THW vs. VGHCX
Compare and contrast key facts about abrdn World Healthcare Fund (THW) and Vanguard Health Care Fund Investor Shares (VGHCX).
THW is an actively managed fund by Aberdeen. It was launched on Jun 26, 2015. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
THW vs. VGHCX - Performance Comparison
Loading graphics...
THW vs. VGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THW abrdn World Healthcare Fund | -6.09% | 31.10% | 5.35% | -11.52% | -1.21% | 12.03% | 26.40% | 32.98% | -5.40% | 16.95% |
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
The year-to-date returns for both investments are quite close, with THW having a -6.09% return and VGHCX slightly higher at -5.90%. Both investments have delivered pretty close results over the past 10 years, with THW having a 8.91% annualized return and VGHCX not far ahead at 9.25%.
THW
- 1D
- 3.64%
- 1M
- -7.57%
- YTD
- -6.09%
- 6M
- -2.10%
- 1Y
- 14.16%
- 3Y*
- 6.11%
- 5Y*
- 5.61%
- 10Y*
- 8.91%
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.
THW vs. VGHCX - Expense Ratio Comparison
THW has a 1.54% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Return for Risk
THW vs. VGHCX — Risk / Return Rank
THW
VGHCX
THW vs. VGHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn World Healthcare Fund (THW) 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.
| THW | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.53 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.01 | 0.83 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.10 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.14 | -0.06 |
Martin ratioReturn relative to average drawdown | 2.72 | 2.80 | -0.07 |
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
| THW | VGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.53 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.44 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.53 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.93 | -0.68 |
Correlation
The correlation between THW and VGHCX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
THW vs. VGHCX - Dividend Comparison
THW's dividend yield for the trailing twelve months is around 12.00%, more than VGHCX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THW abrdn World Healthcare Fund | 12.00% | 10.96% | 12.72% | 12.00% | 9.56% | 8.60% | 8.85% | 10.11% | 12.08% | 10.29% | 10.91% | 3.69% |
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
THW vs. VGHCX - Drawdown Comparison
The maximum THW drawdown since its inception was -37.36%, roughly equal to the maximum VGHCX drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for THW and VGHCX.
Loading graphics...
Drawdown Indicators
| THW | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.36% | -36.93% | -0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -9.20% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -16.95% | -14.58% |
Max Drawdown (10Y)Largest decline over 10 years | -37.36% | -27.18% | -10.18% |
Current DrawdownCurrent decline from peak | -8.05% | -8.80% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -5.25% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 3.91% | +1.18% |
Volatility
THW vs. VGHCX - Volatility Comparison
abrdn World Healthcare Fund (THW) has a higher volatility of 7.48% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 4.82%. This indicates that THW's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| THW | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 4.82% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 14.40% | 10.26% | +4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.94% | 17.43% | +4.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.50% | 18.05% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 17.62% | +3.56% |