VGSLX vs. VGHCX
Compare and contrast key facts about Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Vanguard Health Care Fund Investor Shares (VGHCX).
VGSLX is managed by Vanguard. It was launched on Nov 12, 2001. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSLX or VGHCX.
Key characteristics
| VGSLX | VGHCX | |
|---|---|---|
| YTD Return | -9.10% | 2.06% |
| 1Y Return | 0.34% | 3.33% |
| 3Y Return (Ann) | -3.56% | 5.70% |
| 5Y Return (Ann) | 1.95% | 10.23% |
| 10Y Return (Ann) | 4.93% | 9.65% |
| Sharpe Ratio | -0.02 | 0.33 |
| Daily Std Dev | 18.93% | 12.02% |
| Max Drawdown | -73.05% | -36.98% |
| Current Drawdown | -25.01% | -4.45% |
Correlation
The correlation between VGSLX and VGHCX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VGSLX vs. VGHCX - Performance Comparison
In the year-to-date period, VGSLX achieves a -9.10% return, which is significantly lower than VGHCX's 2.06% return. Over the past 10 years, VGSLX has underperformed VGHCX with an annualized return of 4.93%, while VGHCX has yielded a comparatively higher 9.65% 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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VGSLX vs. VGHCX - Expense Ratio Comparison
VGSLX has a 0.12% expense ratio, which is lower than VGHCX's 0.30% expense ratio.
Risk-Adjusted Performance
VGSLX vs. VGHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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
VGSLX vs. VGHCX - Dividend Comparison
VGSLX's dividend yield for the trailing twelve months is around 4.34%, less than VGHCX's 6.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.34% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
VGHCX Vanguard Health Care Fund Investor Shares | 6.95% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% | 8.73% |
Drawdowns
VGSLX vs. VGHCX - Drawdown Comparison
The maximum VGSLX drawdown since its inception was -73.05%, which is greater than VGHCX's maximum drawdown of -36.98%. Use the drawdown chart below to compare losses from any high point for VGSLX and VGHCX. For additional features, visit the drawdowns tool.
Volatility
VGSLX vs. VGHCX - Volatility Comparison
Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a higher volatility of 5.94% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 3.36%. This indicates that VGSLX's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.