FHLC vs RDVI
Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF).
FHLC vs RDVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FHLC
$2.80B
RDVI
$2.80B
Expense Ratio
Winner
FHLC
0.08%
RDVI
0.75%
Max Drawdown
FHLC
29.21%
Winner
RDVI
20.66%
Sharpe Ratio
FHLC
0.51
Winner
RDVI
1.59
5Y Beta
Winner
FHLC
0.53
RDVI
0.89
P/E Ratio
FHLC
36.02
Winner
RDVI
18.61
Forward P/E
FHLC
17.60
Winner
RDVI
16.72
PEG Ratio
FHLC
N/A
RDVI
0.39
5Y Dividends CAGR
FHLC
4.05%
RDVI
N/A
5Y EPS CAGR
FHLC
13.20%
Winner
RDVI
22.82%
Debt to Equity
Winner
FHLC
-92.95%
RDVI
25.70%
P/S Ratio
Winner
FHLC
1.45
RDVI
2.54
P/B Ratio
FHLC
4.33
Winner
RDVI
3.46
FHLC vs RDVI - Holdings Comparison
FHLC and RDVI have 7 common holdings. Overlap is 3.81%
FHLC's top 25 holdings weight is 72.98%. RDVI's top 25 holdings weight is 55.87%.
| Rank | FHLC | RDVI |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.48% | LAM RESEARCH CORP (LRCX) - 3.60% |
| #2 | JOHNSON & JOHNSON (JNJ) - 8.97% | APPLIED MATERIALS INC (AMAT) - 3.20% |
| #3 | ABBVIE INC (ABBV) - 5.71% | KLA CORP (KLAC) - 3.15% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.43% | GE VERNOVA INC (GEV) - 3.14% |
| #5 | MERCK & CO INC (MRK) - 4.46% | ALPHABET INC CLASS A (GOOGL) - 2.58% |
| #6 | AMGEN INC (AMGN) - 2.99% | BAKER HUGHES CO CLASS A (BKR) - 2.51% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.89% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.45% |
| #8 | INTUITIVE SURGICAL INC (ISRG) - 2.70% | MUELLER INDUSTRIES INC (MLI) - 2.44% |
| #9 | ABBOTT LABORATORIES (ABT) - 2.67% | ROSS STORES INC (ROST) - 2.43% |
| #10 | GILEAD SCIENCES INC (GILD) - 2.62% | NVIDIA CORP (NVDA) - 2.30% |
| #11 | PFIZER INC (PFE) - 2.46% | BANK OF NEW YORK MELLON CORP (BK) - 2.25% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.94% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.01% |
| #13 | DANAHER CORP (DHR) - 1.86% | SNAP-ON INC (SNA) - 1.96% |
| #14 | STRYKER CORP (SYK) - 1.81% | CHUBB LTD (CB) - 1.95% |
| #15 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.78% | THE TRAVELERS COMPANIES INC (TRV) - 1.92% |
| #16 | MEDTRONIC PLC (MDT) - 1.72% | JPMORGAN CHASE & CO (JPM) - 1.88% |
| #17 | CVS HEALTH CORP (CVS) - 1.68% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.83% |
| #18 | MCKESSON CORP (MCK) - 1.68% | ALLSTATE CORP (ALL) - 1.83% |
| #19 | BOSTON SCIENTIFIC CORP (BSX) - 1.42% | WILLIAMS-SONOMA INC (WSM) - 1.82% |
| #20 | ELEVANCE HEALTH INC (ELV) - 1.32% | PULTEGROUP INC (PHM) - 1.82% |
| #21 | THE CIGNA GROUP (CI) - 1.24% | STATE STREET CORP (STT) - 1.81% |
| #22 | REGENERON PHARMACEUTICALS INC (REGN) - 1.24% | GE AEROSPACE (GE) - 1.79% |
| #23 | HCA HEALTHCARE INC (HCA) - 1.13% | META PLATFORMS INC CLASS A (META) - 1.79% |
| #24 | CENCORA INC (COR) - 0.94% | AMERICAN EXPRESS CO (AXP) - 1.74% |
| #25 | ZOETIS INC CLASS A (ZTS) - 0.84% | MICROSOFT CORP (MSFT) - 1.67% |
| Total Holdings | 340 | 76 |
FHLC vs RDVI - Historical Returns
Returns include dividend reinvestment.
