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:
0.36
SPY:
2.03
VHCIX:
0.55
SPY:
2.71
VHCIX:
1.07
SPY:
1.38
VHCIX:
0.33
SPY:
3.02
VHCIX:
1.17
SPY:
13.49
VHCIX:
3.43%
SPY:
1.88%
VHCIX:
11.35%
SPY:
12.48%
VHCIX:
-39.12%
SPY:
-55.19%
VHCIX:
-12.03%
SPY:
-3.54%
Returns By Period
In the year-to-date period, VHCIX achieves a 1.77% return, which is significantly lower than SPY's 24.51% return. Over the past 10 years, VHCIX has underperformed SPY with an annualized return of 8.45%, while SPY has yielded a comparatively higher 12.94% annualized return.
VHCIX
1.77%
-3.20%
-4.26%
3.12%
7.01%
8.45%
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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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 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 1.17%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.17% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.39% | 1.31% | 1.45% | 1.22% | 1.02% | 1.13% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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
Vanguard Health Care Index Fund Admiral Shares (VHCIX) and SPDR S&P 500 ETF (SPY) have volatilities of 3.67% and 3.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.