SHSAX vs. VGHAX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. VGHAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
SHSAX vs. VGHAX - Performance Comparison
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SHSAX vs. VGHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | -6.94% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | 7.93% | 24.74% |
VGHAX Vanguard Health Care Fund Admiral Shares | -5.89% | 19.72% | 9.10% | 5.51% | -1.00% | 12.82% | 12.62% | 22.99% | 1.07% | 19.64% |
Returns By Period
In the year-to-date period, SHSAX achieves a -6.94% return, which is significantly lower than VGHAX's -5.89% return. Over the past 10 years, SHSAX has outperformed VGHAX with an annualized return of 9.71%, while VGHAX has yielded a comparatively lower 9.16% annualized return.
SHSAX
- 1D
- 0.28%
- 1M
- -9.11%
- YTD
- -6.94%
- 6M
- 3.97%
- 1Y
- 4.06%
- 3Y*
- 5.89%
- 5Y*
- 4.02%
- 10Y*
- 9.71%
VGHAX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.89%
- 6M
- 7.16%
- 1Y
- 9.80%
- 3Y*
- 9.27%
- 5Y*
- 8.05%
- 10Y*
- 9.16%
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SHSAX vs. VGHAX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is higher than VGHAX's 0.25% expense ratio.
Return for Risk
SHSAX vs. VGHAX — Risk / Return Rank
SHSAX
VGHAX
SHSAX vs. VGHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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.
| SHSAX | VGHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.53 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.84 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.11 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.15 | -0.75 |
Martin ratioReturn relative to average drawdown | 0.94 | 2.82 | -1.88 |
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
| SHSAX | VGHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.53 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.45 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.52 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.60 | +0.12 |
Correlation
The correlation between SHSAX and VGHAX is 0.92, 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
SHSAX vs. VGHAX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.43%, more than VGHAX's 7.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.43% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
VGHAX Vanguard Health Care Fund Admiral Shares | 7.09% | 6.07% | 22.84% | 7.22% | 5.49% | 7.05% | 8.02% | 11.87% | 9.15% | 7.36% | 8.60% | 8.21% |
Drawdowns
SHSAX vs. VGHAX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, roughly equal to the maximum VGHAX drawdown of -36.85%. Use the drawdown chart below to compare losses from any high point for SHSAX and VGHAX.
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Drawdown Indicators
| SHSAX | VGHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -36.85% | +1.36% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -9.19% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -16.92% | -1.07% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | -27.17% | -1.19% |
Current DrawdownCurrent decline from peak | -9.62% | -8.80% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -5.61% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.90% | +0.30% |
Volatility
SHSAX vs. VGHAX - Volatility Comparison
BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Vanguard Health Care Fund Admiral Shares (VGHAX) have volatilities of 4.60% and 4.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSAX | VGHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 4.81% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 10.26% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 17.43% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.18% | 17.96% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 17.56% | -1.03% |