VGHCX vs. VHT
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Health Care ETF (VHT).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHCX or VHT.
Performance
VGHCX vs. VHT - Performance Comparison
Returns By Period
In the year-to-date period, VGHCX achieves a -2.15% return, which is significantly lower than VHT's 5.15% return. Over the past 10 years, VGHCX has underperformed VHT with an annualized return of -0.18%, while VHT has yielded a comparatively higher 9.20% annualized return.
VGHCX
-2.15%
-9.86%
-5.45%
2.50%
0.32%
-0.18%
VHT
5.15%
-7.38%
-1.61%
13.40%
9.02%
9.20%
Key characteristics
| VGHCX | VHT | |
|---|---|---|
| Sharpe Ratio | 0.20 | 1.23 |
| Sortino Ratio | 0.35 | 1.73 |
| Omega Ratio | 1.04 | 1.22 |
| Calmar Ratio | 0.14 | 1.28 |
| Martin Ratio | 0.63 | 5.45 |
| Ulcer Index | 3.88% | 2.52% |
| Daily Std Dev | 11.96% | 11.19% |
| Max Drawdown | -45.86% | -39.12% |
| Current Drawdown | -15.13% | -9.11% |
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VGHCX vs. VHT - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is higher than VHT's 0.10% expense ratio.
Correlation
The correlation between VGHCX and VHT is 0.93, 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.
Risk-Adjusted Performance
VGHCX vs. VHT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Health Care ETF (VHT). 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. VHT - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 0.88%, less than VHT's 1.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 0.88% | 0.84% | 0.78% | 0.86% | 0.87% | 1.17% | 1.22% | 1.00% | 1.00% | 1.18% | 1.00% | 1.26% |
VHT Vanguard Health Care ETF | 1.48% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
Drawdowns
VGHCX vs. VHT - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -45.86%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for VGHCX and VHT. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. VHT - Volatility Comparison
Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard Health Care ETF (VHT) have volatilities of 3.98% and 3.92%, 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.