VGHAX vs. VGHCX
Compare and contrast key facts about Vanguard Health Care Fund Admiral Shares (VGHAX) and Vanguard Health Care Fund Investor Shares (VGHCX).
VGHAX is managed by Vanguard. It was launched on Nov 12, 2001. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
VGHAX vs. VGHCX - Performance Comparison
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VGHAX vs. VGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGHAX Vanguard Health Care Fund Admiral Shares | -3.02% | 19.72% | 9.10% | 5.51% | -1.00% | 12.82% | 12.62% | 22.99% | 1.07% | 19.64% |
VGHCX Vanguard Health Care Fund Investor Shares | -3.03% | 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 stocks are quite close, with VGHAX having a -3.02% return and VGHCX slightly lower at -3.03%. Both investments have delivered pretty close results over the past 10 years, with VGHAX having a 9.49% annualized return and VGHCX not far ahead at 9.58%.
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%
VGHCX
- 1D
- 3.05%
- 1M
- -4.72%
- YTD
- -3.03%
- 6M
- 6.81%
- 1Y
- 14.67%
- 3Y*
- 10.29%
- 5Y*
- 8.62%
- 10Y*
- 9.58%
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VGHAX vs. VGHCX - Expense Ratio Comparison
VGHAX has a 0.25% expense ratio, which is lower than VGHCX's 0.30% expense ratio.
Return for Risk
VGHAX vs. VGHCX — Risk / Return Rank
VGHAX
VGHCX
VGHAX vs. VGHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Admiral Shares (VGHAX) 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.
| VGHAX | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.74 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.13 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.36 | +0.01 |
Martin ratioReturn relative to average drawdown | 3.42 | 3.39 | +0.03 |
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 | VGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.74 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.48 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.54 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.93 | -0.33 |
Correlation
The correlation between VGHAX and VGHCX is 1.00, 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. VGHCX - Dividend Comparison
VGHAX's dividend yield for the trailing twelve months is around 6.88%, more than VGHCX's 6.81% 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% |
VGHCX Vanguard Health Care Fund Investor Shares | 6.81% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Drawdowns
VGHAX vs. VGHCX - Drawdown Comparison
The maximum VGHAX drawdown since its inception was -36.85%, roughly equal to the maximum VGHCX drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for VGHAX and VGHCX.
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Drawdown Indicators
| VGHAX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.85% | -36.93% | +0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -9.19% | -9.20% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -16.92% | -16.95% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -27.17% | -27.18% | +0.01% |
Current DrawdownCurrent decline from peak | -6.01% | -6.02% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -5.25% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.68% | -0.01% |
Volatility
VGHAX vs. VGHCX - Volatility Comparison
Vanguard Health Care Fund Admiral Shares (VGHAX) and Vanguard Health Care Fund Investor Shares (VGHCX) have volatilities of 5.81% and 5.81%, 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.
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Volatility by Period
| VGHAX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 5.81% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 10.63% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 17.66% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 18.10% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 17.64% | -0.06% |