VHCIX vs. FBIOX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Select Biotechnology Portfolio (FBIOX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. FBIOX is managed by Fidelity. It was launched on Dec 16, 1985.
Performance
VHCIX vs. FBIOX - Performance Comparison
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VHCIX vs. FBIOX - 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% |
FBIOX Fidelity Select Biotechnology Portfolio | -3.22% | 36.38% | 7.26% | 10.09% | -15.87% | -12.26% | 38.62% | 36.12% | -10.92% | 27.87% |
Returns By Period
In the year-to-date period, VHCIX achieves a -7.10% return, which is significantly lower than FBIOX's -3.22% return. Both investments have delivered pretty close results over the past 10 years, with VHCIX having a 9.47% annualized return and FBIOX not far ahead at 9.85%.
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%
FBIOX
- 1D
- 0.08%
- 1M
- -6.89%
- YTD
- -3.22%
- 6M
- 11.54%
- 1Y
- 33.83%
- 3Y*
- 17.53%
- 5Y*
- 3.77%
- 10Y*
- 9.85%
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VHCIX vs. FBIOX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than FBIOX's 0.69% expense ratio.
Return for Risk
VHCIX vs. FBIOX — Risk / Return Rank
VHCIX
FBIOX
VHCIX vs. FBIOX - 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 Select Biotechnology Portfolio (FBIOX). 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 | FBIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 1.35 | -1.17 |
Sortino ratioReturn per unit of downside risk | 0.36 | 1.84 | -1.48 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.24 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 2.10 | -1.85 |
Martin ratioReturn relative to average drawdown | 0.53 | 7.73 | -7.21 |
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 | FBIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 1.35 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.15 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.37 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.47 | +0.08 |
Correlation
The correlation between VHCIX and FBIOX is 0.78, 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. FBIOX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.76%, less than FBIOX's 2.55% 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% |
FBIOX Fidelity Select Biotechnology Portfolio | 2.55% | 2.47% | 1.21% | 0.45% | 0.00% | 14.48% | 19.46% | 8.89% | 11.18% | 1.41% | 3.42% | 6.71% |
Drawdowns
VHCIX vs. FBIOX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum FBIOX drawdown of -71.98%. Use the drawdown chart below to compare losses from any high point for VHCIX and FBIOX.
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Drawdown Indicators
| VHCIX | FBIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.12% | -71.98% | +32.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -12.27% | +1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -44.87% | +27.10% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -48.66% | +20.08% |
Current DrawdownCurrent decline from peak | -10.07% | -7.32% | -2.75% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -23.72% | +17.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 4.05% | +0.89% |
Volatility
VHCIX vs. FBIOX - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 4.33%, while Fidelity Select Biotechnology Portfolio (FBIOX) has a volatility of 7.30%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than FBIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHCIX | FBIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 7.30% | -2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 14.68% | -4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.53% | 23.91% | -6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 24.85% | -10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 26.38% | -9.46% |