VGHCX vs. FSCPX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Select Consumer Discretionary Portfolio (FSCPX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FSCPX is managed by Fidelity. It was launched on Jun 28, 1990.
Performance
VGHCX vs. FSCPX - Performance Comparison
Loading graphics...
VGHCX vs. FSCPX - 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% |
FSCPX Fidelity Select Consumer Discretionary Portfolio | -11.31% | 7.88% | 24.56% | 41.81% | -34.88% | 19.23% | 35.68% | 27.06% | -1.03% | 21.70% |
Returns By Period
In the year-to-date period, VGHCX achieves a -5.90% return, which is significantly higher than FSCPX's -11.31% return. Over the past 10 years, VGHCX has underperformed FSCPX with an annualized return of 9.25%, while FSCPX has yielded a comparatively higher 10.93% 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%
FSCPX
- 1D
- -0.03%
- 1M
- -9.97%
- YTD
- -11.31%
- 6M
- -9.98%
- 1Y
- 11.11%
- 3Y*
- 13.49%
- 5Y*
- 4.30%
- 10Y*
- 10.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGHCX vs. FSCPX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FSCPX's 0.76% expense ratio.
Return for Risk
VGHCX vs. FSCPX — Risk / Return Rank
VGHCX
FSCPX
VGHCX vs. FSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Select Consumer Discretionary Portfolio (FSCPX). 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 | FSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.45 | +0.08 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.85 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.47 | +0.67 |
Martin ratioReturn relative to average drawdown | 2.80 | 1.63 | +1.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VGHCX | FSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.45 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.18 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.49 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.53 | +0.40 |
Correlation
The correlation between VGHCX and FSCPX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VGHCX vs. FSCPX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 7.02%, more than FSCPX's 6.52% 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% |
FSCPX Fidelity Select Consumer Discretionary Portfolio | 6.52% | 5.78% | 7.41% | 2.17% | 13.79% | 9.08% | 1.16% | 2.22% | 3.32% | 3.72% | 0.90% | 3.81% |
Drawdowns
VGHCX vs. FSCPX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, smaller than the maximum FSCPX drawdown of -57.76%. Use the drawdown chart below to compare losses from any high point for VGHCX and FSCPX.
Loading graphics...
Drawdown Indicators
| VGHCX | FSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -57.76% | +20.83% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -15.99% | +6.79% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -39.23% | +22.28% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -39.23% | +12.05% |
Current DrawdownCurrent decline from peak | -8.80% | -15.99% | +7.19% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -8.56% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 4.62% | -0.71% |
Volatility
VGHCX vs. FSCPX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 4.82%, while Fidelity Select Consumer Discretionary Portfolio (FSCPX) has a volatility of 6.45%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VGHCX | FSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 6.45% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 13.51% | -3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 24.70% | -7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 24.67% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 22.59% | -4.97% |