VGHCX vs. XLV
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Health Care Select Sector SPDR Fund (XLV).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHCX or XLV.
Key characteristics
| VGHCX | XLV | |
|---|---|---|
| YTD Return | 14.06% | 14.78% |
| 1Y Return | 18.98% | 19.51% |
| 3Y Return (Ann) | 6.77% | 6.99% |
| 5Y Return (Ann) | 11.83% | 12.92% |
| 10Y Return (Ann) | 9.54% | 10.88% |
| Sharpe Ratio | 1.61 | 1.81 |
| Daily Std Dev | 11.76% | 10.85% |
| Max Drawdown | -36.98% | -39.18% |
| Current Drawdown | -2.73% | -1.20% |
Correlation
The correlation between VGHCX and XLV is 0.84, 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. XLV - Performance Comparison
In the year-to-date period, VGHCX achieves a 14.06% return, which is significantly lower than XLV's 14.78% return. Over the past 10 years, VGHCX has underperformed XLV with an annualized return of 9.54%, while XLV has yielded a comparatively higher 10.88% 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. XLV - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is higher than XLV's 0.12% expense ratio.
Risk-Adjusted Performance
VGHCX vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Health Care Select Sector SPDR Fund (XLV). 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. XLV - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 6.22%, more than XLV's 1.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 6.22% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% | 8.73% |
XLV Health Care Select Sector SPDR Fund | 1.09% | 1.59% | 1.47% | 1.33% | 1.49% | 2.16% | 1.56% | 1.46% | 1.59% | 1.43% | 1.34% | 1.51% |
Drawdowns
VGHCX vs. XLV - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.98%, smaller than the maximum XLV drawdown of -39.18%. Use the drawdown chart below to compare losses from any high point for VGHCX and XLV. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. XLV - Volatility Comparison
Vanguard Health Care Fund Investor Shares (VGHCX) has a higher volatility of 2.62% compared to Health Care Select Sector SPDR Fund (XLV) at 2.41%. This indicates that VGHCX's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.