VGHCX vs. FSHCX
VGHCX (Vanguard Health Care Fund Investor Shares) and FSHCX (Fidelity Select Health Care Services Portfolio) are both Health & Biotech Equities funds. Over the past 10 years, VGHCX returned 9.24%/yr vs 9.45%/yr for FSHCX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. VGHCX charges 0.33%/yr vs 0.71%/yr for FSHCX.
Performance
VGHCX vs. FSHCX - Performance Comparison
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Returns By Period
In the year-to-date period, VGHCX achieves a 3.43% return, which is significantly lower than FSHCX's 14.46% return. Both investments have delivered pretty close results over the past 10 years, with VGHCX having a 9.24% annualized return and FSHCX not far ahead at 9.45%.
VGHCX
- 1D
- -0.96%
- 1M
- -3.77%
- 6M
- 2.40%
- YTD
- 3.43%
- 1Y
- 27.35%
- 3Y*
- 11.40%
- 5Y*
- 7.68%
- 10Y*
- 9.24%
- ALL TIME*
- 14.57%
FSHCX
- 1D
- -2.12%
- 1M
- -4.36%
- 6M
- 18.89%
- YTD
- 14.46%
- 1Y
- 38.99%
- 3Y*
- 2.09%
- 5Y*
- 2.28%
- 10Y*
- 9.45%
- ALL TIME*
- 11.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VGHCX vs. FSHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 3.43% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
FSHCX Fidelity Select Health Care Services Portfolio | 14.46% | 3.85% | -13.21% | 1.52% | 0.86% | 20.22% | 18.58% | 19.91% | 10.17% | 24.46% |
Correlation
The correlation between VGHCX and FSHCX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 1986 | 0.70 |
The correlation between VGHCX and FSHCX shifts across timeframes, from 0.51 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VGHCX vs. FSHCX — Risk / Return Rank
VGHCX
FSHCX
VGHCX vs. FSHCX - 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 Health Care Services Portfolio (FSHCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VGHCX | FSHCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 2.19 | +0.91 |
| Martin ratioReturn relative to average drawdown | 8.13 | 7.26 | +0.87 |
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Drawdowns
VGHCX vs. FSHCX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, smaller than the maximum FSHCX drawdown of -57.81%. Use the drawdown chart below to compare losses from any high point for VGHCX and FSHCX.
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Drawdown Indicators
| VGHCX | FSHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -57.81% | +20.88% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -16.65% | +7.45% |
Max Drawdown (3Y)Largest decline over 3 years | -16.08% | -29.52% | +13.44% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -29.52% | +12.57% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -35.48% | +8.30% |
Current DrawdownCurrent decline from peak | -4.39% | -4.81% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -5.24% | -11.34% | +6.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 5.01% | -1.51% |
Volatility
VGHCX vs. FSHCX - Volatility Comparison
Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Select Health Care Services Portfolio (FSHCX) have volatilities of 5.52% and 5.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGHCX | FSHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 5.79% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 13.75% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 20.00% | -4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 19.39% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 21.55% | -3.87% |
VGHCX vs. FSHCX - Expense Ratio Comparison
VGHCX has a 0.33% expense ratio, which is lower than FSHCX's 0.71% expense ratio.
Dividends
VGHCX vs. FSHCX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 6.39%, more than FSHCX's 0.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.66% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
VGHCX Vanguard Health Care Fund Investor Shares | 6.39% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Frequently Asked Questions
VGHCX and FSHCX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSHCX has higher volatility (5.79%) compared to VGHCX (5.52%). In terms of maximum drawdown, VGHCX dropped -36.93% vs FSHCX's -57.81%.
VGHCX currently has the higher Sharpe Ratio (1.86 vs 1.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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