VHCIX vs. FIKCX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
VHCIX vs. FIKCX - Performance Comparison
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VHCIX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | -7.10% | 15.43% | 2.64% | 2.48% | -5.50% | 20.56% | 18.22% | 21.97% | -8.45% |
FIKCX Fidelity Advisor Health Care Fund Class Z | -9.55% | 14.61% | -5.73% | 4.20% | -12.74% | 11.66% | 21.55% | 28.39% | -11.04% |
Returns By Period
In the year-to-date period, VHCIX achieves a -7.10% return, which is significantly higher than FIKCX's -9.55% 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%
FIKCX
- 1D
- -0.71%
- 1M
- -9.48%
- YTD
- -9.55%
- 6M
- 0.31%
- 1Y
- 4.67%
- 3Y*
- 0.40%
- 5Y*
- -0.45%
- 10Y*
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VHCIX vs. FIKCX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than FIKCX's 0.59% expense ratio.
Return for Risk
VHCIX vs. FIKCX — Risk / Return Rank
VHCIX
FIKCX
VHCIX vs. FIKCX - 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 Z (FIKCX). 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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.23 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.36 | 0.45 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.05 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.24 | +0.01 |
Martin ratioReturn relative to average drawdown | 0.53 | 0.72 | -0.20 |
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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.23 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | -0.03 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.22 | +0.33 |
Correlation
The correlation between VHCIX and FIKCX is 0.90, 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. FIKCX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.76%, less than FIKCX's 12.69% 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% |
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.69% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
VHCIX vs. FIKCX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for VHCIX and FIKCX.
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Drawdown Indicators
| VHCIX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.12% | -29.19% | -9.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -13.35% | +2.96% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -29.19% | +11.42% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | — | — |
Current DrawdownCurrent decline from peak | -10.07% | -15.10% | +5.03% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -9.26% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 4.38% | +0.56% |
Volatility
VHCIX vs. FIKCX - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 4.33%, while Fidelity Advisor Health Care Fund Class Z (FIKCX) has a volatility of 5.61%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than FIKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHCIX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.61% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 10.99% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.53% | 18.37% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 18.16% | -3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 20.32% | -3.40% |