SHSAX vs. VGHCX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Vanguard Health Care Fund Investor Shares (VGHCX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
SHSAX vs. VGHCX - Performance Comparison
Loading graphics...
SHSAX vs. VGHCX - 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% |
VGHCX Vanguard Health Care Fund Investor Shares | -5.90% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
Returns By Period
In the year-to-date period, SHSAX achieves a -6.94% return, which is significantly lower than VGHCX's -5.90% return. Both investments have delivered pretty close results over the past 10 years, with SHSAX having a 9.71% annualized return and VGHCX not far behind at 9.25%.
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%
VGHCX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.90%
- 6M
- 7.14%
- 1Y
- 9.73%
- 3Y*
- 9.19%
- 5Y*
- 7.98%
- 10Y*
- 9.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHSAX vs. VGHCX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Return for Risk
SHSAX vs. VGHCX — Risk / Return Rank
SHSAX
VGHCX
SHSAX vs. VGHCX - 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 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.
| SHSAX | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.53 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.83 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.10 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.14 | -0.74 |
Martin ratioReturn relative to average drawdown | 0.94 | 2.80 | -1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SHSAX | VGHCX | 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 | 0.44 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.53 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.93 | -0.21 |
Correlation
The correlation between SHSAX and VGHCX is 0.91, 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. VGHCX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.43%, more than VGHCX's 7.02% 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% |
VGHCX Vanguard Health Care Fund Investor Shares | 7.02% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Drawdowns
SHSAX vs. VGHCX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, roughly equal to the maximum VGHCX drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for SHSAX and VGHCX.
Loading graphics...
Drawdown Indicators
| SHSAX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -36.93% | +1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -9.20% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -16.95% | -1.04% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | -27.18% | -1.18% |
Current DrawdownCurrent decline from peak | -9.62% | -8.80% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -5.25% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.91% | +0.29% |
Volatility
SHSAX vs. VGHCX - Volatility Comparison
BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Vanguard Health Care Fund Investor Shares (VGHCX) have volatilities of 4.60% and 4.82%, 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.
Loading graphics...
Volatility by Period
| SHSAX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 4.82% | -0.22% |
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% | 18.05% | -3.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 17.62% | -1.09% |