VGHCX vs. VGHAX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. VGHAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
VGHCX vs. VGHAX - Performance Comparison
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VGHCX vs. VGHAX - 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% |
VGHAX Vanguard Health Care Fund Admiral Shares | -5.89% | 19.72% | 9.10% | 5.51% | -1.00% | 12.82% | 12.62% | 22.99% | 1.07% | 19.64% |
Returns By Period
The year-to-date returns for both investments are quite close, with VGHCX having a -5.90% return and VGHAX slightly higher at -5.89%. Both investments have delivered pretty close results over the past 10 years, with VGHCX having a 9.25% annualized return and VGHAX not far behind at 9.16%.
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%
VGHAX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.89%
- 6M
- 7.16%
- 1Y
- 9.80%
- 3Y*
- 9.27%
- 5Y*
- 8.05%
- 10Y*
- 9.16%
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VGHCX vs. VGHAX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is higher than VGHAX's 0.25% expense ratio.
Return for Risk
VGHCX vs. VGHAX — Risk / Return Rank
VGHCX
VGHAX
VGHCX vs. VGHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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 | VGHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.53 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.84 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.15 | -0.01 |
Martin ratioReturn relative to average drawdown | 2.80 | 2.82 | -0.03 |
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 | VGHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.53 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.45 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.52 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.60 | +0.33 |
Correlation
The correlation between VGHCX and VGHAX is 1.00, 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. VGHAX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 7.02%, which matches VGHAX's 7.09% 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% |
VGHAX Vanguard Health Care Fund Admiral Shares | 7.09% | 6.07% | 22.84% | 7.22% | 5.49% | 7.05% | 8.02% | 11.87% | 9.15% | 7.36% | 8.60% | 8.21% |
Drawdowns
VGHCX vs. VGHAX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, roughly equal to the maximum VGHAX drawdown of -36.85%. Use the drawdown chart below to compare losses from any high point for VGHCX and VGHAX.
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Drawdown Indicators
| VGHCX | VGHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -36.85% | -0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -9.19% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -16.92% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -27.17% | -0.01% |
Current DrawdownCurrent decline from peak | -8.80% | -8.80% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -5.61% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.90% | +0.01% |
Volatility
VGHCX vs. VGHAX - Volatility Comparison
Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Health Care Fund Admiral Shares (VGHAX) have volatilities of 4.82% and 4.81%, 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 | VGHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 4.81% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 10.26% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 17.43% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 17.96% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 17.56% | +0.06% |