FHLC vs WTV
Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed FHLC, delivering a return of +13.3% compared to +4.8%
FHLC vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FHLC
$3B
WTV
$3B
Expense Ratio
Winner
FHLC
0.08%
WTV
0.12%
Max Drawdown
Winner
FHLC
29.21%
WTV
42.18%
Sharpe Ratio
FHLC
0.87
Winner
WTV
1.62
5Y Beta
Winner
FHLC
0.52
WTV
0.80
P/E Ratio
FHLC
37.68
Winner
WTV
21.87
Forward P/E
FHLC
18.73
Winner
WTV
13.94
PEG Ratio
FHLC
N/A
WTV
0.35
5Y Dividends CAGR
FHLC
4.05%
Winner
WTV
17.94%
5Y EPS CAGR
FHLC
12.54%
Winner
WTV
16.92%
Debt to Equity
FHLC
80.24%
Winner
WTV
-67.58%
P/S Ratio
FHLC
1.93
Winner
WTV
1.30
P/B Ratio
FHLC
4.95
Winner
WTV
2.50
FHLC vs WTV - Holdings Comparison
FHLC and WTV have 6 common holdings. Overlap is 3.58%
FHLC's top 25 holdings weight is 69.16%. WTV's top 25 holdings weight is 39.63%.
| Rank | FHLC | WTV |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 13.83% | NVIDIA CORP (NVDA) - 3.63% |
| #2 | JOHNSON & JOHNSON (JNJ) - 8.57% | n/a (DELL) - 2.97% |
| #3 | ABBVIE INC (ABBV) - 5.99% | CISCO SYSTEMS INC (CSCO) - 2.26% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.49% | ZOOM COMMUNICATIONS INC (ZM) - 2.16% |
| #5 | MERCK & CO INC (MRK) - 4.53% | SALESFORCE INC (CRM) - 2.05% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.92% | CITIGROUP INC (C) - 1.69% |
| #7 | AMGEN INC (AMGN) - 2.82% | TARGET CORP (TGT) - 1.61% |
| #8 | GILEAD SCIENCES INC (GILD) - 2.59% | SOUTHWEST AIRLINES CO (LUV) - 1.51% |
| #9 | ABBOTT LABORATORIES (ABT) - 2.43% | QUALCOMM INC (QCOM) - 1.49% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.33% | DAVITA INC (DVA) - 1.43% |
| #11 | PFIZER INC (PFE) - 2.32% | VIATRIS INC (VTRS) - 1.38% |
| #12 | CVS HEALTH CORP (CVS) - 1.83% | MORGAN STANLEY (MS) - 1.36% |
| #13 | DANAHER CORP (DHR) - 1.82% | META PLATFORMS INC CLASS A (META) - 1.34% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.79% | ALTRIA GROUP INC (MO) - 1.32% |
| #15 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.77% | VERIZON COMMUNICATIONS INC (VZ) - 1.31% |
| #16 | STRYKER CORP (SYK) - 1.64% | ADOBE INC (ADBE) - 1.28% |
| #17 | MEDTRONIC PLC (MDT) - 1.51% | SLB LTD (SLB) - 1.25% |
| #18 | MCKESSON CORP (MCK) - 1.43% | MERCK & CO INC (MRK) - 1.24% |
| #19 | ELEVANCE HEALTH INC (ELV) - 1.41% | THE MOSAIC CO (MOS) - 1.22% |
| #20 | THE CIGNA GROUP (CI) - 1.15% | RYDER SYSTEM INC (R) - 1.21% |
| #21 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 0.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.20% |
| #22 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.21% | BALL CORP (BALL) - 1.19% |
| #23 | ELANCO ANIMAL HEALTH INC (ELAN) - 0.19% | THE KRAFT HEINZ CO (KHC) - 1.19% |
| #24 | IONIS PHARMACEUTICALS INC (IONS) - 0.19% | SKYWORKS SOLUTIONS INC (SWKS) - 1.18% |
| #25 | EXELIXIS INC (EXEL) - 0.19% | EDISON INTERNATIONAL (EIX) - 1.16% |
| Total Holdings | 304 | 118 |
FHLC vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FHLC
+5.02%
WTV
+4.23%
3M
FHLC
+3.79%
Winner
WTV
+10.05%
6M
FHLC
+0.58%
Winner
WTV
+10.71%
1Y
FHLC
+15.99%
Winner
WTV
+24.64%
5Y(CAGR)
FHLC
+4.77%
Winner
WTV
+13.32%
10Y(CAGR)
FHLC
+9.76%
Winner
WTV
+13.57%
Max(CAGR)
FHLC
+10.46%
Winner
WTV
+13.57%
FHLC vs WTV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FHLC | WTV |
|---|---|---|
| 2026 | -0.34% | +10.74% |
| 2025 | +15.26% | +14.03% |
| 2024 | +0.95% | +23.99% |
| 2023 | +2.95% | +22.85% |
| 2022 | -4.85% | -8.18% |
| 2021 | +21.15% | +31.79% |
| 2020 | +18.06% | +5.42% |
| 2019 | +23.48% | +29.11% |
| 2018 | +3.45% | -8.58% |
| 2017 | +21.82% | +1.14% |
| 2016 | -1.38% | N/A |
| 2015 | +6.81% | N/A |
| 2014 | +25.83% | N/A |
| 2013 | +5.79% | N/A |
FHLC vs WTV Drawdown Comparison
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current FHLC drawdown is -3.15%.
| Rank | FHLC | WTV |
|---|---|---|
| #1 | -28.74% Feb 19, 2020 - May 29, 2020 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -20.41% Jul 20, 2015 - Jun 1, 2017 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -17.73% Dec 30, 2021 - Feb 5, 2024 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -17.02% Oct 1, 2018 - Nov 15, 2019 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -16.87% Sep 16, 2024 - Nov 12, 2025 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -12.08% Jan 26, 2018 - Aug 2, 2018 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -10.38% Jan 7, 2026 - Mar 27, 2026 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -8.26% Mar 4, 2014 - Jun 20, 2014 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -7.98% Sep 2, 2021 - Dec 23, 2021 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -7.87% Feb 12, 2021 - Apr 15, 2021 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -7.17% Sep 24, 2014 - Oct 24, 2014 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -6.65% Mar 28, 2024 - Jul 11, 2024 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -6.62% Jun 8, 2020 - Jul 14, 2020 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -6.58% Oct 12, 2020 - Nov 4, 2020 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -6.29% Sep 2, 2020 - Oct 8, 2020 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between FHLC and WTV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
FHLC vs WTV dividend yield comparison.
| Year | FHLC | WTV |
|---|---|---|
| 2026 | 0.31% | 0.50% |
| 2025 | 1.40% | 1.59% |
| 2024 | 1.51% | 1.54% |
| 2023 | 1.40% | 1.62% |
| 2022 | 1.30% | 2.08% |
| 2021 | 1.16% | 1.55% |
| 2020 | 1.45% | 1.63% |
| 2019 | 1.18% | 1.44% |
| 2018 | 1.38% | 1.94% |
| 2017 | 1.38% | 0.41% |
| 2016 | 1.40% | 0.00% |
| 2015 | 2.07% | 0.00% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.20% | 0.00% |
Select Stocks to Compare
Popular: FHLC vs SPYWTV vs SPY
More Comparisons
Compare with similar stocks