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.
Key characteristics
| VGHCX | VOOG | |
|---|---|---|
| YTD Return | 14.76% | 24.63% |
| 1Y Return | 18.30% | 31.05% |
| 3Y Return (Ann) | 7.21% | 7.37% |
| 5Y Return (Ann) | 12.24% | 16.61% |
| 10Y Return (Ann) | 9.72% | 14.64% |
| Sharpe Ratio | 1.59 | 1.90 |
| Daily Std Dev | 11.72% | 16.87% |
| Max Drawdown | -36.98% | -32.73% |
| Current Drawdown | -2.13% | -3.91% |
Correlation
The correlation between VGHCX and VOOG is 0.74, 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. VOOG - Performance Comparison
In the year-to-date period, VGHCX achieves a 14.76% return, which is significantly lower than VOOG's 24.63% return. Over the past 10 years, VGHCX has underperformed VOOG with an annualized return of 9.72%, while VOOG has yielded a comparatively higher 14.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 6.18%, more than VOOG's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 6.18% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% | 8.73% |
VOOG Vanguard S&P 500 Growth ETF | 0.71% | 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 -36.98%, 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 2.55%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.90%. 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.