FWD vs FHLC
Comparison between AB DISRUPTORS ETF (FWD, ETF) and FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF).
FWD vs FHLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FWD
$2.90B
Winner
FHLC
$3B
Expense Ratio
FWD
0.65%
Winner
FHLC
0.08%
Max Drawdown
Winner
FWD
29.02%
FHLC
29.21%
Sharpe Ratio
Winner
FWD
1.97
FHLC
0.87
5Y Beta
FWD
1.48
Winner
FHLC
0.52
P/E Ratio
FWD
57.22
Winner
FHLC
37.68
Forward P/E
FWD
26.26
Winner
FHLC
18.73
PEG Ratio
FWD
0.66
FHLC
N/A
5Y Dividends CAGR
FWD
N/A
FHLC
4.05%
5Y EPS CAGR
Winner
FWD
17.90%
FHLC
12.54%
Debt to Equity
Winner
FWD
43.99%
FHLC
80.24%
P/S Ratio
FWD
6.50
Winner
FHLC
1.93
P/B Ratio
FWD
9.60
Winner
FHLC
4.95
FWD vs FHLC - Holdings Comparison
FWD and FHLC have 6 common holdings. Overlap is 3.02%
FWD's top 25 holdings weight is 39.58%. FHLC's top 25 holdings weight is 69.16%.
| Rank | FWD | FHLC |
|---|---|---|
| #1 | n/a (n/a) - 3.83% | ELI LILLY AND CO (LLY) - 13.83% |
| #2 | BROADCOM INC (AVGO) - 2.96% | JOHNSON & JOHNSON (JNJ) - 8.57% |
| #3 | NVIDIA CORP (NVDA) - 2.78% | ABBVIE INC (ABBV) - 5.99% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 2.46% | UNITEDHEALTH GROUP INC (UNH) - 5.49% |
| #5 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.07% | MERCK & CO INC (MRK) - 4.53% |
| #6 | n/a (n/a) - 1.95% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.92% |
| #7 | CATERPILLAR INC (CAT) - 1.85% | AMGEN INC (AMGN) - 2.82% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.67% | GILEAD SCIENCES INC (GILD) - 2.59% |
| #9 | AMAZON.COM INC (AMZN) - 1.53% | ABBOTT LABORATORIES (ABT) - 2.43% |
| #10 | ASML HOLDING NV ADR (ASML) - 1.42% | INTUITIVE SURGICAL INC (ISRG) - 2.33% |
| #11 | INTEL CORP (INTC) - 1.36% | PFIZER INC (PFE) - 2.32% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 1.34% | CVS HEALTH CORP (CVS) - 1.83% |
| #13 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.23% | DANAHER CORP (DHR) - 1.82% |
| #14 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.19% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.79% |
| #15 | CIENA CORP (CIEN) - 1.17% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.77% |
| #16 | ARM HOLDINGS PLC ADR (ARM) - 1.16% | STRYKER CORP (SYK) - 1.64% |
| #17 | MICRON TECHNOLOGY INC (MU) - 1.12% | MEDTRONIC PLC (MDT) - 1.51% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.10% | MCKESSON CORP (MCK) - 1.43% |
| #19 | CORNING INC (GLW) - 1.08% | ELEVANCE HEALTH INC (ELV) - 1.41% |
| #20 | PRYSMIAN SPA (n/a) - 1.06% | THE CIGNA GROUP (CI) - 1.15% |
| #21 | LUMENTUM HOLDINGS INC (LITE) - 1.06% | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 0.21% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.05% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.21% |
| #23 | QNITY ELECTRONICS INC (Q) - 1.05% | ELANCO ANIMAL HEALTH INC (ELAN) - 0.19% |
| #24 | ADVANTEST CORP (n/a) - 1.05% | IONIS PHARMACEUTICALS INC (IONS) - 0.19% |
| #25 | COGNEX CORP (CGNX) - 1.04% | EXELIXIS INC (EXEL) - 0.19% |
| Total Holdings | 127 | 304 |
FWD vs FHLC - Historical Returns
Returns include dividend reinvestment.
