DLHIX vs. VHT
DLHIX (Delaware Healthcare Fund) and VHT (Vanguard Health Care ETF) are both Health & Biotech Equities funds. Over the past 10 years, DLHIX returned 10.97%/yr vs 10.00%/yr for VHT. Their correlation of 0.88 suggests significant overlap in exposure. DLHIX charges 0.98%/yr vs 0.09%/yr for VHT.
Performance
DLHIX vs. VHT - Performance Comparison
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Returns By Period
In the year-to-date period, DLHIX achieves a -1.59% return, which is significantly lower than VHT's -1.31% return. Over the past 10 years, DLHIX has outperformed VHT with an annualized return of 10.97%, while VHT has yielded a comparatively lower 10.00% annualized return.
DLHIX
- 1D
- -0.54%
- 1M
- -0.73%
- YTD
- -1.59%
- 6M
- -2.29%
- 1Y
- 25.33%
- 3Y*
- 11.42%
- 5Y*
- 7.01%
- 10Y*
- 10.97%
VHT
- 1D
- 0.93%
- 1M
- 1.34%
- YTD
- -1.31%
- 6M
- -1.97%
- 1Y
- 17.91%
- 3Y*
- 6.63%
- 5Y*
- 4.45%
- 10Y*
- 10.00%
DLHIX vs. VHT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | -1.59% | 22.27% | 8.76% | 5.42% | -0.99% | 5.48% | 12.02% | 31.82% | -0.59% | 32.29% |
VHT Vanguard Health Care ETF | -1.31% | 15.46% | 2.66% | 2.52% | -5.60% | 20.57% | 18.29% | 21.87% | 5.58% | 23.26% |
Correlation
The correlation between DLHIX and VHT is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2007 | 0.88 |
The correlation between DLHIX and VHT has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.
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Return for Risk
DLHIX vs. VHT — Risk / Return Rank
DLHIX
VHT
DLHIX vs. VHT - Risk-Adjusted Trends Comparison
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DLHIX | VHT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 1.73 | +0.68 |
| Martin ratioReturn relative to average drawdown | 6.98 | 4.26 | +2.72 |
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Drawdowns
DLHIX vs. VHT - Drawdown Comparison
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.
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Drawdown Indicators
| DLHIX | VHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -39.12% | +4.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -10.40% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.79% | -16.91% | -2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -17.71% | -2.08% |
Max Drawdown (10Y)Largest decline over 10 years | -25.60% | -28.85% | +3.25% |
Current DrawdownCurrent decline from peak | -5.18% | -4.44% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -5.98% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 4.22% | -0.68% |
Volatility
DLHIX vs. VHT - Volatility Comparison
Delaware Healthcare Fund (DLHIX) has a higher volatility of 5.25% compared to Vanguard Health Care ETF (VHT) at 4.91%. 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.
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Volatility by Period
| DLHIX | VHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 4.91% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 10.41% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 14.70% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 15.02% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 16.97% | +0.97% |
DLHIX vs. VHT - Expense Ratio Comparison
DLHIX has a 0.98% expense ratio, which is higher than VHT's 0.09% expense ratio.
Dividends
DLHIX vs. VHT - Dividend Comparison
DLHIX's dividend yield for the trailing twelve months is around 11.34%, more than VHT's 1.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | 11.34% | 11.16% | 14.00% | 6.97% | 9.16% | 5.41% | 6.19% | 7.63% | 2.11% | 3.23% | 8.20% | 7.90% |
VHT Vanguard Health Care ETF | 1.66% | 1.61% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
Frequently Asked Questions
DLHIX and VHT have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DLHIX has higher volatility (5.25%) compared to VHT (4.91%). In terms of maximum drawdown, DLHIX dropped -34.64% vs VHT's -39.12%.
DLHIX currently has the higher Sharpe Ratio (1.48 vs 1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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