VGHCX vs. FSHCX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity Select Health Care Services Portfolio (FSHCX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHCX or FSHCX.
Key characteristics
| VGHCX | FSHCX | |
|---|---|---|
| YTD Return | 14.06% | 3.03% |
| 1Y Return | 18.98% | 10.16% |
| 3Y Return (Ann) | 6.77% | 4.62% |
| 5Y Return (Ann) | 11.83% | 12.61% |
| 10Y Return (Ann) | 9.54% | 11.29% |
| Sharpe Ratio | 1.61 | 0.66 |
| Daily Std Dev | 11.76% | 15.07% |
| Max Drawdown | -36.98% | -57.77% |
| Current Drawdown | -2.73% | -2.18% |
Correlation
The correlation between VGHCX and FSHCX is 0.70, 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.
Performance
VGHCX vs. FSHCX - Performance Comparison
In the year-to-date period, VGHCX achieves a 14.06% return, which is significantly higher than FSHCX's 3.03% return. Over the past 10 years, VGHCX has underperformed FSHCX with an annualized return of 9.54%, while FSHCX has yielded a comparatively higher 11.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGHCX vs. FSHCX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
VGHCX vs. FSHCX - Risk-Adjusted Performance 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.
Dividends
VGHCX vs. FSHCX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 6.22%, more than FSHCX's 4.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 6.22% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% | 8.73% |
FSHCX Fidelity Select Health Care Services Portfolio | 4.01% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% | 9.07% | 5.98% |
Drawdowns
VGHCX vs. FSHCX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.98%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for VGHCX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. FSHCX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 2.62%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 3.54%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.