VHCIX vs. FACDX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Advisor Health Care Fund Class A (FACDX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. FACDX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
VHCIX vs. FACDX - Performance Comparison
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VHCIX vs. FACDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | -7.10% | 15.43% | 2.64% | 2.48% | -5.50% | 20.56% | 18.22% | 21.97% | 5.55% | 23.35% |
FACDX Fidelity Advisor Health Care Fund Class A | -9.65% | 14.19% | 3.97% | 3.81% | -13.07% | 11.25% | 21.07% | 27.89% | 7.20% | 24.09% |
Returns By Period
In the year-to-date period, VHCIX achieves a -7.10% return, which is significantly higher than FACDX's -9.65% return. Over the past 10 years, VHCIX has outperformed FACDX with an annualized return of 9.47%, while FACDX has yielded a comparatively lower 8.31% annualized return.
VHCIX
- 1D
- 0.36%
- 1M
- -9.57%
- YTD
- -7.10%
- 6M
- 3.53%
- 1Y
- 2.34%
- 3Y*
- 5.37%
- 5Y*
- 4.64%
- 10Y*
- 9.47%
FACDX
- 1D
- -0.72%
- 1M
- -9.52%
- YTD
- -9.65%
- 6M
- 0.11%
- 1Y
- 4.26%
- 3Y*
- 3.47%
- 5Y*
- 1.21%
- 10Y*
- 8.31%
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VHCIX vs. FACDX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than FACDX's 0.97% expense ratio.
Return for Risk
VHCIX vs. FACDX — Risk / Return Rank
VHCIX
FACDX
VHCIX vs. FACDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Advisor Health Care Fund Class A (FACDX). 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.
| VHCIX | FACDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.21 | -0.03 |
Sortino ratioReturn per unit of downside risk | 0.36 | 0.42 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.05 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.21 | +0.04 |
Martin ratioReturn relative to average drawdown | 0.53 | 0.63 | -0.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VHCIX | FACDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.21 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.07 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.44 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.56 | -0.01 |
Correlation
The correlation between VHCIX and FACDX is 0.93, 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.
Dividends
VHCIX vs. FACDX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.76%, less than FACDX's 14.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.76% | 1.61% | 1.53% | 1.36% | 1.33% | 1.19% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
FACDX Fidelity Advisor Health Care Fund Class A | 14.70% | 13.28% | 12.33% | 0.00% | 0.00% | 6.24% | 5.94% | 0.32% | 5.08% | 0.00% | 0.00% | 6.66% |
Drawdowns
VHCIX vs. FACDX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum FACDX drawdown of -44.55%. Use the drawdown chart below to compare losses from any high point for VHCIX and FACDX.
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Drawdown Indicators
| VHCIX | FACDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.12% | -44.55% | +5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -13.43% | +3.04% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -29.35% | +11.58% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -29.35% | +0.77% |
Current DrawdownCurrent decline from peak | -10.07% | -13.43% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -9.36% | +3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 4.42% | +0.52% |
Volatility
VHCIX vs. FACDX - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 4.33%, while Fidelity Advisor Health Care Fund Class A (FACDX) has a volatility of 5.59%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than FACDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHCIX | FACDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.59% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 11.00% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.53% | 18.38% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 17.68% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 18.75% | -1.83% |