1M
FHLC
-3.30%
Winner
RDVI
+2.64%
3M
FHLC
-6.57%
Winner
RDVI
+2.14%
6M
FHLC
-0.43%
Winner
RDVI
+11.26%
1Y
FHLC
+11.49%
Winner
RDVI
+25.93%
5Y(CAGR)
FHLC
+3.79%
RDVI
N/A
10Y(CAGR)
FHLC
+9.29%
RDVI
N/A
Max(CAGR)
FHLC
+9.99%
Winner
RDVI
+19.62%
FHLC vs RDVI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FHLC | RDVI |
|---|---|---|
| 2026 | -6.51% | +6.28% |
| 2025 | +15.26% | +18.26% |
| 2024 | +0.95% | +14.28% |
| 2023 | +2.95% | +19.01% |
| 2022 | -4.85% | +9.89% |
| 2021 | +21.15% | N/A |
| 2020 | +18.06% | N/A |
| 2019 | +23.48% | N/A |
| 2018 | +3.45% | N/A |
| 2017 | +21.82% | N/A |
| 2016 | -1.38% | N/A |
| 2015 | +6.81% | N/A |
| 2014 | +25.83% | N/A |
| 2013 | +5.79% | N/A |
FHLC vs RDVI Drawdown Comparison
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current FHLC drawdown is -9.14%. The current RDVI drawdown is -1.30%.
| Rank | FHLC | RDVI |
|---|---|---|
| #1 | -28.74% Feb 19, 2020 - May 29, 2020 | -18.34% Nov 25, 2024 - Jul 22, 2025 |
| #2 | -20.41% Jul 20, 2015 - Jun 1, 2017 | -12.56% Feb 2, 2023 - Jul 18, 2023 |
| #3 | -17.73% Dec 30, 2021 - Feb 5, 2024 | -11.09% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -17.02% Oct 1, 2018 - Nov 15, 2019 | -8.47% Feb 26, 2026 - Apr 13, 2026 |
| #5 | -16.87% Sep 16, 2024 - Nov 12, 2025 | -7.88% Jul 31, 2024 - Aug 30, 2024 |
| #6 | -12.08% Jan 26, 2018 - Aug 2, 2018 | -6.67% Nov 30, 2022 - Jan 13, 2023 |
| #7 | -10.38% Jan 7, 2026 - Mar 27, 2026 | -5.19% Mar 28, 2024 - Jul 15, 2024 |
| #8 | -8.26% Mar 4, 2014 - Jun 20, 2014 | -4.58% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -7.98% Sep 2, 2021 - Dec 23, 2021 | -4.42% Oct 27, 2025 - Nov 28, 2025 |
| #10 | -7.87% Feb 12, 2021 - Apr 15, 2021 | -4.07% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -7.17% Sep 24, 2014 - Oct 24, 2014 | -3.75% Dec 27, 2023 - Jan 30, 2024 |
| #12 | -6.65% Mar 28, 2024 - Jul 11, 2024 | -3.29% Nov 1, 2022 - Nov 7, 2022 |
| #13 | -6.62% Jun 8, 2020 - Jul 14, 2020 | -3.27% Jan 13, 2023 - Jan 23, 2023 |
| #14 | -6.58% Oct 12, 2020 - Nov 4, 2020 | -2.93% Oct 17, 2024 - Nov 6, 2024 |
| #15 | -6.29% Sep 2, 2020 - Oct 8, 2020 | -2.85% Jul 16, 2024 - Jul 31, 2024 |
Correlation
Correlation between FHLC and RDVI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2013 - 2026)
FHLC vs RDVI dividend yield comparison.
| Year | FHLC | RDVI |
|---|---|---|
| 2026 | 0.33% | 2.78% |
| 2025 | 1.40% | 8.10% |
| 2024 | 1.51% | 8.62% |
| 2023 | 1.40% | 8.45% |
| 2022 | 1.30% | 1.53% |
| 2021 | 1.16% | 0.00% |
| 2020 | 1.45% | 0.00% |
| 2019 | 1.18% | 0.00% |
| 2018 | 1.38% | 0.00% |
| 2017 | 1.38% | 0.00% |
| 2016 | 1.40% | 0.00% |
| 2015 | 2.07% | 0.00% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.20% | 0.00% |
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