DLHIX vs. VHT

In the year-to-date period, DLHIX achieves a -3.96% return, which is significantly lower than VHT's -3.58% return. Both investments have delivered pretty close results over the past 10 years, with DLHIX having a 7.59% annualized return and VHT not far behind at 7.30%.

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DLHIX has a 0.98% expense ratio, which is higher than VHT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) and Vanguard Health Care ETF (VHT). 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.

The current DLHIX Sharpe Ratio is -0.13, which is higher than the VHT Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of DLHIX and VHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DLHIX's dividend yield for the trailing twelve months is around 14.58%, more than VHT's 1.64% yield.

The maximum DLHIX drawdown since its inception was -34.64%, smaller than the maximum VHT drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for DLHIX and VHT.

Delaware Healthcare Fund (DLHIX) has a higher volatility of 8.11% compared to Vanguard Health Care ETF (VHT) at 7.45%. This indicates that DLHIX's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.