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FHLC vs HYMB

Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).

5-Year PerformanceFHLC has outperformed HYMB, delivering a return of +4.4% compared to +0.4%

FHLC vs HYMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FHLC
$3B
HYMB
$3B
Expense Ratio
Winner
FHLC
0.08%
HYMB
0.35%
Max Drawdown
Winner
FHLC
29.21%
HYMB
29.76%
Sharpe Ratio
FHLC
0.77
Winner
HYMB
0.81
5Y Beta
FHLC
0.51
Winner
HYMB
0.04
P/E Ratio
FHLC
36.96
HYMB
N/A
Forward P/E
FHLC
18.65
HYMB
N/A
5Y Dividends CAGR
Winner
FHLC
4.05%
HYMB
2.22%
5Y EPS CAGR
FHLC
12.32%
HYMB
N/A
Debt to Equity
FHLC
80.11%
HYMB
N/A
P/S Ratio
FHLC
1.91
HYMB
N/A
P/B Ratio
FHLC
4.96
HYMB
N/A

FHLC vs HYMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FHLC
+3.85%
HYMB
+1.96%
3M
Winner
FHLC
+2.17%
HYMB
+1.61%
6M
FHLC
-0.69%
Winner
HYMB
+2.93%
1Y
Winner
FHLC
+16.74%
HYMB
+6.90%
5Y(CAGR)
Winner
FHLC
+4.38%
HYMB
+0.36%
10Y(CAGR)
Winner
FHLC
+9.75%
HYMB
+2.32%
Max(CAGR)
Winner
FHLC
+10.31%
HYMB
+4.41%

FHLC vs HYMB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearFHLCHYMB
2026-1.94%+2.95%
2025+15.26%+1.88%
2024+0.95%+6.23%
2023+2.95%+7.95%
2022-4.85%-15.54%
2021+21.15%+5.37%
2020+18.06%+3.67%
2019+23.48%+9.49%
2018+3.45%+4.78%
2017+21.82%+3.02%
2016-1.38%+1.92%
2015+6.81%+3.59%
2014+25.83%+17.12%
2013+5.79%-8.31%
2012N/A+15.62%
2011N/A+10.19%

FHLC vs HYMB Drawdown Comparison

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

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The current FHLC drawdown is -4.70%. The current HYMB drawdown is -0.16%.

RankFHLCHYMB
#1-28.74%
Feb 19, 2020 - May 29, 2020
-29.57%
Mar 5, 2020 - Jan 6, 2021
#2-20.41%
Jul 20, 2015 - Jun 1, 2017
-20.16%
Jul 27, 2021 - Feb 26, 2026
#3-17.73%
Dec 30, 2021 - Feb 5, 2024
-16.59%
May 20, 2013 - May 20, 2014
#4-17.02%
Oct 1, 2018 - Nov 15, 2019
-7.98%
Aug 29, 2016 - Aug 29, 2017
#5-16.87%
Sep 16, 2024 - Nov 12, 2025
-4.28%
Dec 6, 2012 - Jan 22, 2013
#6-12.08%
Jan 26, 2018 - Aug 2, 2018
-4.19%
Jan 30, 2015 - Oct 22, 2015
#7-10.38%
Jan 7, 2026 - Mar 27, 2026
-3.65%
Sep 5, 2017 - May 25, 2018
#8-8.26%
Mar 4, 2014 - Jun 20, 2014
-3.11%
Feb 27, 2026 - May 28, 2026
#9-7.98%
Sep 2, 2021 - Dec 23, 2021
-2.49%
Feb 11, 2021 - Apr 22, 2021
#10-7.87%
Feb 12, 2021 - Apr 15, 2021
-1.93%
May 30, 2014 - Aug 11, 2014
#11-7.17%
Sep 24, 2014 - Oct 24, 2014
-1.89%
Sep 6, 2018 - Dec 28, 2018
#12-6.65%
Mar 28, 2024 - Jul 11, 2024
-1.51%
Oct 4, 2011 - Nov 2, 2011
#13-6.62%
Jun 8, 2020 - Jul 14, 2020
-1.41%
Mar 13, 2012 - Apr 12, 2012
#14-6.58%
Oct 12, 2020 - Nov 4, 2020
-1.33%
Nov 2, 2015 - Dec 23, 2015
#15-6.29%
Sep 2, 2020 - Oct 8, 2020
-1.32%
Jul 6, 2011 - Jul 12, 2011

Correlation

Correlation between FHLC and HYMB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2011 - 2026)

FHLC vs HYMB dividend yield comparison.

YearFHLCHYMB
20260.31%1.90%
20251.40%4.55%
20241.51%4.29%
20231.40%4.07%
20221.30%3.77%
20211.16%3.19%
20201.45%3.55%
20191.18%3.95%
20181.38%4.03%
20171.38%3.78%
20161.40%4.08%
20152.07%4.54%
20141.03%4.49%
20130.20%5.17%
20120.00%4.99%
20110.00%4.30%

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