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:
-0.45
VOO:
2.21
VGHCX:
-0.52
VOO:
2.92
VGHCX:
0.94
VOO:
1.41
VGHCX:
-0.30
VOO:
3.34
VGHCX:
-0.77
VOO:
14.07
VGHCX:
6.74%
VOO:
2.01%
VGHCX:
11.69%
VOO:
12.80%
VGHCX:
-45.86%
VOO:
-33.99%
VGHCX:
-16.91%
VOO:
-1.36%
Returns By Period
In the year-to-date period, VGHCX achieves a 0.10% return, which is significantly lower than VOO's 1.98% return. Over the past 10 years, VGHCX has underperformed VOO with an annualized return of -0.04%, while VOO has yielded a comparatively higher 13.52% annualized return.
VGHCX
0.10%
-0.64%
-10.43%
-4.77%
-0.65%
-0.04%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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 0.99%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 0.99% | 0.99% | 0.84% | 0.78% | 0.86% | 0.87% | 1.17% | 1.22% | 1.00% | 1.00% | 1.18% | 1.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 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 -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
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 3.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. 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.