VHCIX vs. FBTAX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
VHCIX vs. FBTAX - Performance Comparison
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VHCIX vs. FBTAX - 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% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | -2.70% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, VHCIX achieves a -7.10% return, which is significantly lower than FBTAX's -2.70% return. Over the past 10 years, VHCIX has underperformed FBTAX with an annualized return of 9.47%, while FBTAX has yielded a comparatively higher 11.31% 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%
FBTAX
- 1D
- -0.76%
- 1M
- -6.06%
- YTD
- -2.70%
- 6M
- 11.41%
- 1Y
- 42.70%
- 3Y*
- 18.47%
- 5Y*
- 7.93%
- 10Y*
- 11.31%
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VHCIX vs. FBTAX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than FBTAX's 1.00% expense ratio.
Return for Risk
VHCIX vs. FBTAX — Risk / Return Rank
VHCIX
FBTAX
VHCIX vs. FBTAX - 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 Biotechnology Fund Class A (FBTAX). 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 | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 1.56 | -1.39 |
Sortino ratioReturn per unit of downside risk | 0.36 | 2.10 | -1.74 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.27 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 2.38 | -2.13 |
Martin ratioReturn relative to average drawdown | 0.53 | 9.61 | -9.09 |
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 | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 1.56 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.34 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.46 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.30 | +0.25 |
Correlation
The correlation between VHCIX and FBTAX is 0.79, 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. FBTAX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.76%, more than FBTAX's 1.49% 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% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.49% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
VHCIX vs. FBTAX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for VHCIX and FBTAX.
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Drawdown Indicators
| VHCIX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.12% | -63.55% | +24.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -13.60% | +3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -36.51% | +18.74% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -38.82% | +10.24% |
Current DrawdownCurrent decline from peak | -10.07% | -7.25% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -21.34% | +15.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 4.11% | +0.83% |
Volatility
VHCIX vs. FBTAX - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 4.33%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 7.76%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHCIX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 7.76% | -3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 16.36% | -6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.53% | 25.58% | -8.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 23.24% | -8.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 24.55% | -7.63% |