VHCIX vs. FBTCX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Advisor Biotechnology Fund Class C (FBTCX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. FBTCX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
VHCIX vs. FBTCX - Performance Comparison
Loading graphics...
VHCIX vs. FBTCX - 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% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | -2.86% | 38.48% | -2.00% | 9.86% | -8.64% | -3.72% | 31.17% | 24.82% | -4.55% | 24.81% |
Returns By Period
In the year-to-date period, VHCIX achieves a -7.10% return, which is significantly lower than FBTCX's -2.86% return. Both investments have delivered pretty close results over the past 10 years, with VHCIX having a 9.47% annualized return and FBTCX not far ahead at 9.77%.
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%
FBTCX
- 1D
- -0.75%
- 1M
- -6.13%
- YTD
- -2.86%
- 6M
- 10.98%
- 1Y
- 41.66%
- 3Y*
- 15.08%
- 5Y*
- 5.77%
- 10Y*
- 9.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VHCIX vs. FBTCX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than FBTCX's 1.75% expense ratio.
Return for Risk
VHCIX vs. FBTCX — Risk / Return Rank
VHCIX
FBTCX
VHCIX vs. FBTCX - 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 C (FBTCX). 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 | FBTCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 1.52 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.36 | 2.06 | -1.70 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.26 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 2.31 | -2.07 |
Martin ratioReturn relative to average drawdown | 0.53 | 9.25 | -8.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VHCIX | FBTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 1.52 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.25 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.40 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.26 | +0.29 |
Correlation
The correlation between VHCIX and FBTCX 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. FBTCX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.76%, more than FBTCX's 1.73% 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% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | 1.73% | 1.68% | 0.00% | 0.00% | 0.00% | 24.50% | 9.78% | 7.92% | 2.92% | 0.00% | 0.00% | 5.73% |
Drawdowns
VHCIX vs. FBTCX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum FBTCX drawdown of -64.04%. Use the drawdown chart below to compare losses from any high point for VHCIX and FBTCX.
Loading graphics...
Drawdown Indicators
| VHCIX | FBTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.12% | -64.04% | +24.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -13.63% | +3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -37.26% | +19.49% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -39.37% | +10.79% |
Current DrawdownCurrent decline from peak | -10.07% | -7.46% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -23.21% | +17.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 4.16% | +0.78% |
Volatility
VHCIX vs. FBTCX - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 4.33%, while Fidelity Advisor Biotechnology Fund Class C (FBTCX) has a volatility of 7.76%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than FBTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VHCIX | FBTCX | 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% | 16.37% | -6.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.53% | 25.57% | -8.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 23.40% | -8.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 24.62% | -7.70% |