VHCIX vs. FPHAX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCIX or FPHAX.
Correlation
The correlation between VHCIX and FPHAX is 0.70, 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.
Performance
VHCIX vs. FPHAX - Performance Comparison
Key characteristics
VHCIX:
-0.07
FPHAX:
-0.45
VHCIX:
0.01
FPHAX:
-0.50
VHCIX:
1.00
FPHAX:
0.94
VHCIX:
-0.06
FPHAX:
-0.30
VHCIX:
-0.16
FPHAX:
-0.73
VHCIX:
5.95%
FPHAX:
12.39%
VHCIX:
14.63%
FPHAX:
19.81%
VHCIX:
-39.12%
FPHAX:
-37.34%
VHCIX:
-11.69%
FPHAX:
-23.32%
Returns By Period
In the year-to-date period, VHCIX achieves a -0.46% return, which is significantly higher than FPHAX's -5.44% return. Over the past 10 years, VHCIX has outperformed FPHAX with an annualized return of 8.00%, while FPHAX has yielded a comparatively lower 1.46% annualized return.
VHCIX
-0.46%
-4.74%
-7.04%
-0.03%
7.05%
8.00%
FPHAX
-5.44%
-6.22%
-16.03%
-9.23%
1.57%
1.46%
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VHCIX vs. FPHAX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than FPHAX's 0.75% expense ratio.
Risk-Adjusted Performance
VHCIX vs. FPHAX — Risk-Adjusted Performance Rank
VHCIX
FPHAX
VHCIX vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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.
Dividends
VHCIX vs. FPHAX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.59%, more than FPHAX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.59% | 1.52% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.39% | 1.31% | 1.45% | 1.22% | 1.02% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 1.06% | 1.21% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% |
Drawdowns
VHCIX vs. FPHAX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, roughly equal to the maximum FPHAX drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for VHCIX and FPHAX. For additional features, visit the drawdowns tool.
Volatility
VHCIX vs. FPHAX - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 9.45%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 10.78%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.