1M
FWD
+4.75%
Winner
FHLC
+5.02%
3M
Winner
FWD
+27.31%
FHLC
+3.79%
6M
Winner
FWD
+34.78%
FHLC
+0.58%
1Y
Winner
FWD
+66.52%
FHLC
+15.99%
5Y(CAGR)
FWD
N/A
FHLC
+4.77%
10Y(CAGR)
FWD
N/A
FHLC
+9.76%
Max(CAGR)
Winner
FWD
+38.85%
FHLC
+10.46%
FWD vs FHLC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FWD | FHLC |
|---|---|---|
| 2026 | +31.42% | -0.34% |
| 2025 | +30.34% | +15.26% |
| 2024 | +32.20% | +0.95% |
| 2023 | +25.66% | +2.95% |
| 2022 | N/A | -4.85% |
| 2021 | N/A | +21.15% |
| 2020 | N/A | +18.06% |
| 2019 | N/A | +23.48% |
| 2018 | N/A | +3.45% |
| 2017 | N/A | +21.82% |
| 2016 | N/A | -1.38% |
| 2015 | N/A | +6.81% |
| 2014 | N/A | +25.83% |
| 2013 | N/A | +5.79% |
FWD vs FHLC Drawdown Comparison
The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The current FWD drawdown is -4.32%. The current FHLC drawdown is -3.15%.
| Rank | FWD | FHLC |
|---|---|---|
| #1 | -29.02% Jan 23, 2025 - Jun 26, 2025 | -28.74% Feb 19, 2020 - May 29, 2020 |
| #2 | -16.22% Jul 31, 2023 - Dec 12, 2023 | -20.41% Jul 20, 2015 - Jun 1, 2017 |
| #3 | -13.31% Jul 10, 2024 - Oct 9, 2024 | -17.73% Dec 30, 2021 - Feb 5, 2024 |
| #4 | -13.03% Feb 25, 2026 - Apr 10, 2026 | -17.02% Oct 1, 2018 - Nov 15, 2019 |
| #5 | -12.02% Oct 29, 2025 - Jan 6, 2026 | -16.87% Sep 16, 2024 - Nov 12, 2025 |
| #6 | -9.73% Jun 2, 2026 - Jun 10, 2026 | -12.08% Jan 26, 2018 - Aug 2, 2018 |
| #7 | -9.18% Mar 7, 2024 - May 14, 2024 | -10.38% Jan 7, 2026 - Mar 27, 2026 |
| #8 | -7.61% Jan 28, 2026 - Feb 24, 2026 | -8.26% Mar 4, 2014 - Jun 20, 2014 |
| #9 | -6.99% Dec 6, 2024 - Jan 21, 2025 | -7.98% Sep 2, 2021 - Dec 23, 2021 |
| #10 | -6.35% Mar 31, 2023 - May 22, 2023 | -7.87% Feb 12, 2021 - Apr 15, 2021 |
| #11 | -5.42% Dec 28, 2023 - Jan 19, 2024 | -7.17% Sep 24, 2014 - Oct 24, 2014 |
| #12 | -4.78% May 14, 2026 - May 22, 2026 | -6.65% Mar 28, 2024 - Jul 11, 2024 |
| #13 | -4.63% Oct 8, 2025 - Oct 24, 2025 | -6.62% Jun 8, 2020 - Jul 14, 2020 |
| #14 | -4.32% Jun 15, 2023 - Jul 12, 2023 | -6.58% Oct 12, 2020 - Nov 4, 2020 |
| #15 | -4.16% Oct 14, 2024 - Nov 6, 2024 | -6.29% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between FWD and FHLC is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2013 - 2026)
FWD vs FHLC dividend yield comparison.
| Year | FWD | FHLC |
|---|---|---|
| 2026 | 0.00% | 0.31% |
| 2025 | 0.11% | 1.40% |
| 2024 | 1.89% | 1.51% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.30% |
| 2021 | 0.00% | 1.16% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 1.18% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 1.38% |
| 2016 | 0.00% | 1.40% |
| 2015 | 0.00% | 2.07% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.20% |
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