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FLRN vs FHLC

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN, ETF) and FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF).

5-Year PerformanceFHLC has outperformed FLRN, delivering a return of +4.8% compared to +4.2%

FLRN vs FHLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FLRN
$2.90B
Winner
FHLC
$3B
Expense Ratio
FLRN
0.15%
Winner
FHLC
0.08%
Max Drawdown
Winner
FLRN
20.15%
FHLC
29.21%
Sharpe Ratio
Winner
FLRN
1.50
FHLC
0.87
5Y Beta
Winner
FLRN
0.05
FHLC
0.52
P/E Ratio
FLRN
N/A
FHLC
37.68
Forward P/E
FLRN
N/A
FHLC
18.73
5Y Dividends CAGR
Winner
FLRN
47.01%
FHLC
4.05%
5Y EPS CAGR
FLRN
N/A
FHLC
12.54%
Debt to Equity
FLRN
N/A
FHLC
80.24%
P/S Ratio
FLRN
N/A
FHLC
1.93
P/B Ratio
FLRN
N/A
FHLC
4.95

FLRN vs FHLC - Historical Returns

Returns include dividend reinvestment.

1M
FLRN
+0.45%
Winner
FHLC
+5.02%
3M
FLRN
+1.32%
Winner
FHLC
+3.79%
6M
Winner
FLRN
+2.15%
FHLC
+0.58%
1Y
FLRN
+4.81%
Winner
FHLC
+15.99%
5Y(CAGR)
FLRN
+4.20%
Winner
FHLC
+4.77%
10Y(CAGR)
FLRN
+3.02%
Winner
FHLC
+9.76%
Max(CAGR)
FLRN
+2.47%
Winner
FHLC
+10.46%

FLRN vs FHLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearFLRNFHLC
2026+1.90%-0.34%
2025+4.97%+15.26%
2024+6.28%+0.95%
2023+6.50%+2.95%
2022+1.28%-4.85%
2021+0.33%+21.15%
2020+0.80%+18.06%
2019+4.16%+23.48%
2018+1.43%+3.45%
2017+1.91%+21.82%
2016+1.73%-1.38%
2015+0.47%+6.81%
2014+0.07%+25.83%
2013+0.87%+5.79%
2012+2.91%N/A
2011+0.86%N/A

FLRN vs FHLC Drawdown Comparison

The maximum drawdown for FLRN was -14.64%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.

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

The current FHLC drawdown is -3.15%.

RankFLRNFHLC
#1-14.64%
Feb 21, 2020 - Aug 5, 2020
-28.74%
Feb 19, 2020 - May 29, 2020
#2-7.84%
Jan 17, 2012 - May 2, 2018
-20.41%
Jul 20, 2015 - Jun 1, 2017
#3-2.16%
Mar 7, 2023 - Apr 17, 2023
-17.73%
Dec 30, 2021 - Feb 5, 2024
#4-1.46%
Feb 7, 2022 - Sep 7, 2022
-17.02%
Oct 1, 2018 - Nov 15, 2019
#5-1.43%
Apr 2, 2025 - Apr 28, 2025
-16.87%
Sep 16, 2024 - Nov 12, 2025
#6-0.89%
Nov 12, 2018 - Jan 18, 2019
-12.08%
Jan 26, 2018 - Aug 2, 2018
#7-0.57%
Sep 23, 2022 - Nov 8, 2022
-10.38%
Jan 7, 2026 - Mar 27, 2026
#8-0.46%
Aug 1, 2024 - Aug 9, 2024
-8.26%
Mar 4, 2014 - Jun 20, 2014
#9-0.43%
Apr 17, 2023 - Apr 27, 2023
-7.98%
Sep 2, 2021 - Dec 23, 2021
#10-0.33%
May 3, 2023 - May 12, 2023
-7.87%
Feb 12, 2021 - Apr 15, 2021
#11-0.26%
May 1, 2023 - May 3, 2023
-7.17%
Sep 24, 2014 - Oct 24, 2014
#12-0.23%
Dec 1, 2011 - Dec 15, 2011
-6.65%
Mar 28, 2024 - Jul 11, 2024
#13-0.23%
Mar 9, 2026 - Mar 23, 2026
-6.62%
Jun 8, 2020 - Jul 14, 2020
#14-0.21%
Mar 23, 2026 - Apr 6, 2026
-6.58%
Oct 12, 2020 - Nov 4, 2020
#15-0.21%
Sep 29, 2021 - Feb 7, 2022
-6.29%
Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between FLRN and FHLC is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2011 - 2026)

FLRN vs FHLC dividend yield comparison.

YearFLRNFHLC
20261.72%0.31%
20254.89%1.40%
20245.67%1.51%
20235.68%1.40%
20221.95%1.30%
20210.39%1.16%
20201.22%1.45%
20192.76%1.18%
20182.39%1.38%
20171.64%1.38%
20161.06%1.40%
20150.63%2.07%
20140.53%1.03%
20130.72%0.20%
20121.59%0.00%
20110.13%0.00%

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