VGHCX vs. VOO
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard S&P 500 ETF (VOO).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHCX or VOO.
Correlation
The correlation between VGHCX and VOO is 0.76, 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. VOO - Performance Comparison
Key characteristics
VGHCX:
-0.40
VOO:
0.57
VGHCX:
-0.45
VOO:
0.92
VGHCX:
0.94
VOO:
1.13
VGHCX:
-0.24
VOO:
0.58
VGHCX:
-0.58
VOO:
2.42
VGHCX:
10.25%
VOO:
4.51%
VGHCX:
14.77%
VOO:
19.17%
VGHCX:
-36.93%
VOO:
-33.99%
VGHCX:
-19.75%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VGHCX achieves a -4.42% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, VGHCX has underperformed VOO with an annualized return of 5.64%, while VOO has yielded a comparatively higher 12.02% annualized return.
VGHCX
-4.42%
-6.66%
-13.33%
-7.02%
4.80%
5.64%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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VGHCX vs. VOO - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VGHCX vs. VOO — Risk-Adjusted Performance Rank
VGHCX
VOO
VGHCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 10.13%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 10.13% | 13.05% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VGHCX vs. VOO - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VGHCX and VOO. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. VOO - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 8.97%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.