VGHAX vs. FPHAX
Compare and contrast key facts about Vanguard Health Care Fund Admiral Shares (VGHAX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
VGHAX is managed by Vanguard. It was launched on Nov 12, 2001. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHAX or FPHAX.
Correlation
The correlation between VGHAX and FPHAX is 0.71, 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.
Performance
VGHAX vs. FPHAX - Performance Comparison
Key characteristics
VGHAX:
-0.83
FPHAX:
-0.45
VGHAX:
-0.99
FPHAX:
-0.50
VGHAX:
0.86
FPHAX:
0.94
VGHAX:
-0.45
FPHAX:
-0.30
VGHAX:
-1.01
FPHAX:
-0.73
VGHAX:
13.84%
FPHAX:
12.39%
VGHAX:
16.89%
FPHAX:
19.81%
VGHAX:
-45.79%
FPHAX:
-37.34%
VGHAX:
-26.48%
FPHAX:
-23.32%
Returns By Period
In the year-to-date period, VGHAX achieves a -3.84% return, which is significantly higher than FPHAX's -5.44% return. Over the past 10 years, VGHAX has underperformed FPHAX with an annualized return of -1.72%, while FPHAX has yielded a comparatively higher 1.42% annualized return.
VGHAX
-3.84%
-5.18%
-19.56%
-13.93%
-2.01%
-1.72%
FPHAX
-5.44%
-6.29%
-16.03%
-8.34%
1.79%
1.42%
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VGHAX vs. FPHAX - Expense Ratio Comparison
VGHAX has a 0.25% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Risk-Adjusted Performance
VGHAX vs. FPHAX — Risk-Adjusted Performance Rank
VGHAX
FPHAX
VGHAX vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Admiral Shares (VGHAX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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.
Dividends
VGHAX vs. FPHAX - Dividend Comparison
VGHAX's dividend yield for the trailing twelve months is around 1.04%, less than FPHAX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHAX Vanguard Health Care Fund Admiral Shares | 1.04% | 1.05% | 0.89% | 0.83% | 0.91% | 0.93% | 1.22% | 1.28% | 1.06% | 1.06% | 1.24% | 1.05% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 1.06% | 1.21% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% |
Drawdowns
VGHAX vs. FPHAX - Drawdown Comparison
The maximum VGHAX drawdown since its inception was -45.79%, which is greater than FPHAX's maximum drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for VGHAX and FPHAX. For additional features, visit the drawdowns tool.
Volatility
VGHAX vs. FPHAX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Admiral Shares (VGHAX) is 9.00%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 10.78%. This indicates that VGHAX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.