VGHCX vs. FIJYX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Advisor Biotechnology Fund Class Z (FIJYX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FIJYX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
VGHCX vs. FIJYX - Performance Comparison
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VGHCX vs. FIJYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | -3.03% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | -9.21% |
FIJYX Fidelity Advisor Biotechnology Fund Class Z | 2.35% | 40.09% | 0.03% | 11.19% | -7.60% | -2.76% | 32.72% | 26.25% | -11.45% |
Returns By Period
In the year-to-date period, VGHCX achieves a -3.03% return, which is significantly lower than FIJYX's 2.35% 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%
FIJYX
- 1D
- 5.06%
- 1M
- -0.73%
- YTD
- 2.35%
- 6M
- 15.76%
- 1Y
- 55.98%
- 3Y*
- 18.69%
- 5Y*
- 8.12%
- 10Y*
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VGHCX vs. FIJYX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FIJYX's 0.61% expense ratio.
Return for Risk
VGHCX vs. FIJYX — Risk / Return Rank
VGHCX
FIJYX
VGHCX vs. FIJYX - 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 Z (FIJYX). 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 | FIJYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.96 | -1.22 |
Sortino ratioReturn per unit of downside risk | 1.13 | 2.56 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.33 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 3.20 | -1.84 |
Martin ratioReturn relative to average drawdown | 3.39 | 12.85 | -9.45 |
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 | FIJYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.96 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.35 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.43 | +0.50 |
Correlation
The correlation between VGHCX and FIJYX is 0.75, 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. FIJYX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 6.81%, more than FIJYX's 1.41% 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% |
FIJYX Fidelity Advisor Biotechnology Fund Class Z | 1.41% | 1.44% | 0.00% | 1.55% | 0.00% | 18.90% | 8.13% | 6.49% | 2.35% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGHCX vs. FIJYX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, roughly equal to the maximum FIJYX drawdown of -38.53%. Use the drawdown chart below to compare losses from any high point for VGHCX and FIJYX.
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Drawdown Indicators
| VGHCX | FIJYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -38.53% | +1.60% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -13.59% | +4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -36.39% | +19.44% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | — | — |
Current DrawdownCurrent decline from peak | -6.02% | -2.49% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -11.76% | +6.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.69% | -0.01% |
Volatility
VGHCX vs. FIJYX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 5.81%, while Fidelity Advisor Biotechnology Fund Class Z (FIJYX) has a volatility of 9.34%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FIJYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGHCX | FIJYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 9.34% | -3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 17.01% | -6.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 26.00% | -8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 23.43% | -5.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 25.07% | -7.43% |