VHCIX vs. FSPHX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Fidelity® Select Health Care Portfolio (FSPHX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCIX or FSPHX.
Correlation
The correlation between VHCIX and FSPHX is 0.93, 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. FSPHX - Performance Comparison
Key characteristics
VHCIX:
0.25
FSPHX:
-0.23
VHCIX:
0.42
FSPHX:
-0.19
VHCIX:
1.05
FSPHX:
0.97
VHCIX:
0.23
FSPHX:
-0.15
VHCIX:
0.65
FSPHX:
-0.61
VHCIX:
4.43%
FSPHX:
5.77%
VHCIX:
11.28%
FSPHX:
15.49%
VHCIX:
-39.12%
FSPHX:
-91.65%
VHCIX:
-9.57%
FSPHX:
-21.53%
Returns By Period
In the year-to-date period, VHCIX achieves a 1.94% return, which is significantly higher than FSPHX's 1.83% return. Over the past 10 years, VHCIX has outperformed FSPHX with an annualized return of 8.74%, while FSPHX has yielded a comparatively lower 2.57% annualized return.
VHCIX
1.94%
2.44%
-3.81%
2.87%
7.08%
8.74%
FSPHX
1.83%
-5.66%
-7.67%
-2.92%
-1.01%
2.57%
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VHCIX vs. FSPHX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than FSPHX's 0.69% expense ratio.
Risk-Adjusted Performance
VHCIX vs. FSPHX — Risk-Adjusted Performance Rank
VHCIX
FSPHX
VHCIX vs. FSPHX - 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 Health Care Portfolio (FSPHX). 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. FSPHX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.50%, more than FSPHX's 0.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.50% | 1.52% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.39% | 1.31% | 1.45% | 1.22% | 1.02% |
FSPHX Fidelity® Select Health Care Portfolio | 0.02% | 0.02% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% |
Drawdowns
VHCIX vs. FSPHX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum FSPHX drawdown of -91.65%. Use the drawdown chart below to compare losses from any high point for VHCIX and FSPHX. For additional features, visit the drawdowns tool.
Volatility
VHCIX vs. FSPHX - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 3.79%, while Fidelity® Select Health Care Portfolio (FSPHX) has a volatility of 7.66%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than FSPHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.