VGHCX vs. FBTTX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Advisor Biotechnology Fund Class M (FBTTX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FBTTX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
VGHCX vs. FBTTX - Performance Comparison
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VGHCX vs. FBTTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | -1.89% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
FBTTX Fidelity Advisor Biotechnology Fund Class M | 2.18% | 39.21% | 5.08% | 10.43% | -8.22% | -3.35% | 31.82% | 25.39% | -4.19% | 25.37% |
Returns By Period
In the year-to-date period, VGHCX achieves a -1.89% return, which is significantly lower than FBTTX's 2.18% return. Over the past 10 years, VGHCX has underperformed FBTTX with an annualized return of 9.71%, while FBTTX has yielded a comparatively higher 11.54% annualized return.
VGHCX
- 1D
- 1.18%
- 1M
- -2.21%
- YTD
- -1.89%
- 6M
- 7.96%
- 1Y
- 15.46%
- 3Y*
- 10.72%
- 5Y*
- 8.87%
- 10Y*
- 9.71%
FBTTX
- 1D
- 5.09%
- 1M
- -0.77%
- YTD
- 2.18%
- 6M
- 15.39%
- 1Y
- 55.03%
- 3Y*
- 20.14%
- 5Y*
- 8.63%
- 10Y*
- 11.54%
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VGHCX vs. FBTTX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FBTTX's 1.28% expense ratio.
Return for Risk
VGHCX vs. FBTTX — Risk / Return Rank
VGHCX
FBTTX
VGHCX vs. FBTTX - 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 M (FBTTX). 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 | FBTTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.92 | -1.01 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.52 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.32 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 3.13 | -1.57 |
Martin ratioReturn relative to average drawdown | 4.12 | 12.48 | -8.35 |
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 | FBTTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.92 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.37 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.47 | +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 FBTTX 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. FBTTX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 6.73%, more than FBTTX's 1.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 6.73% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
FBTTX Fidelity Advisor Biotechnology Fund Class M | 1.50% | 1.53% | 6.41% | 0.93% | 0.00% | 21.60% | 8.79% | 7.10% | 2.64% | 0.00% | 0.00% | 5.42% |
Drawdowns
VGHCX vs. FBTTX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, smaller than the maximum FBTTX drawdown of -63.75%. Use the drawdown chart below to compare losses from any high point for VGHCX and FBTTX.
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Drawdown Indicators
| VGHCX | FBTTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -63.75% | +26.82% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -13.58% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -36.64% | +19.69% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -39.04% | +11.86% |
Current DrawdownCurrent decline from peak | -4.91% | -2.61% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -21.95% | +16.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 3.72% | -0.22% |
Volatility
VGHCX vs. FBTTX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 5.83%, while Fidelity Advisor Biotechnology Fund Class M (FBTTX) has a volatility of 9.37%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FBTTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGHCX | FBTTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 9.37% | -3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 17.02% | -6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 25.99% | -8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 23.31% | -5.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 24.58% | -6.94% |