FHLC vs NEA
Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).
5-Year PerformanceFHLC has outperformed NEA, delivering a return of +6.2% compared to -0.9%
FHLC vs NEA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FHLC vs NEA - Historical Returns
Returns include dividend reinvestment.
FHLC vs NEA - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | FHLC | NEA |
|---|---|---|
| 2026 | +14.34% | +0.94% |
| 2025 | +15.26% | +10.42% |
| 2024 | +0.95% | +9.00% |
| 2023 | +2.95% | -0.58% |
| 2022 | -4.85% | -23.00% |
| 2021 | +21.15% | +8.45% |
| 2020 | +18.06% | +10.47% |
| 2019 | +23.48% | +20.56% |
| 2018 | +3.45% | -5.87% |
| 2017 | +21.82% | +9.35% |
| 2016 | -1.38% | +1.99% |
| 2015 | +6.81% | +6.25% |
| 2014 | +25.83% | +21.40% |
| 2013 | +5.79% | -16.42% |
| 2012 | N/A | +6.78% |
| 2011 | N/A | +17.35% |
| 2010 | N/A | +1.80% |
| 2009 | N/A | +34.36% |
| 2008 | N/A | -24.81% |
| 2007 | N/A | +5.52% |
| 2006 | N/A | +11.55% |
| 2005 | N/A | +4.15% |
| 2004 | N/A | -4.83% |
| 2003 | N/A | +8.59% |
| 2002 | N/A | +0.07% |
FHLC vs NEA Drawdown Comparison
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.
The current FHLC drawdown is -0.62%. The current NEA drawdown is -5.98%.
| Rank | FHLC | NEA |
|---|---|---|
| #1 | -28.74% Feb 19, 2020 - May 29, 2020 | -43.81% Feb 12, 2008 - Sep 21, 2009 |
| #2 | -20.41% Jul 20, 2015 - Jun 1, 2017 | -36.56% Sep 15, 2021 - Oct 23, 2023 |
| #3 | -17.73% Dec 30, 2021 - Feb 5, 2024 | -25.03% Mar 6, 2020 - Aug 10, 2020 |
| #4 | -17.02% Oct 1, 2018 - Nov 15, 2019 | -23.18% Nov 30, 2012 - Jan 7, 2015 |
| #5 | -16.87% Sep 16, 2024 - Nov 12, 2025 | -18.08% Sep 10, 2010 - Dec 2, 2011 |
| #6 | -12.08% Jan 26, 2018 - Aug 2, 2018 | -16.44% Mar 5, 2004 - Jun 29, 2005 |
| #7 | -10.38% Jan 7, 2026 - Jun 26, 2026 | -12.37% Jul 8, 2016 - Mar 7, 2019 |
| #8 | -8.26% Mar 4, 2014 - Jun 20, 2014 | -12.29% Feb 12, 2007 - Jan 15, 2008 |
| #9 | -7.98% Sep 2, 2021 - Dec 23, 2021 | -10.90% Jul 28, 2005 - Jul 12, 2006 |
| #10 | -7.87% Feb 12, 2021 - Apr 15, 2021 | -10.61% Jul 14, 2003 - Dec 31, 2003 |
| #11 | -7.17% Sep 24, 2014 - Oct 24, 2014 | -9.23% Feb 2, 2015 - Dec 24, 2015 |
| #12 | -6.65% Mar 28, 2024 - Jul 11, 2024 | -9.15% Oct 7, 2009 - Feb 2, 2010 |
| #13 | -6.62% Jun 8, 2020 - Jul 14, 2020 | -6.54% Mar 12, 2012 - May 16, 2012 |
| #14 | -6.58% Oct 12, 2020 - Nov 4, 2020 | -4.92% Jan 27, 2021 - Apr 13, 2021 |
| #15 | -6.29% Sep 2, 2020 - Oct 8, 2020 | -4.73% Nov 30, 2006 - Feb 12, 2007 |
Correlation
Correlation between FHLC and NEA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
FHLC vs NEA dividend yield comparison.
| Year | FHLC | NEA |
|---|---|---|
| 2026 | 0.58% | 4.85% |
| 2025 | 1.40% | 7.36% |
| 2024 | 1.51% | 6.63% |
| 2023 | 1.40% | 3.95% |
| 2022 | 1.30% | 5.49% |
| 2021 | 1.16% | 4.50% |
| 2020 | 1.45% | 4.45% |
| 2019 | 1.18% | 4.46% |
| 2018 | 1.38% | 5.40% |
| 2017 | 1.38% | 5.33% |
| 2016 | 1.40% | 5.70% |
| 2015 | 2.07% | 5.71% |
| 2014 | 1.03% | 5.95% |
| 2013 | 0.20% | 6.24% |
| 2012 | 0.00% | 5.65% |
| 2011 | 0.00% | 5.64% |
| 2010 | 0.00% | 6.09% |
| 2009 | 0.00% | 5.37% |
| 2008 | 0.00% | 6.81% |
| 2007 | 0.00% | 4.93% |
| 2006 | 0.00% | 5.10% |
| 2005 | 0.00% | 5.93% |
| 2004 | 0.00% | 6.81% |
| 2003 | 0.00% | 6.11% |
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