FIKCX vs. VGHCX

Last updated Aug 5, 2026

FIKCX (Fidelity Advisor Health Care Fund Class Z) and VGHCX (Vanguard Health Care Fund Investor Shares) are both Health & Biotech Equities funds. Over the past 5 years, FIKCX returned 1.53%/yr vs 7.36%/yr for VGHCX. Their correlation of 0.89 means they have usually moved in the same direction. FIKCX charges 0.59%/yr vs 0.33%/yr for VGHCX.

Performance

FIKCX vs. VGHCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Health Care Fund Class Z (FIKCX) and Vanguard Health Care Fund Investor Shares (VGHCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FIKCX achieves a 8.68% return, which is significantly higher than VGHCX's 3.10% return.

FIKCX

• 1D: -0.13%
• 1M: -3.07%
• 6M: 8.61%
• YTD: 8.68%
• 1Y: 28.86%
• 3Y*: 6.69%
• 5Y*: 1.53%
• 10Y*: —
• ALL TIME*: 6.68%

VGHCX

• 1D: -0.32%
• 1M: -4.07%
• 6M: 2.87%
• YTD: 3.10%
• 1Y: 25.37%
• 3Y*: 11.82%
• 5Y*: 7.36%
• 10Y*: 9.23%
• ALL TIME*: 14.56%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FIKCX Fidelity Advisor Health Care Fund Class Z	$0.00	$0.00	$0.00
VGHCX Vanguard Health Care Fund Investor Shares	$0.00	$0.00	$0.00

FIKCX vs. VGHCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FIKCX Fidelity Advisor Health Care Fund Class Z	8.68%	14.61%	-5.73%	4.20%	-12.74%	11.66%	21.55%	28.39%	-11.04%
VGHCX Vanguard Health Care Fund Investor Shares	3.10%	19.63%	8.99%	5.46%	-1.05%	14.36%	12.57%	22.93%	-9.05%

Correlation

The correlation between FIKCX and VGHCX is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.85
Correlation (3Y) Balances recent behavior with more history.	0.85
Correlation (5Y) Shows whether the relationship held over a longer period.	0.88
Correlation (All Time) Calculated using the full available price history since Oct 17, 2018	0.89

The correlation between FIKCX and VGHCX has been stable across timeframes, ranging from 0.85 to 0.89 - a consistent structural relationship.

Return for Risk

FIKCX vs. VGHCX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FIKCX

FIKCX Risk / Return Rank: 59
FIKCX Sharpe Ratio Rank: 69
FIKCX Sortino Ratio Rank: 74
FIKCX Omega Ratio Rank: 56
FIKCX Calmar Ratio Rank: 59
FIKCX Martin Ratio Rank: 37

VGHCX

VGHCX Risk / Return Rank: 69
VGHCX Sharpe Ratio Rank: 72
VGHCX Sortino Ratio Rank: 78
VGHCX Omega Ratio Rank: 62
VGHCX Calmar Ratio Rank: 83
VGHCX Martin Ratio Rank: 53

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FIKCX vs. VGHCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) 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.

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.

	FIKCX	VGHCX	Difference
Sharpe ratio: Return per unit of total volatility	1.79	1.77	+0.02
Sortino ratio: Return per unit of downside risk	2.67	2.72	-0.04
Omega ratio: Gain probability vs. loss probability	1.30	1.31	-0.01
Calmar ratio: Return relative to maximum drawdown	2.29	2.94	-0.65
Martin ratio: Return relative to average drawdown	6.00	7.70	-1.70

FIKCX vs. VGHCX - Sharpe Ratio Comparison

The current FIKCX Sharpe Ratio is 1.79, which is comparable to the VGHCX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of FIKCX and VGHCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FIKCX vs. VGHCX - Drawdown Comparison

The maximum FIKCX drawdown since its inception was -29.19%, smaller than the maximum VGHCX drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for FIKCX and VGHCX.

Drawdown Indicators

	FIKCX	VGHCX	Difference
Max Drawdown Largest peak-to-trough decline	-29.19%	-36.93%	+7.74%
Max Drawdown (1Y) Largest decline over 1 year	-13.35%	-9.20%	-4.15%
Max Drawdown (3Y) Largest decline over 3 years	-25.31%	-16.08%	-9.23%
Max Drawdown (5Y) Largest decline over 5 years	-29.19%	-16.95%	-12.24%
Max Drawdown (10Y) Largest decline over 10 years	—	-27.18%	—
Current Drawdown Current decline from peak	-4.29%	-4.69%	+0.40%
Average Drawdown Average peak-to-trough decline	-9.15%	-5.24%	-3.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.08%	3.51%	+1.57%

Volatility

FIKCX vs. VGHCX - Volatility Comparison

Fidelity Advisor Health Care Fund Class Z (FIKCX) has a higher volatility of 5.07% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 4.60%. This indicates that FIKCX'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.

Volatility by Period

	FIKCX	VGHCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.07%	4.60%	+0.47%
Volatility (6M) Calculated over the trailing 6-month period	13.55%	11.69%	+1.86%
Volatility (1Y) Calculated over the trailing 1-year period	17.07%	15.30%	+1.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.64%	18.39%	+0.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.29%	17.68%	+2.61%

FIKCX vs. VGHCX - Expense Ratio Comparison

FIKCX has a 0.59% expense ratio, which is higher than VGHCX's 0.33% expense ratio.

Dividends

FIKCX vs. VGHCX - Dividend Comparison

FIKCX's dividend yield for the trailing twelve months is around 10.56%, more than VGHCX's 6.41% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIKCX Fidelity Advisor Health Care Fund Class Z	10.56%	11.48%	0.00%	0.00%	0.00%	5.71%	5.86%	0.61%	4.65%	0.00%	0.00%	0.00%
VGHCX Vanguard Health Care Fund Investor Shares	6.41%	6.00%	22.72%	7.17%	5.44%	8.31%	7.96%	11.82%	9.10%	7.30%	8.54%	8.16%

Frequently Asked Questions

Can I hold both FIKCX and VGHCX in my portfolio?

FIKCX and VGHCX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FIKCX or VGHCX?

FIKCX has higher volatility (5.07%) compared to VGHCX (4.60%). In terms of maximum drawdown, FIKCX dropped -29.19% vs VGHCX's -36.93%.

Which has better risk-adjusted returns?

FIKCX currently has the higher Sharpe Ratio (1.79 vs 1.77), 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.