VGHAX vs. FIKCX
Compare and contrast key facts about Vanguard Health Care Fund Admiral Shares (VGHAX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
VGHAX is managed by Vanguard. It was launched on Nov 12, 2001. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
VGHAX vs. FIKCX - Performance Comparison
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VGHAX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VGHAX Vanguard Health Care Fund Admiral Shares | -3.02% | 19.72% | 9.10% | 5.51% | -1.00% | 12.82% | 12.62% | 22.99% | -9.20% |
FIKCX Fidelity Advisor Health Care Fund Class Z | -6.00% | 14.61% | -5.73% | 4.20% | -12.74% | 11.66% | 21.55% | 28.39% | -11.04% |
Returns By Period
In the year-to-date period, VGHAX achieves a -3.02% return, which is significantly higher than FIKCX's -6.00% return.
VGHAX
- 1D
- 3.05%
- 1M
- -4.71%
- YTD
- -3.02%
- 6M
- 6.85%
- 1Y
- 14.74%
- 3Y*
- 10.37%
- 5Y*
- 8.69%
- 10Y*
- 9.49%
FIKCX
- 1D
- 3.93%
- 1M
- -5.33%
- YTD
- -6.00%
- 6M
- 3.08%
- 1Y
- 10.32%
- 3Y*
- 1.70%
- 5Y*
- 0.26%
- 10Y*
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VGHAX vs. FIKCX - Expense Ratio Comparison
VGHAX has a 0.25% expense ratio, which is lower than FIKCX's 0.59% expense ratio.
Return for Risk
VGHAX vs. FIKCX — Risk / Return Rank
VGHAX
FIKCX
VGHAX vs. FIKCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Admiral Shares (VGHAX) and Fidelity Advisor Health Care Fund Class Z (FIKCX). 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.
| VGHAX | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.47 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.79 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.10 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.62 | +0.74 |
Martin ratioReturn relative to average drawdown | 3.42 | 1.93 | +1.48 |
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
| VGHAX | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.47 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.01 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.24 | +0.36 |
Correlation
The correlation between VGHAX and FIKCX is 0.90, 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
VGHAX vs. FIKCX - Dividend Comparison
VGHAX's dividend yield for the trailing twelve months is around 6.88%, less than FIKCX's 12.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHAX Vanguard Health Care Fund Admiral Shares | 6.88% | 6.07% | 22.84% | 7.22% | 5.49% | 7.05% | 8.02% | 11.87% | 9.15% | 7.36% | 8.60% | 8.21% |
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.21% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGHAX vs. FIKCX - Drawdown Comparison
The maximum VGHAX drawdown since its inception was -36.85%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for VGHAX and FIKCX.
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Drawdown Indicators
| VGHAX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.85% | -29.19% | -7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.19% | -13.35% | +4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -16.92% | -29.19% | +12.27% |
Max Drawdown (10Y)Largest decline over 10 years | -27.17% | — | — |
Current DrawdownCurrent decline from peak | -6.01% | -11.77% | +5.76% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -9.26% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 4.27% | -0.60% |
Volatility
VGHAX vs. FIKCX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Admiral Shares (VGHAX) is 5.81%, while Fidelity Advisor Health Care Fund Class Z (FIKCX) has a volatility of 7.08%. This indicates that VGHAX experiences smaller price fluctuations and is considered to be less risky than FIKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGHAX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 7.08% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 11.61% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 18.74% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 18.23% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 20.36% | -2.78% |