SWHFX vs. VHT
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Vanguard Health Care ETF (VHT).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 Index. It was launched on Jan 26, 2004.
Performance
SWHFX vs. VHT - Performance Comparison
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SWHFX vs. VHT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
VHT Vanguard Health Care ETF | -5.04% | 15.46% | 2.66% | 2.52% | -5.60% | 20.57% | 18.29% | 21.87% | 5.58% | 23.26% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SWHFX having a -4.90% return and VHT slightly lower at -5.04%. Over the past 10 years, SWHFX has underperformed VHT with an annualized return of 7.56%, while VHT has yielded a comparatively higher 9.72% annualized return.
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
VHT
- 1D
- 2.24%
- 1M
- -7.50%
- YTD
- -5.04%
- 6M
- 5.91%
- 1Y
- 4.70%
- 3Y*
- 6.16%
- 5Y*
- 5.09%
- 10Y*
- 9.72%
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SWHFX vs. VHT - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than VHT's 0.10% expense ratio.
Return for Risk
SWHFX vs. VHT — Risk / Return Rank
SWHFX
VHT
SWHFX vs. VHT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) 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.
| SWHFX | VHT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.27 | -0.37 |
Sortino ratioReturn per unit of downside risk | -0.01 | 0.49 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.06 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.51 | -0.65 |
Martin ratioReturn relative to average drawdown | -0.30 | 1.09 | -1.40 |
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
| SWHFX | VHT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.27 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.34 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.58 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.56 | -0.07 |
Correlation
The correlation between SWHFX and VHT is 0.94, 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
SWHFX vs. VHT - Dividend Comparison
SWHFX has not paid dividends to shareholders, while VHT's dividend yield for the trailing twelve months is around 1.73%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
VHT Vanguard Health Care ETF | 1.73% | 1.61% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
Drawdowns
SWHFX vs. VHT - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -43.10%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for SWHFX and VHT.
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Drawdown Indicators
| SWHFX | VHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.10% | -39.12% | -3.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -10.40% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -17.71% | -1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -28.85% | +1.57% |
Current DrawdownCurrent decline from peak | -11.81% | -8.05% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -5.98% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 4.96% | +0.66% |
Volatility
SWHFX vs. VHT - Volatility Comparison
The current volatility for Schwab Health Care Fund™ (SWHFX) is 4.40%, while Vanguard Health Care ETF (VHT) has a volatility of 5.10%. This indicates that SWHFX experiences smaller price fluctuations and is considered to be less risky 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
| SWHFX | VHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 5.10% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 10.28% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 17.61% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 14.85% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 16.94% | -1.02% |