VGHCX vs. FACDX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Advisor Health Care Fund Class A (FACDX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FACDX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
VGHCX vs. FACDX - Performance Comparison
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VGHCX vs. FACDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FACDX Fidelity Advisor Health Care Fund Class A | -9.65% | 14.19% | 3.97% | 3.81% | -13.07% | 11.25% | 21.07% | 27.89% | 7.20% | 24.09% |
Returns By Period
In the year-to-date period, VGHCX achieves a -5.90% return, which is significantly higher than FACDX's -9.65% return. Over the past 10 years, VGHCX has outperformed FACDX with an annualized return of 9.25%, while FACDX has yielded a comparatively lower 8.31% annualized return.
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%
FACDX
- 1D
- -0.72%
- 1M
- -9.52%
- YTD
- -9.65%
- 6M
- 0.11%
- 1Y
- 4.26%
- 3Y*
- 3.47%
- 5Y*
- 1.21%
- 10Y*
- 8.31%
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VGHCX vs. FACDX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FACDX's 0.97% expense ratio.
Return for Risk
VGHCX vs. FACDX — Risk / Return Rank
VGHCX
FACDX
VGHCX vs. FACDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Advisor Health Care Fund Class A (FACDX). 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.
| VGHCX | FACDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.21 | +0.32 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.42 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.05 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.21 | +0.93 |
Martin ratioReturn relative to average drawdown | 2.80 | 0.63 | +2.17 |
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
| VGHCX | FACDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.21 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.07 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.44 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.56 | +0.37 |
Correlation
The correlation between VGHCX and FACDX is 0.91, 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
VGHCX vs. FACDX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 7.02%, less than FACDX's 14.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FACDX Fidelity Advisor Health Care Fund Class A | 14.70% | 13.28% | 12.33% | 0.00% | 0.00% | 6.24% | 5.94% | 0.32% | 5.08% | 0.00% | 0.00% | 6.66% |
Drawdowns
VGHCX vs. FACDX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, smaller than the maximum FACDX drawdown of -44.55%. Use the drawdown chart below to compare losses from any high point for VGHCX and FACDX.
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Drawdown Indicators
| VGHCX | FACDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -44.55% | +7.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -13.43% | +4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -29.35% | +12.40% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -29.35% | +2.17% |
Current DrawdownCurrent decline from peak | -8.80% | -13.43% | +4.63% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -9.36% | +4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 4.42% | -0.51% |
Volatility
VGHCX vs. FACDX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 4.82%, while Fidelity Advisor Health Care Fund Class A (FACDX) has a volatility of 5.59%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FACDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGHCX | FACDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 5.59% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 11.00% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 18.38% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 17.68% | +0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 18.75% | -1.13% |