VGHCX vs. VOOG
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard S&P 500 Growth ETF (VOOG).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Performance
VGHCX vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, VGHCX achieves a -2.15% return, which is significantly lower than VOOG's 31.46% return. Over the past 10 years, VGHCX has underperformed VOOG with an annualized return of -0.18%, while VOOG has yielded a comparatively higher 14.84% annualized return.
VGHCX
-2.15%
-9.86%
-5.45%
2.50%
0.32%
-0.18%
VOOG
31.46%
1.49%
14.22%
37.48%
17.18%
14.84%
Key characteristics
| VGHCX | VOOG | |
|---|---|---|
| Sharpe Ratio | 0.20 | 2.21 |
| Sortino Ratio | 0.35 | 2.88 |
| Omega Ratio | 1.04 | 1.41 |
| Calmar Ratio | 0.14 | 2.78 |
| Martin Ratio | 0.63 | 11.74 |
| Ulcer Index | 3.88% | 3.21% |
| Daily Std Dev | 11.96% | 17.04% |
| Max Drawdown | -45.86% | -32.73% |
| Current Drawdown | -15.13% | -2.82% |
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VGHCX vs. VOOG - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Correlation
The correlation between VGHCX and VOOG is 0.73, 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. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 0.88%, more than VOOG's 0.61% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.61% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
VGHCX vs. VOOG - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -45.86%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VGHCX and VOOG. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. VOOG - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 3.98%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.61%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.