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -7.17% Sep 24, 2014 - Oct 24, 2014 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -6.65% Mar 28, 2024 - Jul 11, 2024 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -6.62% Jun 8, 2020 - Jul 14, 2020 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -6.58% Oct 12, 2020 - Nov 4, 2020 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -6.29% Sep 2, 2020 - Oct 8, 2020 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between FHLC and EXG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
FHLC vs EXG dividend yield comparison.
| Year | FHLC | EXG |
|---|---|---|
| 2026 | 0.58% | 5.30% |
| 2025 | 1.40% | 8.27% |
| 2024 | 1.51% | 9.27% |
| 2023 | 1.40% | 8.60% |
| 2022 | 1.30% | 10.59% |
| 2021 | 1.16% | 7.27% |
| 2020 | 1.45% | 8.43% |
| 2019 | 1.18% | 8.42% |
| 2018 | 1.38% | 12.23% |
| 2017 | 1.38% | 9.84% |
| 2016 | 1.40% | 12.16% |
| 2015 | 2.07% | 11.02% |
| 2014 | 1.03% | 10.28% |
| 2013 | 0.20% | 9.76% |
| 2012 | 0.00% | 11.54% |
| 2011 | 0.00% | 13.78% |
| 2010 | 0.00% | 14.53% |
| 2009 | 0.00% | 15.41% |
| 2008 | 0.00% | 19.29% |
| 2007 | 0.00% | 8.63% |
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