VHCIX vs. SPY
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and SPDR S&P 500 ETF (SPY).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCIX or SPY.
Correlation
The correlation between VHCIX and SPY 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.
Performance
VHCIX vs. SPY - Performance Comparison
Key characteristics
VHCIX:
0.25
SPY:
2.20
VHCIX:
0.42
SPY:
2.91
VHCIX:
1.05
SPY:
1.41
VHCIX:
0.23
SPY:
3.35
VHCIX:
0.65
SPY:
13.99
VHCIX:
4.43%
SPY:
2.01%
VHCIX:
11.28%
SPY:
12.79%
VHCIX:
-39.12%
SPY:
-55.19%
VHCIX:
-9.57%
SPY:
-1.35%
Returns By Period
The year-to-date returns for both investments are quite close, with VHCIX having a 1.94% return and SPY slightly higher at 1.96%. Over the past 10 years, VHCIX has underperformed SPY with an annualized return of 8.74%, while SPY has yielded a comparatively higher 13.44% annualized return.
VHCIX
1.94%
2.44%
-3.81%
2.87%
7.08%
8.74%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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VHCIX vs. SPY - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VHCIX vs. SPY — Risk-Adjusted Performance Rank
VHCIX
SPY
VHCIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Index Fund Admiral Shares (VHCIX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.50%, more than SPY's 1.18% 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% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VHCIX vs. SPY - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VHCIX and SPY. For additional features, visit the drawdowns tool.
Volatility
VHCIX vs. SPY - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 3.79%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.