VGHCX vs. VGSLX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHCX or VGSLX.
Key characteristics
| VGHCX | VGSLX | |
|---|---|---|
| YTD Return | 14.76% | 14.04% |
| 1Y Return | 18.30% | 25.29% |
| 3Y Return (Ann) | 7.21% | 1.21% |
| 5Y Return (Ann) | 12.24% | 5.37% |
| 10Y Return (Ann) | 9.72% | 7.10% |
| Sharpe Ratio | 1.59 | 1.48 |
| Daily Std Dev | 11.72% | 18.66% |
| Max Drawdown | -36.98% | -73.05% |
| Current Drawdown | -2.13% | -5.92% |
Correlation
The correlation between VGHCX and VGSLX is 0.54, 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.
Performance
VGHCX vs. VGSLX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VGHCX having a 14.76% return and VGSLX slightly lower at 14.04%. Over the past 10 years, VGHCX has outperformed VGSLX with an annualized return of 9.72%, while VGSLX has yielded a comparatively lower 7.10% 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. VGSLX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
VGHCX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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. VGSLX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 6.18%, more than VGSLX's 3.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 6.18% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% | 8.73% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.61% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
VGHCX vs. VGSLX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.98%, smaller than the maximum VGSLX drawdown of -73.05%. Use the drawdown chart below to compare losses from any high point for VGHCX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. VGSLX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 2.55%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 2.98%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.