VGHCX vs. FBTIX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FBTIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
VGHCX vs. FBTIX - Performance Comparison
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VGHCX vs. FBTIX - 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% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | -2.62% | 39.91% | 5.63% | 11.02% | -7.74% | -2.86% | 32.53% | 26.11% | -3.61% | 26.15% |
Returns By Period
In the year-to-date period, VGHCX achieves a -5.90% return, which is significantly lower than FBTIX's -2.62% return. Over the past 10 years, VGHCX has underperformed FBTIX with an annualized return of 9.25%, while FBTIX has yielded a comparatively higher 11.60% 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%
FBTIX
- 1D
- -0.74%
- 1M
- -6.04%
- YTD
- -2.62%
- 6M
- 11.57%
- 1Y
- 43.10%
- 3Y*
- 18.79%
- 5Y*
- 8.22%
- 10Y*
- 11.60%
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VGHCX vs. FBTIX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FBTIX's 0.73% expense ratio.
Return for Risk
VGHCX vs. FBTIX — Risk / Return Rank
VGHCX
FBTIX
VGHCX vs. FBTIX - 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 I Class (FBTIX). 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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.58 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.83 | 2.12 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.27 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.40 | -1.26 |
Martin ratioReturn relative to average drawdown | 2.80 | 9.76 | -6.96 |
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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.58 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.36 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.47 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.32 | +0.61 |
Correlation
The correlation between VGHCX and FBTIX 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. FBTIX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 7.02%, more than FBTIX's 1.42% 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% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | 1.42% | 1.39% | 5.69% | 1.36% | 0.00% | 18.74% | 8.01% | 6.44% | 2.35% | 0.00% | 0.00% | 5.23% |
Drawdowns
VGHCX vs. FBTIX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, smaller than the maximum FBTIX drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for VGHCX and FBTIX.
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Drawdown Indicators
| VGHCX | FBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -63.45% | +26.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -13.62% | +4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -36.41% | +19.46% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -38.64% | +11.46% |
Current DrawdownCurrent decline from peak | -8.80% | -7.21% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -20.73% | +15.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 4.09% | -0.18% |
Volatility
VGHCX vs. FBTIX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 4.82%, while Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a volatility of 7.77%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGHCX | FBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 7.77% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 16.36% | -6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 25.57% | -8.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 23.23% | -5.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 24.54% | -6.92% |