PBR vs. VHT
PBR (Petróleo Brasileiro S.A. - Petrobras) is a stock, while VHT (Vanguard Health Care ETF) is Health & Biotech Equities fund tracking the MSCI US Investable Market Health Care 25/50 Index. Over the past 10 years, PBR returned 19.74%/yr vs 10.02%/yr for VHT. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
PBR vs. VHT - Performance Comparison
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Returns By Period
In the year-to-date period, PBR achieves a 57.04% return, which is significantly higher than VHT's 7.96% return. Over the past 10 years, PBR has outperformed VHT with an annualized return of 19.74%, while VHT has yielded a comparatively lower 10.02% annualized return.
PBR
- 1D
- -1.92%
- 1M
- 12.92%
- 6M
- 22.92%
- YTD
- 57.04%
- 1Y
- 49.57%
- 3Y*
- 20.07%
- 5Y*
- 33.36%
- 10Y*
- 19.74%
- ALL TIME*
- 10.22%
VHT
- 1D
- 1.16%
- 1M
- 0.90%
- 6M
- 7.58%
- YTD
- 7.96%
- 1Y
- 28.01%
- 3Y*
- 9.89%
- 5Y*
- 5.19%
- 10Y*
- 10.02%
- ALL TIME*
- 9.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $265.26M | $277.70M | $281.46M | |
| $68.30M | $73.27M | $75.43M |
PBR vs. VHT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBR Petróleo Brasileiro S.A. - Petrobras | 57.04% | -1.01% | -8.38% | 71.48% | 47.76% | 20.44% | -28.83% | 24.65% | 27.68% | 1.78% |
VHT Vanguard Health Care ETF | 7.96% | 15.46% | 2.66% | 2.52% | -5.60% | 20.57% | 18.29% | 21.87% | 5.58% | 23.26% |
Correlation
The correlation between PBR and VHT is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.02 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.05 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | 0.29 |
The correlation between PBR and VHT shifts across timeframes, from -0.20 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PBR vs. VHT — Risk / Return Rank
PBR
VHT
PBR vs. VHT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Petróleo Brasileiro S.A. - Petrobras (PBR) 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.
| PBR | VHT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.71 | -0.85 |
| Martin ratioReturn relative to average drawdown | 4.72 | 6.70 | -1.98 |
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Drawdowns
PBR vs. VHT - Drawdown Comparison
The maximum PBR drawdown since its inception was -95.62%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for PBR and VHT.
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Drawdown Indicators
| PBR | VHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.62% | -39.12% | -56.50% |
Max Drawdown (1Y)Largest decline over 1 year | -26.86% | -10.40% | -16.46% |
Max Drawdown (3Y)Largest decline over 3 years | -28.24% | -16.91% | -11.33% |
Max Drawdown (5Y)Largest decline over 5 years | -39.62% | -17.71% | -21.91% |
Max Drawdown (10Y)Largest decline over 10 years | -75.13% | -28.85% | -46.28% |
Current DrawdownCurrent decline from peak | -23.49% | -1.50% | -21.99% |
Average DrawdownAverage peak-to-trough decline | -52.55% | -5.96% | -46.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.52% | 4.20% | +6.32% |
Volatility
PBR vs. VHT - Volatility Comparison
Petróleo Brasileiro S.A. - Petrobras (PBR) has a higher volatility of 9.78% compared to Vanguard Health Care ETF (VHT) at 4.77%. This indicates that PBR'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
| PBR | VHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.78% | 4.77% | +5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 25.23% | 11.63% | +13.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.32% | 15.11% | +17.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.54% | 15.26% | +22.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.44% | 17.03% | +29.41% |
Dividends
PBR vs. VHT - Dividend Comparison
PBR's dividend yield for the trailing twelve months is around 3.85%, more than VHT's 1.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBR Petróleo Brasileiro S.A. - Petrobras | 3.85% | 7.10% | 14.73% | 10.91% | 55.64% | 18.95% | 0.84% | 1.59% | 1.03% | 0.00% | 0.00% | 0.00% |
VHT Vanguard Health Care ETF | 1.53% | 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
PBR and VHT have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBR has higher volatility (9.78%) compared to VHT (4.77%). In terms of maximum drawdown, PBR dropped -95.62% vs VHT's -39.12%.
VHT currently has the higher Sharpe Ratio (1.86 vs 1.54), 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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