VGHCX vs. FBTAX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
VGHCX vs. FBTAX - Performance Comparison
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VGHCX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | -2.70% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, VGHCX achieves a -3.03% return, which is significantly lower than FBTAX's -2.70% return. Over the past 10 years, VGHCX has underperformed FBTAX with an annualized return of 9.58%, while FBTAX has yielded a comparatively higher 11.31% annualized return.
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%
FBTAX
- 1D
- -0.76%
- 1M
- -6.06%
- YTD
- -2.70%
- 6M
- 11.41%
- 1Y
- 42.70%
- 3Y*
- 18.47%
- 5Y*
- 7.93%
- 10Y*
- 11.31%
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VGHCX vs. FBTAX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FBTAX's 1.00% expense ratio.
Return for Risk
VGHCX vs. FBTAX — Risk / Return Rank
VGHCX
FBTAX
VGHCX vs. FBTAX - 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 Biotechnology Fund Class A (FBTAX). 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 | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.56 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.13 | 2.10 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.27 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.38 | -1.02 |
Martin ratioReturn relative to average drawdown | 3.39 | 9.61 | -6.22 |
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 | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.56 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.34 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.46 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.30 | +0.63 |
Correlation
The correlation between VGHCX and FBTAX is 0.76, 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. FBTAX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 6.81%, more than FBTAX's 1.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.49% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
VGHCX vs. FBTAX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for VGHCX and FBTAX.
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Drawdown Indicators
| VGHCX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -63.55% | +26.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -13.60% | +4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -36.51% | +19.56% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -38.82% | +11.64% |
Current DrawdownCurrent decline from peak | -6.02% | -7.25% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -21.34% | +16.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 4.11% | -0.43% |
Volatility
VGHCX vs. FBTAX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 5.81%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 7.76%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGHCX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 7.76% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 16.36% | -5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 25.58% | -7.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 23.24% | -5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 24.55% | -6.91% |