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.
Performance
VGHCX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, VGHCX achieves a -2.15% return, which is significantly lower than VOO's 24.51% return. Over the past 10 years, VGHCX has underperformed VOO with an annualized return of -0.18%, while VOO has yielded a comparatively higher 13.12% annualized return.
VGHCX
-2.15%
-9.86%
-5.45%
2.50%
0.32%
-0.18%
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| VGHCX | VOO | |
|---|---|---|
| Sharpe Ratio | 0.20 | 2.64 |
| Sortino Ratio | 0.35 | 3.53 |
| Omega Ratio | 1.04 | 1.49 |
| Calmar Ratio | 0.14 | 3.81 |
| Martin Ratio | 0.63 | 17.34 |
| Ulcer Index | 3.88% | 1.86% |
| Daily Std Dev | 11.96% | 12.20% |
| Max Drawdown | -45.86% | -33.99% |
| Current Drawdown | -15.13% | -2.16% |
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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.
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.
Risk-Adjusted Performance
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 0.88%, less than VOO's 1.26% 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% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VGHCX vs. VOO - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -45.86%, 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
Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.98% and 4.09%, 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.