VGHCX vs. FSPHX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Fidelity® Select Health Care Portfolio (FSPHX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHCX or FSPHX.
Correlation
The correlation between VGHCX and FSPHX is 0.88, 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. FSPHX - Performance Comparison
Key characteristics
VGHCX:
-0.45
FSPHX:
-0.23
VGHCX:
-0.52
FSPHX:
-0.19
VGHCX:
0.94
FSPHX:
0.97
VGHCX:
-0.30
FSPHX:
-0.15
VGHCX:
-0.77
FSPHX:
-0.61
VGHCX:
6.74%
FSPHX:
5.77%
VGHCX:
11.69%
FSPHX:
15.49%
VGHCX:
-45.86%
FSPHX:
-91.65%
VGHCX:
-16.91%
FSPHX:
-21.53%
Returns By Period
In the year-to-date period, VGHCX achieves a 0.10% return, which is significantly lower than FSPHX's 1.83% return. Over the past 10 years, VGHCX has underperformed FSPHX with an annualized return of -0.04%, while FSPHX has yielded a comparatively higher 2.74% annualized return.
VGHCX
0.10%
-0.64%
-10.43%
-4.77%
-0.65%
-0.04%
FSPHX
1.83%
-4.46%
-6.27%
-2.92%
-0.99%
2.74%
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VGHCX vs. FSPHX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than FSPHX's 0.69% expense ratio.
Risk-Adjusted Performance
VGHCX vs. FSPHX — Risk-Adjusted Performance Rank
VGHCX
FSPHX
VGHCX vs. FSPHX - 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 Portfolio (FSPHX). 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. FSPHX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 0.99%, more than FSPHX's 0.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 0.99% | 0.99% | 0.84% | 0.78% | 0.86% | 0.87% | 1.17% | 1.22% | 1.00% | 1.00% | 1.18% | 1.00% |
FSPHX Fidelity® Select Health Care Portfolio | 0.02% | 0.02% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% |
Drawdowns
VGHCX vs. FSPHX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -45.86%, smaller than the maximum FSPHX drawdown of -91.65%. Use the drawdown chart below to compare losses from any high point for VGHCX and FSPHX. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. FSPHX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 3.72%, while Fidelity® Select Health Care Portfolio (FSPHX) has a volatility of 7.66%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than FSPHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.