PHSTX vs. VOO
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Vanguard S&P 500 ETF (VOO).
PHSTX is managed by Putnam. It was launched on May 27, 1982. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
PHSTX vs. VOO - Performance Comparison
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PHSTX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | -5.20% | 15.20% | 1.35% | 9.11% | -4.88% | 19.60% | 15.94% | 30.26% | -0.76% | 15.30% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, PHSTX achieves a -5.20% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, PHSTX has underperformed VOO with an annualized return of 8.86%, while VOO has yielded a comparatively higher 14.05% annualized return.
PHSTX
- 1D
- 0.66%
- 1M
- -9.12%
- YTD
- -5.20%
- 6M
- 5.37%
- 1Y
- 3.92%
- 3Y*
- 7.27%
- 5Y*
- 6.39%
- 10Y*
- 8.86%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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PHSTX vs. VOO - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
PHSTX vs. VOO — Risk / Return Rank
PHSTX
VOO
PHSTX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Vanguard S&P 500 ETF (VOO). 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.
| PHSTX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.98 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.50 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.23 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.53 | -1.18 |
Martin ratioReturn relative to average drawdown | 0.82 | 7.29 | -6.47 |
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
| PHSTX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.98 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.78 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.83 | -0.22 |
Correlation
The correlation between PHSTX and VOO is 0.73, 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
PHSTX vs. VOO - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 1.88%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | 1.88% | 1.79% | 4.92% | 5.62% | 7.82% | 11.98% | 9.58% | 5.72% | 6.82% | 17.31% | 10.65% | 13.06% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PHSTX vs. VOO - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PHSTX and VOO.
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Drawdown Indicators
| PHSTX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -33.99% | -11.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -11.98% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -24.52% | +3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -25.51% | -33.99% | +8.48% |
Current DrawdownCurrent decline from peak | -9.12% | -6.29% | -2.83% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -3.72% | -6.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 2.52% | +2.22% |
Volatility
PHSTX vs. VOO - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 4.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSTX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.29% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 9.44% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 18.10% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 16.82% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 17.99% | -2.20% |