DLHIX vs. VGHCX
Compare and contrast key facts about Delaware Healthcare Fund (DLHIX) and Vanguard Health Care Fund Investor Shares (VGHCX).
DLHIX is managed by Delaware Funds by Macquarie. It was launched on Sep 27, 2007. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
DLHIX vs. VGHCX - Performance Comparison
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DLHIX vs. VGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | -5.80% | 22.27% | 8.76% | 5.42% | -0.99% | 5.48% | 12.02% | 31.82% | -0.59% | 32.29% |
VGHCX Vanguard Health Care Fund Investor Shares | -5.90% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
Returns By Period
The year-to-date returns for both stocks are quite close, with DLHIX having a -5.80% return and VGHCX slightly lower at -5.90%. Over the past 10 years, DLHIX has outperformed VGHCX with an annualized return of 10.50%, while VGHCX has yielded a comparatively lower 9.25% annualized return.
DLHIX
- 1D
- 1.18%
- 1M
- -8.50%
- YTD
- -5.80%
- 6M
- 6.03%
- 1Y
- 14.04%
- 3Y*
- 10.99%
- 5Y*
- 6.84%
- 10Y*
- 10.50%
VGHCX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.90%
- 6M
- 7.14%
- 1Y
- 9.73%
- 3Y*
- 9.19%
- 5Y*
- 7.98%
- 10Y*
- 9.25%
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DLHIX vs. VGHCX - Expense Ratio Comparison
DLHIX has a 0.98% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Return for Risk
DLHIX vs. VGHCX — Risk / Return Rank
DLHIX
VGHCX
DLHIX vs. VGHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) and Vanguard Health Care Fund Investor Shares (VGHCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DLHIX | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.53 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.83 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.10 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.14 | -0.01 |
Martin ratioReturn relative to average drawdown | 3.18 | 2.80 | +0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DLHIX | VGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.53 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.53 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.93 | -0.22 |
Correlation
The correlation between DLHIX and VGHCX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DLHIX vs. VGHCX - Dividend Comparison
DLHIX's dividend yield for the trailing twelve months is around 11.84%, more than VGHCX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | 11.84% | 11.16% | 14.00% | 6.97% | 9.16% | 5.41% | 6.19% | 7.63% | 2.11% | 3.23% | 8.20% | 7.90% |
VGHCX Vanguard Health Care Fund Investor Shares | 7.02% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Drawdowns
DLHIX vs. VGHCX - Drawdown Comparison
The maximum DLHIX drawdown since its inception was -34.64%, smaller than the maximum VGHCX drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for DLHIX and VGHCX.
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Drawdown Indicators
| DLHIX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -36.93% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -9.20% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -16.95% | -2.84% |
Max Drawdown (10Y)Largest decline over 10 years | -25.60% | -27.18% | +1.58% |
Current DrawdownCurrent decline from peak | -9.24% | -8.80% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -5.25% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 3.91% | +0.10% |
Volatility
DLHIX vs. VGHCX - Volatility Comparison
Delaware Healthcare Fund (DLHIX) has a higher volatility of 5.80% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 4.82%. This indicates that DLHIX's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLHIX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 4.82% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 10.26% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.40% | 17.43% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 18.05% | -2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 17.62% | +0.30% |