VGHAX vs. VGT
Compare and contrast key facts about Vanguard Health Care Fund Admiral Shares (VGHAX) and Vanguard Information Technology ETF (VGT).
VGHAX is managed by Vanguard. It was launched on Nov 12, 2001. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHAX or VGT.
Key characteristics
| VGHAX | VGT | |
|---|---|---|
| YTD Return | 4.51% | 29.70% |
| 1Y Return | 11.54% | 44.81% |
| 3Y Return (Ann) | -2.38% | 12.42% |
| 5Y Return (Ann) | 2.04% | 23.16% |
| 10Y Return (Ann) | 0.66% | 21.13% |
| Sharpe Ratio | 0.84 | 2.08 |
| Sortino Ratio | 1.22 | 2.66 |
| Omega Ratio | 1.15 | 1.37 |
| Calmar Ratio | 0.53 | 2.89 |
| Martin Ratio | 2.76 | 10.41 |
| Ulcer Index | 3.54% | 4.22% |
| Daily Std Dev | 11.59% | 21.11% |
| Max Drawdown | -45.79% | -54.63% |
| Current Drawdown | -9.25% | -0.18% |
Correlation
The correlation between VGHAX and VGT is 0.64, 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.
Performance
VGHAX vs. VGT - Performance Comparison
In the year-to-date period, VGHAX achieves a 4.51% return, which is significantly lower than VGT's 29.70% return. Over the past 10 years, VGHAX has underperformed VGT with an annualized return of 0.66%, while VGT has yielded a comparatively higher 21.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGHAX vs. VGT - Expense Ratio Comparison
VGHAX has a 0.25% expense ratio, which is higher than VGT's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VGHAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Admiral Shares (VGHAX) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
VGHAX's dividend yield for the trailing twelve months is around 0.87%, more than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHAX Vanguard Health Care Fund Admiral Shares | 0.87% | 0.89% | 0.83% | 0.91% | 0.93% | 1.22% | 1.28% | 1.06% | 1.06% | 1.24% | 1.05% | 1.32% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
VGHAX vs. VGT - Drawdown Comparison
The maximum VGHAX drawdown since its inception was -45.79%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VGHAX and VGT. For additional features, visit the drawdowns tool.
Volatility
VGHAX vs. VGT - Volatility Comparison
The current volatility for Vanguard Health Care Fund Admiral Shares (VGHAX) is 3.12%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.35%. This indicates that VGHAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.